JJACOBS SOLUTIONS INC

CUSIP: 46982L108

Guru Owners

$859K

Total Value Held

6,487

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Sequoia Fund	Ruane, Cunniff & Goldfarb	6487	$859K	0.01%	$132.46	Q4 2025

Sequoia Fund

$859K

0.01%

📊 Fundamentals

Market Cap$15.4B

P/E Ratio34.3x

Above market avg

Forward P/E16.2x

P/FCF14.1x

EPS (TTM)$3.79

Revenue (TTM)$12.4B

Profit Margin3.50%

Div Yield1.12%

Beta0.75

52-Week Range

$115.26

$168.44

Current: $130.00

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 34.3x trailing earnings → 16.2x forward · 3.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

SOLDSeth Klarman

SOLDRay Dalio

Q3 '244 owners · $599.4M

REDUCEDSequoia Fund$331.2M

REDUCEDDaniel Loeb$216.0M

REDUCEDSeth Klarman$45.9M

INCREASEDRay Dalio$6.4M

💰 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

6%analyst est. 5.5%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.8%current: 8.8%

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 1 superinvestors · 1 congress member trade

BUYRo KhannaD

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