PCM
JBS

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

Permanent 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 		$235K Sell
19,800
-10,200
-34% -$149K 0.03% 184
2026
Q1 		$482K Sell
30,000
-51,797
-63% -$806K 0.07% 81
2025
Q4 		$1.18M Hold
81,797
– – 0.23% 46
2025
Q3 		$1.22M Buy
+81,797
New +$1.19M 0.23% 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 $3.38T AUM 44.17% 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

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

Permanent Capital Management reduced its JBS N.V. (JBS) stake by 34% in Q2 2026, selling an estimated $149K and leaving 19,800 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #184.

Permanent Capital Management first reported a position in JBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q3 2025. 268 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Permanent Capital Management held 19,800 shares of JBS N.V. worth $235K as of Q2 2026.
  • Permanent Capital Management sold 10,200 JBS N.V. shares in Q2 2026, an estimated $149K.
  • JBS N.V. made up 0.03% of Permanent Capital Management's portfolio in Q2 2026, its #184 holding.
  • Permanent Capital Management first reported a position in JBS N.V. in Q3 2025 and has held it in 4 quarters since.
  • Permanent Capital Management's JBS N.V. position peaked at $1.22M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.