Position in JBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,576,033
+$11,573,895 QoQ
Shares Held
3,002,197
+124.6% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 267 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in JBS Over Time
Shares Held
Position Value (USD)
Derivatives in JBS
reported options exposure · as of Jun 30, 2026CallValue
$35,550,000
CallShares
3,000,000
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, 2026UBS Group AG holds $1,929,169,979 across 59 Packaged Foods names. JBS ranks #16 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
18,975,267 | $448,195,805 | |
| 2 | GIS |
General Mills Inc
|
11,982,190 | $416,980,210 | |
| 3 | CPB |
CAMPBELL'S Co
|
6,471,754 | $144,125,959 | |
| 4 | MKC |
Mccormick & Co Inc
|
2,226,507 | $112,260,590 | |
| 5 | POST |
Post Holdings, Inc.
|
1,167,906 | $103,079,382 | |
| 6 | DAR |
Darling Ingredients Inc.
|
1,635,846 | $89,349,907 | |
| 7 | SJM |
J M SMUCKER Co
|
587,403 | $66,082,836 | |
| 8 | INGR |
Ingredion Inc
|
634,659 | $60,108,553 |
All Filings in JBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,576,033 | 3,002,197 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $35,550,000 | 3,000,000 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $24,002,138 | 1,336,422 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,248,193 | 641,345 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $9,605,841 | 643,392 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $122,095 | 8,357 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||