Position in JBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$582,877
+$154,208 QoQ
Shares Held
49,188
+106.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 266 holders
Holding Since
Sep 2025
4 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 Dec 31, 2025CallValue
$2,163,000
CallShares
150,000
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, 2026NOMURA HOLDINGS INC holds $17,806,026 across 9 Packaged Foods names. JBS ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
39,675 | $4,463,437 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
128,969 | $3,201,010 | |
| 3 | MKC |
Mccormick & Co Inc
|
50,810 | $2,561,840 | |
| 4 | GIS |
General Mills Inc
|
64,405 | $2,241,293 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
48,054 | $2,074,971 | |
| 6 | KHC |
Kraft Heinz Co
|
66,177 | $1,563,100 | |
| 7 | PRE |
Prenetics Global Ltd
|
42,101 | $804,971 | |
| 8 | JBS |
Jbs N.V.
This page
|
49,188 | $582,877 |
All Filings in JBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,877 | 49,188 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $428,669 | 23,868 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,163,000 | 150,000 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $1,407,060 | 97,577 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,070,104 | 138,654 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,239,500 | 150,000 | Call | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||