Position in JBL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,000,787
-$66,334,383 QoQ
Shares Held
154,353
-67.2% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JBL Over Time
Shares Held
Position Value (USD)
Derivatives in JBL
reported options exposure · as of Mar 31, 2026CallValue
$451,571
CallShares
1,700
PutValue
$876,579
PutShares
3,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $672,185,687 across 28 Electronic Components names. JBL ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
1,692,880 | $353,845,777 | |
| 2 | CLS |
Celestica Inc
|
266,723 | $75,130,534 | |
| 3 | JBL |
Jabil Inc
This page
|
154,353 | $41,000,787 | |
| 4 | APH |
Amphenol Corp /De/
|
290,609 | $36,718,447 | |
| 5 | TTMI |
Ttm Technologies Inc
|
373,861 | $36,421,538 | |
| 6 | BHE |
Benchmark Electronics Inc
|
410,258 | $22,999,063 | |
| 7 | OLED |
Universal Display Corp \Pa\
|
250,134 | $22,927,282 | |
| 8 | PLXS |
Plexus Corp
|
79,208 | $16,042,788 |
All Filings in JBL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,000,787 | 154,353 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $876,579 | 3,300 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $451,571 | 1,700 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $107,335,170 | 470,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,969,297 | 156,418 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,424,169 | 102,816 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,825,098 | 108,952 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $39,944,913 | 277,588 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $124,774,305 | 1,041,261 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,205,714 | 461,492 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $5,904,990 | 46,350 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,721,290 | 123,897 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,985,912 | 18,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,622,144 | 18,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,967,109 | 43,506 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,037,337 | 17,975 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $5,322,175 | 86,217 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,782,744 | 67,985 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $654,255 | 9,300 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $633,150 | 9,000 | Put | Sole | 2022-02-14 | |
| 2020-09-30 | $202,134 | 5,900 | Put | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||