JBTM β€” JBT MAREL CORPORATION

Ownership history in Tortoise Investment Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Tortoise Investment Management, LLC reported JBT MAREL CORPORATION (JBTM) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows JBTM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JBTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Investment Management, LLC's position in JBT MAREL CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JBTM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tortoise Investment Management, LLC held JBTM β€” position size vs. price
% of Fund (quarterly)    JBTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4 +3 +300.0% 0.00% $562 2025-11-13 $137.35
2025 Q2 INITIATED 1 β€” β€” 0.00% $120 2025-08-08 $135.46

FAQ About Tortoise Investment Management, LLC and JBTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tortoise Investment Management, LLC reported owning JBTM?

Tortoise Investment Management, LLC reported JBTM across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported JBTM position in Tortoise Investment Management, LLC's portfolio?

The largest reported portfolio weight for JBTM was 0.00% in 2025 Q3.

What is the latest reported JBTM position on this page?

The most recent filing on this page is 2025 Q3, when Tortoise Investment Management, LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $562.

What does the chart on this JBTM ownership page compare?

The chart compares Tortoise Investment Management, LLC's quarterly JBTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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