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13F filer · graded

JBF Capital, Inc.

#23 of 134

rank in today's book

84th

percentile

65.4%

niche skew

9

names held

Recent disclosed buys

Early or late at disclosure — and where each name sits today.

CVX2026-08-13Consensus at buyConsensus now+6%
XOM2026-08-13— at buyConsensus now
LLY2026-05-08Fading at buyConsensus now+21.5%
•••2026-05-08Consensus at buyEarly Conviction now
•••2026-05-08Fading at buyEarly Conviction now
•••2026-05-08Consensus at buyEmerging now
SLB2026-05-08Consensus at buyConsensus now−4%
REGN2026-02-12— at buyConsensus now
•••2026-02-12— at buyEarly Conviction now
4 of these names are live convictions — see which, and how early →

Similar filers

Oppenheimer & Close, LLC · 2 sharedNinety One North America, Inc. · 2 sharedConstitution Capital LLC · 2 sharedVeery Capital, LLC · 1 sharedNWK Group, Inc. · 1 shared

As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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