Position in JBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$133,624,415
+$18,861,219 QoQ
Shares Held
11,276,322
+76.5% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#4
of 262 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBS Over Time
Shares Held
Position Value (USD)
Derivatives in JBS
reported options exposure · as of Jun 30, 2026CallValue
$423,045
CallShares
35,700
PutValue
$0
PutShares
0
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 Packaged Foods
Consumer Defensive · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $464,727,528 across 30 Packaged Foods names. JBS ranks #1 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBS |
Jbs N.V.
This page
|
11,276,322 | $133,624,415 | |
| 2 | PPC |
Pilgrims Pride Corp
|
4,702,462 | $132,186,206 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
3,382,302 | $43,766,987 | |
| 4 | INGR |
Ingredion Inc
|
247,723 | $23,461,845 | |
| 5 | NOMD |
Nomad Foods Ltd
|
1,576,819 | $17,266,167 | |
| 6 | KHC |
Kraft Heinz Co
|
598,580 | $14,138,458 | |
| 7 | JJSF |
J&J Snack Foods Corp
|
186,881 | $13,726,409 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
492,214 | $12,216,751 |
All Filings in JBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,624,415 | 11,276,322 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $423,045 | 35,700 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $114,763,196 | 6,389,933 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $103,905,155 | 7,205,628 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $145,234,426 | 9,727,691 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,887,114 | 1,155,860 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||