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Giverny Capital’s Jacobs Solutions J Stock Holding History

Giverny Capital’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,438
Closed -$587K – 60
2024
Q4 		$587K Buy
+4,438
New +$611K 0.02% 55
2023
Q2 		– Sell
-2,972
Closed -$289K – 60
2023
Q1 		$289K Sell
2,972
-2,002
-40% -$200K 0.02% 58
2022
Q4 		$494K Buy
+4,974
New +$488K 0.03% 57
2021
Q3 		– Sell
-13,875
Closed -$1.53M – 60
2021
Q2 		$1.53M Sell
13,875
-5,576
-29% -$630K 0.09% 36
2021
Q1 		$2.08M Buy
19,451
+81
+0.4% +$7.73K 0.14% 32
2020
Q4 		$1.75M Buy
19,370
+647
+3% +$54.8K 0.13% 34
2020
Q3 		$1.44M Buy
18,723
+1,605
+9% +$117K 0.13% 37
2020
Q2 		$1.2M Buy
+17,118
New +$1.15M 0.12% 35

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Giverny Capital's J Position: Q1 2025 in Review

Giverny Capital sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 4,438 shares — an estimated $587K sold.

Giverny Capital first reported a position in J in Q2 2020 and held it in 8 quarters. The position peaked at $2.08M in Q1 2021. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Giverny Capital reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Giverny Capital sold 4,438 Jacobs Solutions shares in Q1 2025, an estimated $587K.
  • Giverny Capital first reported a position in Jacobs Solutions in Q2 2020 and held it in 8 quarters.
  • Giverny Capital's Jacobs Solutions position peaked at $2.08M in Q1 2021.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Giverny Capital's 13F filing for Q1 2025, filed 13 May 2025.