# JBS N.V. (JBS): value investors who own it | moatshark

2 value investors held JBS N.V. in their Q3 2026 13F, led by Davis Selected Advisers, Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Davis Selected Advisers | 2.5% | $593m | Added +91% | 3 |
| Dodge & Cox | 0.0% | $797k | Added +50% | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-24 | Cavalcanti Guilherme Perboyre | Global CFO and IRO | Sold | 183501 | $2.5m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Davis International Fund | Davis Selected Advisers | 6.2% | $16.9m | 2026-07-31 |
| Davis Global Fund | Davis Selected Advisers | 4.5% | $41.8m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/jbs). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.