← Top Holdings
JBSJBS N.V., Class A
CUSIP: N4732M103
5
Guru Owners
$473.0M
Total Value Held
27.0M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Davis Selected Advisers | 26244660 | $471.4M | 2.16% | $17.96 | Q1 2026 | |
| Dodge & Cox | 44750 | $804K | 0.00% | $17.96 | Q1 2026 | |
| Bridgewater Associates | 26294 | $472K | 0.00% | $17.96 | Q1 2026 | |
| Causeway Capital Management | 20994 | $377K | 0.00% | $17.96 | Q1 2026 | |
| Duquesne Family Office | 655900 | $12K | 0.35% | $0.02 | Q1 2026 |
📊 Fundamentals
Market Cap$40.1B
P/E Ratio7.5x
Below market avg
Forward P/E7.2x
P/FCF97.9x
EPS (TTM)$1.63
Revenue (TTM)$88.3B
Profit Margin1.98%
Div Yield11.01%
52-Week Range
$11.49
$18.65
Current: $12.19
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 7.5x trailing earnings → 7.2x forward · 2.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '265 owners · $473.0M
Q4 '253 owners · $171.5M
Q3 '253 owners · $24.2M
Q2 '253 owners · $4.2M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
3%analyst est. 2.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.5%
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