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Tortoise Investment Management’s John B. Sanfilippo & Son JBSS Stock Holding History

Tortoise Investment Management’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$129 – 843
2025
Q3 		$129 Buy
+2
New +$130 ﹤0.01% 1344

Other funds holding JBSS

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Thrivent Financial for Lutherans
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Tortoise Investment Management's JBSS Position: Q4 2025 in Review

Tortoise Investment Management sold out of John B. Sanfilippo & Son (JBSS) in Q4 2025, closing a stake of 2 shares — an estimated $129 sold.

Tortoise Investment Management first reported a position in JBSS in Q3 2025 and held it in 1 quarter. The position peaked at $129 in Q3 2025. 208 funds tracked by Wall St. Rank hold JBSS as of Q4 2025.

  • Tortoise Investment Management reported no remaining John B. Sanfilippo & Son position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 John B. Sanfilippo & Son shares in Q4 2025, an estimated $129.
  • Tortoise Investment Management first reported a position in John B. Sanfilippo & Son in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's John B. Sanfilippo & Son position peaked at $129 in Q3 2025.
  • 208 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.