Transaction log

  • Feb 18, 2020 - Bought 10 @ $78.66 (0.79% wtg, opportunistic)

  • Jul 6, 2026 - Sold 10 @ $88.83 (closed, 0% wtg)

John B. Sanfilippo & Son

Location: Elgin, Illinois

 

Estimated fair value history

  • Mar-25 - $87 (7.0% MFCF yield)

  • Jun-25 - $84

  • Dec-25 - $90

  • Mar-26 - $89

Profile

Symbol: JBSS

Industry: Packaged foods

Sector: Consumer defensive

Theme: Bear market, prolonged recession

5-Year shareholder growth: +9.1%/year

Estimated fair value: $89

Valuation assumption: 7.0% MFCF yield

Operating income/gross profit: 44.4%

Insider ownership: 23.1%