What smart money is saying about Jabil
JBL
No fund has written a full thesis on Jabil in our archive, but 2 fund letters report a position in it — most recently Distillate Capital in June 2026.
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2
Reported positions
1
Bought
1
Sold
3
Letters
Position history
Every position in Jabil on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- TrimmedDistillate CapitalJune 2026
Listed in Distillate Capital’s reported holdings.
Read the letterJabil - AddedJAG Capital Management Small Mid Cap Growth StrategyJune 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 letterJabil
Also mentioned · 1
These funds discuss Jabil — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMD SASS Concentrated ValueJune 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 letterJabil
Read the letters behind these Jabil positions
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