JO
JBS

John Overdeck’s JBS N.V. JBS Stock Holding History

John Overdeck’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 		$31.6M Sell
2,664,312
-911,547
-25% -$13.3M 0.02% 769
2026
Q1 		$64.2M Buy
3,575,859
+3,108,760
+666% +$48.4M 0.05% 405
2025
Q4 		$6.74M Sell
467,099
-1,856,237
-80% -$25.5M 0.01% 1434
2025
Q3 		$34.7M Buy
+2,323,336
New +$33.9M 0.05% 430

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

John Overdeck's JBS Position: Q2 2026 in Review

John Overdeck reduced its JBS N.V. (JBS) stake by 25% in Q2 2026, selling an estimated $13.3M and leaving 2,664,312 shares worth $31.6M. The position accounts for 0.02% of the portfolio, ranked #769.

John Overdeck first reported a position in JBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $64.2M in Q1 2026. 267 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • John Overdeck held 2,664,312 shares of JBS N.V. worth $31.6M as of Q2 2026.
  • John Overdeck sold 911,547 JBS N.V. shares in Q2 2026, an estimated $13.3M.
  • JBS N.V. made up 0.02% of John Overdeck's portfolio in Q2 2026, its #769 holding.
  • John Overdeck first reported a position in JBS N.V. in Q3 2025 and has held it in 4 quarters since.
  • John Overdeck's JBS N.V. position peaked at $64.2M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.