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JBS食品 JBS

美股市值排名 #529包装食品
$12.48 −$0.32 (-2.50%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $12.79 +2.48%
开盘$12.45
昨收$12.80
当日区间$12.25 – $12.51
成交量7.52M
市值$41.06B
市盈率（TTM）11.7
股息率8.01%

股权结构与仓位

谁在持有、谁在做空，以及大资金的流向

机构持股比例95.8%-0.38 个百分点，较上季度
持仓机构数419+30 ，较上季度
内部人近期交易3次买入 / 1次卖出净买入
空头持仓比例1.28% 占流通股回补天数 6.3 · 截至 15 Oct 2026
卖空成交量占比32.0%近5日成交量平均占比

卖空成交量占当日成交量比例

21%28%34%41%Sep '26Oct '26Nov '26

大单净流入，近20个交易日

大单买入减卖出的净额（美元）。该窗口期内：+$40.38M（12个净流入日，8个净流出日）。

按单量净流入，近20个交易日

+$2.7M超大单+$37.6M大单+$14.3M中单+$23.9M小单

超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。

已披露的前五大股东合计持有80.8%的流通股。

最大股东

  • J&F S.A.50.20%
  • BNDES Participações S.A. - BNDESPAR18.61%
  • Davis Selected Advisers LP4.67%
  • Capital Research4.10%
  • BlackRock3.22%
  • D. E. Shaw & Co., L.P.1.05%
  • State Street Global Advisors0.75%
  • Brandes Investment Partners, LP0.72%

按投资者类型

  • Private Company51.26%
  • Mutual Fund21.05%
  • VC/PE Fund18.70%
  • Hedge Fund2.68%
  • Public Company1.05%
  • Government Pension Fund0.88%
  • Individual/Insider0.56%
  • Family Office/Trust0.09%

过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从1.07%升至1.28%。

近期机构持仓变动

股东类型期间持股变动新持股比例
Putnam LLC Mutual Fund 2026/Q3 +506,012 0.0%
Davis Selected Advisers LP Mutual Fund 2026/Q3 +23,771,576 4.7%
D. E. Shaw & Co., L.P. Hedge Fund 2026/Q3 +4,886,389 1.1%
Brandes Investment Partners, LP Mutual Fund 2026/Q3 +4,711,219 0.7%
Discovery Capital Management, LLC Hedge Fund 2026/Q3 +2,070,900 0.5%
Assenagon Asset Management S.A. Mutual Fund 2026/Q3 +1,845,236 0.2%
J.P. Morgan Mansart Management Limited Mutual Fund 2026/Q3 +1,470,920 0.1%
STRS Ohio Government Pension Fund 2026/Q3 +1,373,058 0.1%
Van Eck Associates Corporation Mutual Fund 2026/Q3 +1,002,030 0.3%
Bank of America Corporation Public Company 2026/Q3 +986,117 0.1%
ARGA Investment Management, LLC Mutual Fund 2026/Q3 +952,116 0.1%
Alberta Investment Management Corporation Government Pension Fund 2026/Q3 +880,300 0.6%
Susquehanna International Group, LLP Private Company 2026/Q3 +854,205 0.1%
Raymond James Financial, Inc. Public Company 2026/Q3 +768,153 0.4%
Ovata Capital Management Limited Hedge Fund 2026/Q3 +756,939 0.1%

按报告期列出的机构买卖动态，变动幅度从大到小排列。

内部人交易

日期内部人职位交易类型股数价格交易后持股
23 Aug 2026 Guilherme Cavalcanti Global CFO & Investor Relations Officer Open Market Disposition -183,501 $13.85 –
8 Jun 2026 Guilherme Cavalcanti Global CFO & Investor Relations Officer Other Derivative Acquisition +112,098 – 112,098
20 May 2026 Guilherme Cavalcanti Global CFO & Investor Relations Officer Other Derivative Acquisition +185,828 – 185,828
20 May 2026 Jeremiah O’Callaghan President of the Board Other Derivative Acquisition +76,782 – 27,228
17 Mar 2026 Raul Padilla Independent Non-Executive Director Initial Statement of Beneficial +0 – 55,000
17 Mar 2026 Guilherme Cavalcanti Global CFO & Investor Relations Officer Initial Statement of Beneficial +0 – 1,139,914
17 Mar 2026 Gilberto Tomazoni Global Chief Executive Officer & Executive Director Initial Statement of Beneficial +0 – 1,519,885
17 Mar 2026 J&F S.A. Initial Statement of Beneficial +0 – 294,842,184
17 Mar 2026 Jeremiah O’Callaghan President of the Board Initial Statement of Beneficial +0 – 19,718
17 Mar 2026 Carlos Hamilton Araujo Lead Independent Director Initial Statement of Beneficial +0 – 5,000

数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。

空头持仓（按报告期）

报告日期空头股数占流通股比例回补天数
15 Oct 2026 42,145,317 1.3% 6.3
30 Sep 2026 42,528,396 1.3% 8.4
15 Sep 2026 39,899,842 1.2% 8.3
31 Aug 2026 39,726,571 1.2% 7.4
14 Aug 2026 37,579,693 1.1% 5.7
31 Jul 2026 35,200,439 1.1% 6.6

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