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What smart money is saying about JabilUnited States flag

JBL

No fund has written a full thesis on Jabil in our archive, but 4 fund letters report a position in it — most recently Distillate Capital in June 2026.

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4
Reported positions
1
Bought
1
Sold
5
Letters

Position history

Between Q4 2024 and Q2 2026, 4 fund letters reported a position in Jabil — 1 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Jabil, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263110
Q4 20241000

Fund activity · 4 positions · 2 moves

  • TrimmedDistillate Capital
    June 2026

    Listed in Distillate Capital’s reported holdings.

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    Jabil
  • AddedJAG Capital Management Small Mid Cap Growth Strategy
    June 2026
    “The strategy’s top contributors included several AI-related holdings, including Bloom Energy (BE), Jabil (JBL), Lattice Semiconductor (LSCC), and Comfort Systems (FIX).”
    Read the letter
    Jabil
  • HoldsRenaissance IM Midcap Growth Strategy
    June 2026
    “AI-themed companies continued to lead the way, with Comfort Systems (FIX) and Quanta Services (PWR) once again taking top spots among the portfolio’s best performers. The com- panies reported very strong beat-and-raise quarters, with sales, operating earnings, and backlog growing strongly and exceeding expectations. They were joined by Jabil Services (JBL), which also reported a strong beat-and-raise quarter.”
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    Jabil
  • HoldsAMG Renaissance Large Cap Growth Fund
    December 2024

    Listed in AMG Renaissance Large Cap Growth Fund’s reported holdings.

    Read the letter
    Jabil

Also mentioned · 1

These funds discuss Jabil — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedMD SASS Concentrated Value
    June 2026
    “We have spent considerable time researching the theme over the last few years, and AI-related investments, including Jabil (JBL), Marvell (MRVL), Amphenol (APH), Williams Companies (WMB), and Quanta Services (PWR), drove nearly half of our performance last year.”
    Read the letter
    Jabil

Read the letters behind these Jabil positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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