Simcoe Capital Management’s Jabil JBL Stock Holding History

Simcoe Capital Management’s Portfolio JBL Stock Details JBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-600,000	Closed	-$16.2M	–	16
2018 Q3	$16.2M	Buy	+600,000	New	+$17.2M	4.44%	12

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simcoe Capital Management's JBL Position: Q3 2025 in Review

Simcoe Capital Management sold out of Jabil (JBL) in Q3 2025, closing a stake of 43,120 shares — an estimated $9.4M sold.

Simcoe Capital Management first reported a position in JBL in Q4 2017 and held it in 18 quarters. The position peaked at $133M in Q4 2023. 906 funds tracked by Wall St. Rank hold JBL as of Q3 2025.

Simcoe Capital Management reported no remaining Jabil position as of Q3 2025 after selling out during the quarter.
Simcoe Capital Management sold 43,120 Jabil shares in Q3 2025, an estimated $9.4M.
Simcoe Capital Management first reported a position in Jabil in Q4 2017 and held it in 18 quarters.
Simcoe Capital Management's Jabil position peaked at $133M in Q4 2023.
906 funds tracked by Wall St. Rank held Jabil as of Q3 2025.

Based on Simcoe Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.