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Slim family lifts PBF Energy (NYSE: PBF) stake to 24.6% ownership

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

Rhea-AI Filing Summary

PBF Energy Inc.’s major shareholder group, Control Empresarial de Capitales and members of the Slim family, updated their ownership disclosure in an Amendment No. 6 to their Schedule 13D.

As of February 11, 2026, Control Empresarial directly or indirectly owns 28,443,198 Class A shares of PBF Energy, representing 24.6% of the outstanding Class A common stock, based on 115,847,488 shares outstanding as of October 24, 2025.

The filing notes that from March 3, 2025 to June 6, 2025, Control Empresarial purchased an additional 728,500 Class A shares for approximately $13.5 million, funded with its working capital. 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 the same block of shares.

Positive

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Insights

Large existing holder modestly increases PBF Energy stake to 24.6%.

The amendment shows Control Empresarial and related Slim family members holding 28,443,198 PBF Energy Class A shares, or 24.6% of the class as of February 11, 2026. This confirms a sizeable, continuing strategic position in the company.

Between March 3, 2025 and June 6, 2025, Control Empresarial bought 728,500 additional shares for about $13.5 million using working capital. That purchase is incremental relative to the overall stake, so the filing mainly updates ownership data rather than signaling a major strategic shift.

The Slim family’s indirect beneficial ownership arises through a Mexican trust that controls all voting equity of Control Empresarial. Future ownership levels and any governance implications would become clearer only through subsequent public filings and company disclosures.






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 115,847,488 Class A Common Shares (as defined below) issued and outstanding as of October 24, 2025, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission ("SEC") on October 30, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 115,847,488 Class A Common Shares issued and outstanding as of October 24, 2025, as reported in the Issuer's Form 10-Q filed with the SEC on October 30, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 115,847,488 Class A Common Shares issued and outstanding as of October 24, 2025, as reported in the Issuer's Form 10-Q filed with the SEC on October 30, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 115,847,488 Class A Common Shares issued and outstanding as of October 24, 2025, as reported in the Issuer's Form 10-Q filed with the SEC on October 30, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 115,847,488 Class A Common Shares issued and outstanding as of October 24, 2025, as reported in the Issuer's Form 10-Q filed with the SEC on October 30, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 115,847,488 Class A Common Shares issued and outstanding as of October 24, 2025, as reported in the Issuer's Form 10-Q filed with the SEC on October 30, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 115,847,488 Class A Common Shares issued and outstanding as of October 24, 2025, as reported in the Issuer's Form 10-Q filed with the SEC on October 30, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Percent beneficially owned is based on approximately 115,847,488 Class A Common Shares issued and outstanding as of October 24, 2025, as reported in the Issuer's Form 10-Q filed with the SEC on October 30, 2025.


SCHEDULE 13D


Carlos Slim Helu
Signature:/s/ Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:02/11/2026
Carlos Slim Domit
Signature:/s/ Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:02/11/2026
Marco Antonio Slim Domit
Signature:/s/ Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit
Date:02/11/2026
Patrick Slim Domit
Signature:/s/ Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:02/11/2026
Maria Soumaya Slim Domit
Signature:/s/ Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:02/11/2026
Vanessa Paola Slim Domit
Signature:/s/ Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:02/11/2026
Johanna Monique Slim Domit
Signature:/s/ Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:02/11/2026
Control Empresarial de Capitales, S.A. de C.V.
Signature:/s/ Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:02/11/2026
Comments accompanying signature:
* See the Powers of Attorney for the members of the Slim Family and Control Empresarial, which are filed as exhibits to the Schedule 13D/A filed by the Slim Family and Control Empresarial with the SEC on February 3, 2022 in connection with their beneficial ownership of American Depositary Shares, each representing 20 Series L Shares of America Movil, S.A.B. de C.V., are hereby incorporated herein by reference.

FAQ

What ownership stake in PBF (PBF Energy Inc.) does the Slim family report?

The Slim family group, through Control Empresarial, reports beneficial ownership of 28,443,198 Class A shares of PBF Energy, representing 24.6% of the outstanding Class A common stock as of February 11, 2026, based on 115,847,488 shares outstanding October 24, 2025.

How many PBF (PBF Energy) shares did Control Empresarial recently purchase?

Control Empresarial purchased 728,500 PBF Energy Class A shares between March 3, 2025 and June 6, 2025. These shares cost approximately $13.5 million in total and were acquired using Control Empresarial’s working capital, modestly increasing its already large position in the company.

Who are the reporting persons in the PBF (PBF Energy) Schedule 13D/A Amendment No. 6?

The reporting persons include Carlos Slim Helu, several Slim family members, and Control Empresarial de Capitales, S.A. de C.V. Each reports shared voting and dispositive power over 28,443,198 PBF Energy Class A shares through their indirect interests in Control Empresarial and its controlling trust.

How is the Slim family’s indirect ownership in PBF (PBF Energy) structured?

The Slim family are beneficiaries of a Mexican trust that owns all issued and outstanding voting equity securities of Control Empresarial. Because Control Empresarial holds 28,443,198 PBF Energy Class A shares, the family may be deemed to indirectly beneficially own the same block of shares under SEC rules.

What share count did PBF (PBF Energy) report for calculating the 24.6% stake?

The 24.6% ownership calculation is based on approximately 115,847,488 PBF Energy Class A common shares issued and outstanding as of October 24, 2025, as reported in the company’s Form 10-Q filed with the SEC on October 30, 2025 and referenced in the Schedule 13D/A amendment.

What type of security is covered in this PBF (PBF Energy) Schedule 13D/A filing?

The filing covers PBF Energy’s Class A Common Stock with a par value of $0.001 per share. It specifically addresses beneficial ownership and recent purchases of these Class A common shares by Control Empresarial and members of the Slim family reporting group.