OCM
JBS

Ovata Capital Management’s JBS N.V. JBS Stock Holding History

Ovata Capital 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 		$8.97M Buy
+756,939
New +$11.1M 0.67% 28
2026
Q1 		– Sell
-499,983
Closed -$7.21M – 57
2025
Q4 		$7.21M Buy
499,983
+472,575
+1,724% +$6.49M 0.88% 26
2025
Q3 		$409K Sell
27,408
-93,001
-77% -$1.36M 0.08% 39
2025
Q2 		$1.76M Buy
+120,409
New +$1.69M 0.38% 29

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

Ovata Capital Management's JBS Position: Q2 2026 in Review

Ovata Capital Management opened a new position in JBS N.V. (JBS) in Q2 2026: 756,939 shares worth $8.97M. The stake represents 0.67% of the portfolio and ranks #28 among its holdings. This is a return to the name: Ovata Capital Management previously reported a position in JBS as recently as Q4 2025.

Ovata Capital Management first reported a position in JBS in Q2 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Ovata Capital Management held 756,939 shares of JBS N.V. worth $8.97M as of Q2 2026.
  • JBS N.V. was a new Ovata Capital Management position in Q2 2026.
  • JBS N.V. made up 0.67% of Ovata Capital Management's portfolio in Q2 2026, its #28 holding.
  • Ovata Capital Management first reported a position in JBS N.V. in Q2 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Ovata Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.