Automotive and Industrial Demand Recovery Fuels Jabil’s (JBL) Ongoing Momentum
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 930,900 | $354,244,996 | +228% | 0.12% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 918,257 | $353,969,708 | +9% | 0.16% |
| 3. | Point72 Asset Management Steve Cohen | 525,810 | $202,689,239 | -19% | 0.22% |
| 4. | Quantinno Capital Hoon Kim | 369,416 | $142,402,659 | -2% | 0.17% |
| 5. | D E Shaw D. E. Shaw | 359,239 | $138,479,450 | +24% | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $299.63 | 500 | $149,814.95 | 3,464 | 2026-07-17 | Filing | |
| $63.63 | 3,000 | $190,890.00 | 3,000 | 2021-12-20 | Filing | |
| $19.18 | 40 | $767.26 | 8,540 | 2016-01-26 | Filing | |
| $23.21 | 21,500 | $499,068.75 | 157,988 | 2015-03-25 | Filing | |
| $16.59 | 300 | $4,975.83 | 1,710 | 2013-12-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $320.59 | 232 | $74,376.88 | 38,894 | 2026-07-15 | Filing | |
| $317.88 | 209 | $66,436.92 | 39,126 | 2026-07-15 | Filing | |
| $319.11 | 135 | $43,079.85 | 39,335 | 2026-07-15 | Filing | |
| $315.05 | 115 | $36,230.75 | 39,470 | 2026-07-15 | Filing | |
| $316.45 | 89 | $28,164.05 | 39,585 | 2026-07-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,418 | $406,639 | 0.03% | |
| 2. | 345 | $98,967 | 0.08% | |
| 3. | 12 | $3,442 | 0% | |
| 4. | 3 | $861 | 0% | |
| 5. | 2,811 | $806 | 0.02% |