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Slim family reports 22.6% PBF Energy (PBF) stake via Control Empresarial

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

Rhea-AI Filing Summary

Control Empresarial de Capitales and members of the Slim family filed an amended Schedule 13D reporting a significant stake in PBF Energy Inc.. As of March 4, 2026, they beneficially own 26,469,098 Class A common shares, representing 22.6% of PBF Energy’s outstanding Class A stock.

The percentage is based on 116,926,814 Class A shares outstanding as of February 6, 2026, as reported in PBF Energy’s Form 10-K. Voting and investment power over these shares is reported as shared, with no sole voting or dispositive power for any individual reporting person.

Positive

  • None.

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Carlos Slim Helu
Paseo De Las Palmas 781, Piso 3, Lomas De Chapultepec
Ciudad De Mexico, O5, 11000
(52) 55 5625 4961


Kyle A. Harris, Esq.
Cleary Gottlieb Steen & Hamilton LLP, One Liberty Plaza
New York, NY, 10006
(212) 225-2000

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
03/02/2026

(Date of Event Which Requires Filing of This Statement)


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 (as defined below) issued and outstanding as of February 6, 2026, as reported in the Issuer's Form 10-K filed with the Securities and Exchange Commission ("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:03/04/2026
Carlos Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/04/2026
Marco Antonio Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/04/2026
Patrick Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/04/2026
Maria Soumaya Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/04/2026
Vanessa Paola Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/04/2026
Johanna Monique Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:03/04/2026
Control Empresarial de Capitales, S.A. de C.V.
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit
Date:03/04/2026
Comments accompanying signature:
* The Powers of Attorney for the members of the Slim Family and Control Empresarial are each filed as an exhibit to this Amendment No. 7 and are all hereby incorporated herein by reference.

FAQ

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

The Slim family reports beneficial ownership of 26,469,098 PBF Energy Class A common shares, equal to 22.6% of the class. This large position is held through Control Empresarial de Capitales and reflects a significant minority stake in the company’s equity.

Who are the reporting persons in this PBF Schedule 13D/A filing?

The reporting persons are Carlos Slim Helu, several Slim family members, and Control Empresarial de Capitales, S.A. de C.V. Each reports the same 26,469,098 PBF Energy Class A shares with shared voting and dispositive power, reflecting indirect ownership through a Mexican trust.

How was the 22.6% ownership in PBF Energy (PBF) calculated?

The 22.6% ownership is calculated using 26,469,098 Class A common shares against a total of approximately 116,926,814 Class A shares outstanding. That total outstanding share count comes from PBF Energy’s Form 10-K filed with the SEC on February 12, 2026.

What class of PBF (PBF Energy) securities is covered by this 13D/A?

The filing covers PBF Energy’s Class A Common Stock with a par value of $0.001 per share. All reported ownership figures, including the 26,469,098 shares and 22.6% stake, relate specifically to this Class A common equity security.

How is control over the PBF Energy shares held by the Slim family structured?

Control Empresarial directly or indirectly owns the 26,469,098 PBF Energy Class A shares, while the Slim family are beneficiaries of a Mexican trust that owns all voting equity of Control Empresarial. This structure gives the family indirect beneficial ownership with shared voting and dispositive power.

What key dates are referenced in this PBF (PBF Energy) Schedule 13D/A?

The event requiring the filing is dated March 2, 2026, with beneficial ownership described as of March 4, 2026. The ownership percentage relies on PBF’s 116,926,814 outstanding Class A shares as of February 6, 2026, from its Form 10-K filed February 12, 2026.
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