LCS
JBS

Levin Capital Strategies’s JBS N.V. JBS Stock Holding History

Levin Capital Strategies’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 		$1M Sell
84,434
-43,304
-34% -$633K 0.07% 140
2026
Q1 		$2.29M Sell
127,738
-112,370
-47% -$1.75M 0.17% 93
2025
Q4 		$3.46M Sell
240,108
-46,000
-16% -$632K 0.3% 62
2025
Q3 		$4.27M Buy
286,108
+141,187
+97% +$2.06M 0.39% 55
2025
Q2 		$2.12M Buy
+144,921
New +$2.04M 0.21% 68

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

Levin Capital Strategies's JBS Position: Q2 2026 in Review

Levin Capital Strategies reduced its JBS N.V. (JBS) stake by 34% in Q2 2026, selling an estimated $633K and leaving 84,434 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #140.

Levin Capital Strategies first reported a position in JBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.27M in Q3 2025. 267 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Levin Capital Strategies held 84,434 shares of JBS N.V. worth $1M as of Q2 2026.
  • Levin Capital Strategies sold 43,304 JBS N.V. shares in Q2 2026, an estimated $633K.
  • JBS N.V. made up 0.07% of Levin Capital Strategies's portfolio in Q2 2026, its #140 holding.
  • Levin Capital Strategies first reported a position in JBS N.V. in Q2 2025 and has held it in 5 quarters since.
  • Levin Capital Strategies's JBS N.V. position peaked at $4.27M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.