LIM
JBS

Longfellow Investment Management’s JBS N.V. JBS Stock Holding History

Longfellow Investment Management’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 		$1.66M Sell
140,289
-20,829
-13% -$305K 0.34% 58
2026
Q1 		$2.89M Hold
161,118
– – 0.6% 34
2025
Q4 		$2.32M Sell
161,118
-24,665
-13% -$339K 0.52% 28
2025
Q3 		$2.77M Buy
185,783
+82,705
+80% +$1.21M 0.66% 26
2025
Q2 		$1.51M Buy
+103,078
New +$1.45M 0.37% 43

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

Longfellow Investment Management's JBS Position: Q2 2026 in Review

Longfellow Investment Management reduced its JBS N.V. (JBS) stake by 13% in Q2 2026, selling an estimated $305K and leaving 140,289 shares worth $1.66M. The position accounts for 0.34% of the portfolio, ranked #58.

Longfellow Investment Management first reported a position in JBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.89M in Q1 2026. 267 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Longfellow Investment Management held 140,289 shares of JBS N.V. worth $1.66M as of Q2 2026.
  • Longfellow Investment Management sold 20,829 JBS N.V. shares in Q2 2026, an estimated $305K.
  • JBS N.V. made up 0.34% of Longfellow Investment Management's portfolio in Q2 2026, its #58 holding.
  • Longfellow Investment Management first reported a position in JBS N.V. in Q2 2025 and has held it in 5 quarters since.
  • Longfellow Investment Management's JBS N.V. position peaked at $2.89M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.