โ† Top Holdings

JBSJBS N.V., Class A

CUSIP: N4732M103

2

Guru Owners

$171.2M

Total Value Held

11.9M

Total Shares

$170.9M
0.77%
$244K
0.00%

๐Ÿ“Š Fundamentals

Market Cap$17.2B
P/E Ratio15.1x
Near market avg
Forward P/E9.3x
P/FCF52.3x
EPS (TTM)$1.03
Revenue (TTM)$84.1B
Profit Margin2.45%
Div Yield4.34%

52-Week Range

$12.37
$17.80

Current: $15.52

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ’ก Trades at 15.1x trailing earnings โ†’ 9.3x forward ยท 2.4% profit margin

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$42.8M$85.6M$128.4M$171.2MQ2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners ยท $171.2M
INCREASEDDodge & Cox$244K
Q3 '252 owners ยท $23.8M
REDUCEDHoward Marks$23.6M
Q2 '252 owners ยท $3.7M

No changes

๐Ÿ’ฐ DCF Calculator

DCF model ยท 10-yr forecast

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

๐Ÿ“Š Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
1%analyst est. 1.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps ยท 10% growth
5%20%

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

JBS Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker