Which hedge funds own JBS? JBS N.V., Q2 2026 13F holders
32 tracked hedge funds disclosed a position in JBS (JBS N.V.) in their Q2 2026 13F filings, worth $414.0m in total. The largest holder by portfolio weight is Bayberry Capital Partners LP at 3.5% of its book. 6 opened a new position this quarter: Catalyst Funds Management Pty Ltd, Entropy Technologies, LP, Graham Capital Management, L.P., Voleon Capital Management LP. 15 exited: Carrhae Capital LLP, Rivermont Capital Management LP, CTC Alternative Strategies, Ltd..
- 32
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 6
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $2.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $90.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $414m
- Combined value Sum of the holders' reported positions in the security.
- 2.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Carrhae Capital LLP | 3.2% | $45.7m |
| Rivermont Capital Management LP | 2.1% | $9.9m |
| CTC Alternative Strategies, Ltd. | 1.0% | $418k |
| Atom Investors LP | 0.4% | $6.2m |
| Occudo Quantitative Strategies LP | 0.2% | $3.3m |
| ExodusPoint Capital Management, LP | 0.1% | $10.1m |
| Boothbay Fund Management, LLC | 0.06% | $2.7m |
| Laurion Capital Management LP | 0.05% | $540k |
| Trexquant Investment LP | 0.04% | $5.2m |
| Gsa Capital Partners LLP | 0.02% | $304k |
| Hudson Bay Capital Management LP | 0.01% | $2.1m |
| Caption Management, LLC | 0.01% | $246k |
| Highbridge Capital Management LLC | 0.01% | $182k |
| Balyasny Asset Management L.P. | 0.01% | $2.9m |
| Walleye Capital LLC | 0.0% | $363k |
Ownership over time
Who discovered JBS first? Beta
| Carrhae Capital LLP | Q4 2025 | +0.8 pts |
| Flat Footed LLC | Q2 2025 | +0.1 pts |
| Rivermont Capital Management LP | Q2 2025 | 0.0 pts |
| Maple Rock Capital Partners Inc. | Q2 2025 | 0.0 pts |
| Bayberry Capital Partners LP | Q2 2025 | 0.0 pts |
| Discovery Capital Management, LLC | Q4 2025 | −0.5 pts |
| Walnut Level Capital LLC | Q2 2025 | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.