Baleias

JBSS32

JBS N.V. · BDR

Portfolios as of March 2026
Price
R$64.27
▲ 2.8% over 1 month
All funds holding it
106
-30 this month
Value across all funds
R$548.6M
portfolios of Mar/26
Sold short
R$77.0M
22 funds
Ujay Capital: R$23.1M (21.9%)Truxt: R$12.1M (11.5%)Rubik Capital: R$8.5M (8.0%)Investfort: R$6.5M (6.2%)Fundamenta: R$5.3M (5.0%)Truxt: R$5.2M (4.9%)Polo Capital: R$4.7M (4.5%)Others (29): R$40.1M (38.0%)Ujay CapitalTruxtRubik CapitalInvestfortFundamentaTruxtPolo CapitalOthers (29)R$105.5Min 36 tracked funds

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
Ujay Capital · ECLIPSEONHeld248.6K248.6K248.6K248.6K248.6K248.6K
Truxt · TRUXT LONG SHORT MASTERNew129.9K–––5K26.5K
Rubik Capital · JTPHeld91.3K91.3K91.3K91.3K91.3K91.3K
Investfort · INVESTFORT PENEDO FI FINANCEIRO - CIA - RESP LIMITADAHeld70K70K70K70K70K70K
Fundamenta · FUNDAMENTA FI FINANCEIRO - CIA - RESP LIMITADAHeld57.2K57K56.5K52.6K10.8K–
Truxt · TRUXT LONG BIAS MASTERNew55.6K––––25K
Polo Capital · POLO TOTAL RETURNHeld50.9K50.9K50.9K50.9K50.9K50.9K
BTG Pactual · MINERVAHeld50K50K50K50K50K50K
Safra · SAFRA DIVIDENDOSHeld48.3K48.4K48.4K47.9K46.1K43.6K
Safra · SAFRA GALILEO MASTERTrimmed46.1K58.5K62.8K62.8K–63.2K
Kapitalo · KAPITALO MASTER IAdded42.4K25.1K25.1K23.9K25.4K–
Itaú Unibanco · ITAÚ AÇÕES DIVIDENDOSAdded35K34.3K34.2K33.5K33.3K36.3K
Bayes Capital · AZ QUEST BAYES SISTEMÁTICOHeld29.2K29.4K29.6K29.9K29.9K79.9K
Truxt · TRUXT LONG BIAS MASTERNew28.3K––––19.3K
NEY Prado Junior · GULF IIIHeld20.7K20.7K20.7K20.7K20.7K20.7K
Truxt · TRUXT LONG SHORT MASTERNew19.7K––––4.6K
BB · BB TOP AÇÕES AGROAdded17K9K––10K–
AZ Quest · AZ QUEST LOW VOLTrimmed15K15.7K15.7K749100.7K60.2K
Santa FE · SANTA FÉ SCORPIUSHeld12.5K12.5K10.6K18.3K8.5K12.5K
Encore · ENCORE LONG BIASNew12.1K–––––
Truxt · TRUXT MACRO MASTERNew10.8K––––7.4K
Truxt · TRUXT LONG SHORT PLUS MASTERNew9.7K––––22.7K
Safra · SAFRA GLOBAL EQUITIESHeld9K9K9K9K9K9K
Rubik Capital · NORMANHeld6.9K6.9K6.9K6.9K6.9K6.9K
Encore · ENCORE LONG BIAS MASTERNew6.6K–––––

Funds holding it

All CVM funds
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep

Insiders

VLMO form, ten days after month-end

No insider trades in the last six months.

Monthly portfolios of open-ended equity and multi-strategy funds with at least R$ 50 million in assets, from CVM open data (CDA, daily report and registry; ODbL license). Funds can keep positions confidential for up to 180 days, so each portfolio shows the month it refers to. Delayed prices (brapi). Informational content, not investment advice.

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