Form 13F security

JBS N.V., Class A

Class Common Stock

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Davis Selected Advisers2026-06-30$593M2.5%SH 50,016,236
Duquesne Family Office LLC — Stanley Druckenmiller2026-06-30$7.8M0.1%SH 655,900
Dodge & Cox2026-06-30$0.8M<0.1%SH 67,250
Bridgewater Associates, LP2026-06-30<$1M<0.1%SH 32,162

Total $602M across 4 of 69 managers.

Call positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$3.5M<0.1%SH 298,600[CALL]

Total $3.5M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

Filed rows (5) — as filed
ManagerClassPut/callValue% of portfolioSH/PRN qtySource
Davis Selected AdvisersCommon Stock$593M2.5%SH 50,016,2360001036325-26-000020
Duquesne Family Office LLCCL A SHS$7.8M0.1%SH 655,9000001536411-26-000006
Point72 Asset Management, L.P.CL A SHS[CALL]$3.5M<0.1%SH 298,6000000919574-26-005520
Dodge & CoxCL A SHS$0.8M<0.1%SH 67,2500001193125-26-349535
Bridgewater Associates, LPCL A SHS<$1M<0.1%SH 32,1620001350694-26-000003

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by Point72 Asset Management, L.P..

Changes appear only where the prior quarter's validated report exists.