Position in JBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,224,134
-$16,037,961 QoQ
Shares Held
1,200,349
-28.8% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 267 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JBS Over Time
Shares Held
Position Value (USD)
Derivatives in JBS
reported options exposure · as of Mar 31, 2026CallValue
$2,604,200
CallShares
145,000
PutValue
$2,056,420
PutShares
114,500
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, 2026GOLDMAN SACHS GROUP INC holds $2,261,719,463 across 43 Packaged Foods names. JBS ranks #26 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
15,611,412 | $368,741,550 | |
| 2 | GIS |
General Mills Inc
|
7,130,728 | $248,149,333 | |
| 3 | SJM |
J M SMUCKER Co
|
2,174,660 | $244,649,249 | |
| 4 | CAG |
Conagra Brands Inc.
|
12,447,997 | $167,550,038 | |
| 5 | MKC |
Mccormick & Co Inc
|
3,015,957 | $152,064,550 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
5,371,484 | $133,320,230 | |
| 7 | CPB |
CAMPBELL'S Co
|
4,942,269 | $110,064,328 | |
| 8 | DAR |
Darling Ingredients Inc.
|
1,521,693 | $83,114,869 |
All Filings in JBS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,224,134 | 1,200,349 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,262,095 | 1,684,972 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,604,200 | 145,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $2,056,420 | 114,500 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $17,710,644 | 1,228,200 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $26,868,323 | 1,863,268 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $3,351,208 | 232,400 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $55,091,700 | 3,690,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $45,937,309 | 3,076,846 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $3,501,085 | 234,500 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $43,391,700 | 2,970,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $19,731,534 | 1,350,550 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||