JBSS
John B. Sanfilippo & Son, Inc. · Consumer Defensive · Packaged Foods
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | -3 | 5.99M | $515.15M | +4 | −7 |
| Q1 2026 | 79 | +2 | 5.82M | $461.64M | +6 | −4 |
| Q4 2025 | 77 | 0 | 6.03M | $425.83M | — | — |
| Q3 2025 | 17 | +1 | 3.62M | $232.73M | +1 | — |
| Q2 2025 | 13 | 0 | 3.51M | $221.79M | — | — |
| Q1 2025 | 10 | -2 | 1.15M | $81.16M | — | −2 |
| Q4 2024 | 12 | 0 | 1.25M | $108.94M | +1 | −1 |
| Q3 2024 | 11 | 0 | 753.90K | $71.10M | +1 | −1 |
| Q2 2024 | 11 | — | 614.86K | $59.75M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 236.28K | — | $22.96M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 236.28K | — | $22.96M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 224.90K | — | $21.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | GAMCO Investors ✦ | 58.07K | — | $5.64M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 33.16K | — | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 33.16K | — | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 33.16K | — | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Norges Bank ✦ (pasivo) | 21.10K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 13.78K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 11.84K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 5.02K | — | $487,405 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 3.83K | — | $372,453 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Millennium Management ✦ | 3.81K | — | $370,121 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 3.06K | — | $297,340 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 212 tenedores, 8.32M acciones, $569.93M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.