
What smart money is saying about John B. Sanfilippo & Son, Inc.
1 fund in our archive has pitched John B. Sanfilippo & Son, Inc., most recently Schafer Cullen Small Cap Value Equity in December 2025.
John B. Sanfilippo & Son, Inc., through its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. The company offers raw and processed nuts, including almonds, pecans, peanuts, black walnuts, English walnuts, cashews, macadamia nuts, pistachios, pine nuts, Brazil nuts, and filberts in various styles and seasonings. It also offers peanut butter in various sizes and varieties; snack and trail mixes, salad toppings, snacks, snack bites, dried fruit, and chocolate and yogurt coated products; baking ingredients; bulk food products; sunflower kernels, pepitas, almond and cashew butter, candy and confections, corn snacks, chickpea snacks, sesame sticks, and other sesame snack products; and various toppings for ice cream and yogurt. In addition, the company operates a retail store. The company provides its products under the Fisher, Orchard Valley Harvest, Squirrel Brand, and Southern Style Nuts brands, as well as under various private brands. It serves retailers and wholesalers, and commercial ingredient and contract packaging customers through a network of independent brokers, distributors, and suppliers. John B. Sanfilippo & Son, Inc. was founded in 1922 and is headquartered in Elgin, Illinois.
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Position history
Every position in John B. Sanfilippo & Son, Inc. on record in the archive was reported in Q4 2025, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- December 2025
“Purchases John B. Sanfilippo & Son (JBSS) is a leading processor and distributor of tree nuts and peanuts, supplying branded, private-label, and ingredient products across retail, foodservice, and industrial end markets.”
John B. Sanfilippo & Son, Inc.
Fund coverage · 1 thesis
- Schafer Cullen Small Cap Value EquityDecember 2025
John B. Sanfilippo & Son is a leading nut processor with integrated operations, resilient demand tailwinds, margin recovery potential, disciplined capital allocation, and attractive valuation.
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