Position
Steadtrust LLC in Jbs N.V.
Back to the book · All holders of JBS
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $614.6K$14.42 → $17.96
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q2 2025 | 170.3K | $2.49M | — | — | — | 2.0% |
| Q3 2025 | 172.8K | $2.58M | $14.93 | $54.5K | $37.3K | 1.7% |
| Q4 2025 | 173.6K | $2.5M | $14.42 | −$88.1K | $11.5K | 1.5% |
| Q1 2026 | 176.6K | $3.17M | $17.96 | $614.6K | $53.9K | 1.8% |