JY
JBS

Jeff Yass’s JBS N.V. JBS Stock Holding History

Jeff Yass’s Portfolio JBS Stock Details JBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.3M Sell
3,402,200
-1,345,000
-28% -$19.7M ﹤0.01% 1730
2026
Q1 		$85.3M Buy
4,747,200
+117,700
+3% +$1.83M 0.01% 930
2025
Q4 		$66.8M Buy
4,629,500
+1,070,200
+30% +$14.7M 0.01% 1150
2025
Q3 		$53.1M Buy
3,559,300
+3,542,300
+20,837% +$51.7M 0.01% 1295
2025
Q2 		$248K Buy
+17,000
New +$239K ﹤0.01% 10757

Other funds holding JBS

BPS
BNDES Participacoes SA Rio De Janeiro, Brazil $2.36B AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Jeff Yass's JBS Position: Q2 2026 in Review

Jeff Yass increased its JBS N.V. (JBS) stake by 214% in Q2 2026, buying an estimated $12.5M and bringing the position to 1,253,548 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Jeff Yass first reported a position in JBS in Q2 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Jeff Yass held 1,253,548 shares of JBS N.V. worth $14.9M as of Q2 2026.
  • Jeff Yass bought 854,205 JBS N.V. shares in Q2 2026, an estimated $12.5M.
  • JBS N.V. made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2815 holding.
  • Jeff Yass first reported a position in JBS N.V. in Q2 2025 and has held it in 5 quarters since.
  • 268 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.