Jabil Inc. (JBL): A Bull Case Theory
We came across a bullish thesis on Jabil Inc. on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on JBL.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Lee Munder Capital Group Lee Munder | 96,724 | $21,095,505 | -5% | 1.32% |
2. | Prescott Group Capital Management Phil Frohlich | 15,000 | $3,271,500 | 0.39% | |
3. | Bayforest Capital Theodoros Tsagaris | 1,931 | $421,151 | -38% | 0.18% |
4. | Navellier & Associates Louis Navellier | 1,580 | $344,598 | 0.04% | |
5. | ARK Investment Management Catherine D. Wood | 529 | $115,375 | +6% | 0% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$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 | |
$16.11 | 6,500 | $104,682.50 | 56,500 | 2013-12-20 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$219.43 | 282 | $61,879.26 | 33,834 | 2025-08-01 | Filing | |
$220.92 | 66 | $14,580.72 | 34,116 | 2025-08-01 | Filing | |
$215.31 | 46 | $9,904.26 | 34,182 | 2025-08-01 | Filing | |
$216.77 | 22 | $4,768.94 | 34,228 | 2025-08-01 | Filing | |
$221.66 | 22 | $4,876.52 | 34,250 | 2025-08-01 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 6,388,444 | $1,393,319,636 | 45.64% | |
2. | 2,893,485 | $628,519,374 | 0.04% | |
3. | 1,896,010 | $413,536,834 | 0.46% | |
4. | 958,214 | $208,986,402 | 0.04% | |
5. | 636,776 | $138,880,849 | 0.22% |