Slim family details 19.3% PBF Energy (NYSE: PBF) ownership stake
Rhea-AI Filing Summary
PBF Energy Inc. received an Amendment No. 9 to a Schedule 13D from entities affiliated with the Slim family regarding its Class A common stock. As of March 20, 2026, Control Empresarial de Capitales, S.A. de C.V. directly or indirectly owns 22,604,898 Class A shares, representing 19.3% of the outstanding Class A stock.
The filing explains that members of the Slim family are beneficiaries of a Mexican trust that owns all voting equity of Control Empresarial, so they may be deemed to indirectly beneficially own these shares. Voting and dispositive power over the same 22.6 million shares is reported on a shared basis, with no sole voting or dispositive power listed for any individual reporting person.
The ownership percentage is calculated using 116,926,814 Class A shares outstanding as of February 6, 2026, as disclosed in PBF Energy’s Form 10-K. Recent transactions since the prior amendment are referenced in a schedule to the statement.
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Insights
Slim-affiliated entities report a sizable 19.3% stake in PBF Energy, signaling a concentrated shareholder presence but no stated strategic changes.
The filing shows Control Empresarial and Slim family members reporting shared beneficial ownership of 22,604,898 PBF Energy Class A shares, equal to 19.3% of the class based on 116,926,814 shares outstanding as of February 6, 2026. This makes them a major shareholder with significant voting influence.
All reporting persons list zero sole voting or dispositive power and identical shared power over the same shares, indicating coordinated reporting through the Mexican trust that owns Control Empresarial’s voting equity. The filing references additional share transactions in a schedule, but the excerpt focuses on the updated ownership levels. Overall, this refines disclosure of a large, established position rather than introducing a new strategic event.
FAQ
What ownership stake in PBF (PBF) does the Slim family report?
Which entities linked to Carlos Slim are reporting PBF (PBF) holdings?
How much voting power do Slim-affiliated entities report in PBF Energy (PBF)?
What is the reference share count used to calculate the Slim stake in PBF (PBF)?
What period does the latest PBF (PBF) Schedule 13D/A amendment cover?
How is Control Empresarial related to the Slim family in the PBF (PBF) filing?