J (JACOBS SOLUTIONS INC) is held by 2 tracked superinvestors with an aggregate position value of $13M based on the most recent SEC 13F filings. Top institutional holders include: Ray Dalio, Sequoia Fund.

How much J do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $13M in J positions worth 104,379 shares.

What is the largest holder of J?

The largest tracked holder of J is Ray Dalio (Bridgewater Associates) with 98,091 shares worth $12M, representing 0.06% of their portfolio.

← Top Holdings

JJACOBS SOLUTIONS INC

CUSIP: 46982L108

Guru Owners

$13.3M

Total Value Held

104,379

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	98091	$12.5M	0.06%	$127.28	Q1 2026
Sequoia Fund	Ruane, Cunniff & Goldfarb	6288	$800K	0.01%	$127.28	Q1 2026

Ray Dalio

$12.5M

0.06%

Sequoia Fund

$800K

0.01%

📊 Fundamentals

Market Cap$15.4B

P/E Ratio38.0x

Above market avg

Forward P/E15.8x

P/FCF30.0x

EPS (TTM)$3.43

Revenue (TTM)$13.2B

Profit Margin2.90%

Div Yield1.11%

Beta0.67

52-Week Range

$105.68

$168.44

Current: $130.29

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 38.0x trailing earnings → 15.8x forward · 2.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $13.3M

NEWRay Dalio$12.5M

REDUCEDSequoia Fund$800K

Q4 '251 owners · $859K

REDUCEDSequoia Fund$859K

SOLDDaniel Loeb

Q3 '252 owners · $138.5M

INCREASEDDaniel Loeb$137.1M

INCREASEDSequoia Fund$1.4M

Q2 '252 owners · $307.1M

REDUCEDDaniel Loeb$166.2M

REDUCEDSequoia Fund$140.9M

Q1 '252 owners · $311.5M

REDUCEDDaniel Loeb$169.2M

REDUCEDSequoia Fund$142.3M

SOLDFrancois Rochon

Q4 '243 owners · $382.9M

REDUCEDSequoia Fund$161.8M

NEWFrancois Rochon$587K

SOLDRay Dalio

SOLDSeth Klarman

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

4%analyst est. 4.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.9%current: 3.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

J: Held by 2 superinvestors · 1 congress member trade

BUYRo KhannaD

$1,001 - $15,0002025-11-03