What smart money is saying about JBT Marel Corp.
No fund has written a full thesis on JBT Marel Corp. in our archive, but 9 fund letters report a position in it, most recently TimesSquare U.S. Small Cap Growth in September 2026.
Get an email when a fund buys, sells or pitches it
Fund signal · last 12 months
9 lettersToo few moves on JBT Marel Corp. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2026 and Q3 2026, 9 fund letters reported a position in JBT Marel Corp., with 2 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 1 | 2 | 0 |
| Q2 2026 | 3 | 1 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions · 4 moves
- September 2026
“JBT Marel Return: -27% · Avg. Weight: 2% · Total Effect: -31 bps JBTM is a leader in food processing automation equipment. Shares declined after revenue and earnings fell short of expectations despite posting solid demand indicators. The integration following the Marel merger reached its most difficult phase, hindering some operations as production facilities were consolidated.”
JBT Marel Corp. - September 2026
“July’s market rotation favoured value, which was a headwind for our growth-biased portfolios. This included some profit-taking in longer-term AI winners such as Seagate Technology and Applied Materials as well as software and automation plays Omnicell, JBT Marel and Cognex.”
JBT Marel Corp. - New positionFPA Crescent FundSeptember 2026
“Activity in the third quarter was largely a continuation of the events discussed in the first half commentary. In addition to trimming back on positions which have benefited from being associated with the AI ecosystem, we have added new names in healthcare (i.e. Boston Scientific, HCA) as well as SMIDs both domestic and abroad (i.e. Core & Main, Fluidra, JBT Marel).”
JBT Marel Corp. - September 2026
“JBT Marel | -0.97 pp (Industrials, Core Growth) JBT Marel fell approximately 27% during the quarter.”
JBT Marel Corp. - September 2026
Listed in Buffalo Funds Small Cap Growth Fund’s reported holdings.
JBT Marel Corp. - June 2026
Listed in Baron Small Cap Strategy’s reported holdings.
JBT Marel Corp. - June 2026
Listed in Buffalo funds Small Cap Growth Fund’s reported holdings.
JBT Marel Corp. - June 2026
“We made significant additions to our holdings in JBT Marel (JBTM) and UGI Corp. (UGI).”
JBT Marel Corp. - March 2026
Listed in Buffalo Small Cap Growth Fund’s reported holdings.
JBT Marel Corp.
Read the letters behind these JBT Marel Corp. 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.
View plans→