SEC 13F Intelligence

Intrinsic Value Partners, LLC / J

Intrinsic Value Partners, LLC’s Jacobs Solutions Inc Position

Does Intrinsic Value Partners, LLC own Jacobs Solutions Inc (J)? Yes — 10.9K shares worth $1M (+1.07% of its 13F portfolio) as of Q1 2026, down from 13.9K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
10.9K
% of Portfolio
+1.07%
Quarters Held
15
currently held

Position History J

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $2,278Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.9K$1M+1.07%
Q4 202513.9K$2M+1.38%
Q3 202515.2K$2M+1.84%
Q2 202515.2K$2M+1.78%
Q1 202515.8K$2M+1.89%
Q4 202417.0K$2M+2.28%
Q3 202417.0K$2M+2.22%
Q2 202417.2K$2M+2.51%
Q1 202417.5K$3M+2.86%
Q4 202317.7K$2M+2.69%
Q3 202317.8K$2M+3.12%
Q2 202317.9K$2M+2.68%
Q1 202318.8K$2M+2.99%
Q4 202219.0K$2,278+3.12%
Q3 202222.4K$2M+3.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Value Partners, LLC’s full portfolio or all institutional holders of J.