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JBT Marel Corp

JBTM

1 story

$5.5B Market cap · 2026-10-12

JBTM · long

JBT Marel Corporation

JBT Marel is an enduring food-equipment business with low AI risk, automation upside and favorable GLP-1 exposure.

Value Investors Club May 26

Investor Letters

Letters that discuss JBTM.

Artisan Partners Artisan Small Cap Fund Quarterly Commentary Q1 2026 BWIN $4.5BCOMP $7.3BFLEX $42B
Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Q1 2026 ASMXF $45BCOHR $62BCOMP $7.3B
FPA Crescent Fund FPA Crescent Fund 3Q26 Commentary 3Q26 028260 $39BADI $197BCHTR $12B