JBSS
John B. Sanfilippo & Son, Inc. · Consumer Defensive · Packaged Foods
Input di momentum (manager comparabili):
ampiezza dei detentori +6.2% ·
flusso azionario -3.4% ·
nuove posizioni nette +5.9%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q3 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 1.37M | -6.4% | $88.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passivo) | 783.89K | +0.1% | $50.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passivo) | 783.89K | +0.1% | $50.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passivo) | 783.89K | +0.1% | $50.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passivo) | 783.89K | +0.1% | $50.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passivo) | 783.89K | +0.1% | $50.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passivo) | 354.83K | -0.8% | $22.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 236.75K | -12.9% | $15.22M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passivo) | 204.84K | +0.8% | $13.17M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passivo) | 204.84K | +0.8% | $13.17M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | GAMCO Investors ✦ | 171.53K | +1.8% | $11.03M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 111.59K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 111.59K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 111.59K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 111.59K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 111.59K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 111.59K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 111.59K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 109.25K | +9.5% | $7.02M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 71.81K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 71.81K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 71.81K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 71.81K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 71.81K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 71.81K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 71.81K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 71.81K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 56.43K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 56.43K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Millennium Management ✦ | 47.24K | -36.4% | $3.04M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 41.90K | +183.7% | $2.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 41.90K | +183.7% | $2.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 41.90K | +183.7% | $2.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 41.90K | +183.7% | $2.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 41.90K | +183.7% | $2.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 24.12K | -32.6% | $1.55M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 16.58K | +6.0% | $1.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 12.01K | -8.2% | $771,810 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 50 | Point72 Asset Management ✦ | 2.30K | Nuovo | $147,844 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 1.74K | +11.8% | $111,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 1.74K | +11.8% | $111,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Point72 Asset Management | $147,844 | 0.0% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 212 detentori, 8.32M azioni, $569.93M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.