Third Point’s Jacobs Solutions J Stock Holding History

Third Point’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-915,000	Closed	-$137M	–	51
2025 Q3	$137M	Sell	915,000 -349,000	-28%	-$50.2M	1.64%	28
2025 Q2	$166M	Sell	1,264,000 -150,000	-11%	-$18.5M	2.18%	23
2025 Q1	$169M	Sell	1,414,000 -252,500	-15%	-$32.5M	2.66%	16
2024 Q4	$220M	Hold	1,666,500	–	–	2.96%	12
2024 Q3	$216M	Sell	1,666,500 -441,024	-21%	-$53.1M	2.91%	14
2024 Q2	$244M	Sell	2,107,524 -8,174	-0.4%	-$959K	2.79%	12
2024 Q1	$269M	Hold	2,115,698	–	–	3.43%	10
2023 Q4	$227M	Sell	2,115,698 -60,448	-3%	-$6.58M	3.42%	10
2023 Q3	$246M	Buy	2,176,146 +538,013	+33%	+$58M	3.75%	9
2023 Q2	$161M	Buy	1,638,133 +1,413,549	+629%	+$135M	2.36%	16
2023 Q1	$21.8M	Buy	+224,584	New	+$22.4M	0.36%	25

Other funds holding J

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return