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Bernzott Capital Advisors: JBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on JBI, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 1,200,545 JBI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,200,545 shares
    Change vs previous 13F +123,855 shares

    2.67% of the 13F portfolio, value $6,663,024.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,076,690 shares
    Change vs previous 13F +223,270 shares

    2.66% of the 13F portfolio, value $5,544,954.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 853,420 shares
    Change vs previous 13F -183,073 shares

    2.66% of the 13F portfolio, value $5,581,367.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,036,493 shares
    Change vs previous 13F -1,965 shares

    4.83% of the 13F portfolio, value $10,230,186.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,038,458 shares
    Change vs previous 13F +16,922 shares

    4.32% of the 13F portfolio, value $8,453,048.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,021,536 shares
    Change vs previous 13F +57,713 shares

    3.62% of the 13F portfolio, value $7,355,059.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 963,823 shares
    Change vs previous 13F +270,480 shares

    3.5% of the 13F portfolio, value $7,084,099.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 693,343 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $7,009,698.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).