LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Position in JBS — Jbs N.V.

CIK 1167487 BOSTON, MA

Position in JBS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,662,424

-$1,231,255 QoQ

Shares Held

140,289

-12.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#102

of 266 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

LONGFELLOW INVESTMENT MANAGEMENT CO LLC holds $10,469,660 across 3 Packaged Foods names. JBS ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KHC	Kraft Heinz Co	372,872	$8,807,236
2	JBS	Jbs N.V. This page	140,289	$1,662,424
3	UCFI	CN Healthy Food Tech Group Corp.	864	$0

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,662,424	140,289	-12.9%	Shares	Sole	2026-08-06
2026-03-31	$2,893,679	161,118	0.0%	Shares	Sole	2026-05-12
2025-12-31	$2,323,321	161,118	-13.3%	Shares	Sole	2026-02-11
2025-09-30	$2,773,740	185,783	+80.2%	Shares	Sole	2025-11-12
2025-06-30	$1,505,969	103,078	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.