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Slim family entities report 21.2% Class A stake in PBF Energy (PBF)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

PBF Energy Inc. received an updated large-shareholder disclosure showing continued significant ownership by entities related to the Slim family. As of March 16, 2026, Control Empresarial de Capitales, S.A. de C.V. directly or indirectly owns 24,746,098 Class A common shares of PBF Energy, representing 21.2% of the outstanding Class A stock.

This percentage is calculated based on 116,926,814 Class A shares outstanding as of February 6, 2026, as reported in PBF Energy’s Form 10-K. Members of the Slim family, as beneficiaries of a Mexican trust that owns all voting equity of Control Empresarial, may be deemed to indirectly beneficially own these shares. The filing is labeled Amendment No. 8 to a previously reported position.

Positive

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Negative

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Insights

Slim-related entities reaffirm a sizable, over-20% stake in PBF Energy.

The disclosure shows Control Empresarial and Slim family members collectively reporting beneficial ownership of 24,746,098 PBF Energy Class A shares, or 21.2% of the class. This reflects a large strategic position rather than a small trading stake.

The filing is Amendment No. 8, indicating prior ownership reports and an ongoing relationship with the company’s equity. It ties the percentage to 116,926,814 shares outstanding as of February 6, 2026, grounding the stake size in the issuer’s own disclosure.

While the excerpt references additional transactions in Schedule 1, their details are not visible here, so the main takeaway is the confirmed scale of ownership and the link between Control Empresarial and the Slim family’s indirect beneficial interest.

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If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).






SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 116,926,814 Class A Common Shares issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the SEC on February 12, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 116,926,814 Class A Common Shares issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the SEC on February 12, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 116,926,814 Class A Common Shares issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the SEC on February 12, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 116,926,814 Class A Common Shares issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the SEC on February 12, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 116,926,814 Class A Common Shares issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the SEC on February 12, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 116,926,814 Class A Common Shares issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the SEC on February 12, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 116,926,814 Class A Common Shares issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the SEC on February 12, 2026


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 116,926,814 Class A Common Shares issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the SEC on February 12, 2026.


SCHEDULE 13D


Carlos Slim Helu
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/13/2026
Carlos Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/13/2026
Marco Antonio Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit
Date:03/13/2026
Patrick Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/13/2026
Maria Soumaya Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/13/2026
Vanessa Paola Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/13/2026
Johanna Monique Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/13/2026
Control Empresarial de Capitales, S.A. de C.V.
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/13/2026

FAQ

How large is the Slim family’s reported stake in PBF (PBF) Energy?

The filing reports beneficial ownership of 24,746,098 PBF Energy Class A shares, equal to 21.2% of the class. This percentage is based on 116,926,814 shares outstanding as of February 6, 2026, from the company’s Form 10-K.

Which entities are reporting beneficial ownership of PBF (PBF) Energy shares?

The amendment lists multiple Slim family members and Control Empresarial de Capitales, S.A. de C.V. as reporting persons. Control Empresarial directly or indirectly holds the 24,746,098 Class A shares, while the Slim family may be deemed to own them indirectly through a Mexican trust.

What percentage of PBF (PBF) Energy’s Class A stock is owned by Control Empresarial?

Control Empresarial is reported to own 24,746,098 PBF Energy Class A shares, representing 21.2% of the outstanding Class A stock. This ownership percentage is calculated using 116,926,814 shares outstanding as of February 6, 2026, as disclosed in PBF’s Form 10-K.

What is the reference share count used to calculate ownership in this PBF (PBF) filing?

The filing calculates ownership percentages using a total of 116,926,814 PBF Energy Class A shares outstanding as of February 6, 2026. That figure comes from the company’s Form 10-K filed on February 12, 2026, and underpins the reported 21.2% beneficial ownership stake.

How is the Slim family connected to Control Empresarial in the PBF (PBF) stake?

The filing states that Slim family members are beneficiaries of a Mexican trust that owns all voting equity of Control Empresarial. Because Control Empresarial holds 24,746,098 PBF Energy Class A shares, the Slim family may be deemed to beneficially own those shares indirectly through that structure.

What type of securities in PBF (PBF) Energy are covered by this ownership report?

The report concerns PBF Energy’s Class A Common Stock, with a par value of $0.001 per share. All stated ownership figures, including the 24,746,098 shares and 21.2% stake, refer specifically to this Class A common equity.