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13F filer · graded

JBF Capital, Inc.

#32 of 164

rank in today's book

81th

percentile

65.4%

niche skew

11

names held

Recent disclosed buys

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

CVX2026-08-13— at buyConsensus now
XOM2026-08-13— at buyConsensus now
LLY2026-05-08Fading at buyConsensus now+34.3%
VZ2026-05-08Consensus at buyConsensus now−5.4%
SSRM2026-05-08— at buyConsensus now
DIS2026-05-08Fading at buyConsensus now+4.2%
GS2026-05-08Consensus at buyFading now−6.5%
SLB2026-05-08Consensus at buyConsensus now−0.4%
•••2026-02-12Consensus at buyEarly Conviction now
•••2026-02-12— at buyEarly Conviction now
ELV2026-02-12— at buyConsensus now
2 of these names are live convictions. See which, and how early →

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As of 2026-10-23. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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