JBSJBS N.V., Class A

CUSIP: N4732M103

Guru Owners

$171.5M

Total Value Held

11.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Christopher Davis	Davis Selected Advisers	11854741	$170.9M	0.77%	$14.42	Q4 2025
Sarah Ketterer	Causeway Capital Management	20994	$303K	0.00%	$14.42	Q4 2025
Dodge & Cox	Dodge & Cox	16950	$244K	0.00%	$14.42	Q4 2025

Christopher Davis

$170.9M

0.77%

Sarah Ketterer

$303K

0.00%

Dodge & Cox

$244K

0.00%

📊 Fundamentals

Market Cap$18.8B

P/E Ratio9.3x

Below market avg

Forward P/E9.4x

P/FCF73.9x

EPS (TTM)$1.89

Revenue (TTM)$86.2B

Profit Margin2.35%

Div Yield7.67%

52-Week Range

$12.37

$18.65

Current: $17.57

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 9.3x trailing earnings → 9.4x forward · 2.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $171.5M

NEWChristopher Davis$170.9M

REDUCEDSarah Ketterer$303K

INCREASEDDodge & Cox$244K

SOLDHoward Marks

Q3 '253 owners · $24.2M

REDUCEDHoward Marks$23.6M

REDUCEDSarah Ketterer$393K

Q2 '253 owners · $4.2M

No changes

💰 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

2%analyst est. 1.7%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

1.0%current: 0.3%

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