JBL
Jabil Inc
2 super-investors hold JBL worth a combined $169M. The largest position: Stanley Druckenmiller at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 53 — ranked #32 of 724 scored stocks.
Why super-investors own JBL
The dominant development this quarter is Stanley Druckenmiller initiating a new position in JBL, representing 0.7% of his portfolio at roughly $22M — making it his highest-conviction bet within the two-name cohort. Joel Greenblatt has held a longer-standing position worth $147M, though at just 0.1% of his portfolio it functions more as a quantitative screen inclusion than a high-conviction call. Cohort ownership had been flat at one holder for eight consecutive quarters before Druckenmiller's entry, so his addition is the first sign of rising interest among tracked super-investors. Combined exposure sits at $169M, and with no trims or exits this quarter, the overall signal is cautiously constructive but remains thinly held.
AI-synthesized from 13F filings. Not investment advice.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 37q | $147M | 553,316 |
| 2 | Stanley Druckenmiller | 0.7% | — 1q | $22M | 82,200 |
Owners of JBL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.7% | +100% | $22M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 466313103. Not investment advice.