Slim Family group (NYSE: PBF) discloses 14.3% beneficial stake in PBF Energy
Rhea-AI Filing Summary
PBF Energy Inc. received an amended Schedule 13G reporting that the Slim Family and their investment holding company, Control Empresarial de Capitales S.A. de C.V., together beneficially own 14.3% of the company’s Class A common stock as of June 30, 2026.
The ownership percentage is calculated using 118,308,459 Class A shares issued and outstanding as of April 24, 2026, as reported in PBF Energy’s Form 10-Q. The group reports only shared voting and dispositive power over the shares, with no sole voting or dispositive power by any individual member.
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Key Figures
Beneficial Ownership Percentage: 14.3%
Shares Outstanding: 118,308,459 shares
CUSIP: 69318G106
+1 more
4 metrics
Beneficial Ownership Percentage
14.3%
Beneficial ownership of PBF Energy Class A common stock reported by the Slim Family and Control Empresarial as of June 30, 2026
Shares Outstanding
118,308,459 shares
Class A common shares issued and outstanding as of April 24, 2026, used for the ownership calculation
CUSIP
69318G106
CUSIP for PBF Energy Inc. Class A Common Stock, $0.001 par value per share
Ownership Date
06/30/2026
Date as of which the beneficial ownership position is reported in the Schedule 13G/A
Key Terms
beneficially own, shared voting power, shared dispositive power, Schedule 13G, +1 more
5 terms
beneficially own regulatory
"Calculations of the percentage of the Class A Common Shares beneficially owned are based on a total of approximately 118,308,459..."
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
Schedule 13G regulatory
"This statement is filed pursuant to Rule 13d-2(b) under the U.S. Securities Exchange Act of 1934..."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
sociedad anonima de capital variable financial
"Control Empresarial, a sociedad anonima de capital variable organized under the laws of the United Mexican States..."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What ownership stake in PBF (PBF) does the Slim Family report in this Schedule 13G/A?
The filing reports that the Slim Family and Control Empresarial collectively beneficially own 14.3% of PBF Energy’s Class A common stock, based on 118,308,459 shares outstanding as of April 24, 2026, as disclosed in the company’s Form 10-Q.
Who are the reporting persons in the PBF (PBF) Schedule 13G/A amendment?
The reporting persons are the Slim Family (seven named family members) and Control Empresarial de Capitales, S.A. de C.V., a Mexican holding company whose voting securities are owned through a Mexican trust benefiting the Slim Family.
As of what date is the 14.3% PBF (PBF) ownership reported in this 13G/A?
The beneficial ownership of 14.3% is reported as of June 30, 2026, using the share count outstanding as of April 24, 2026, as the basis for the percentage calculation under Schedule 13G rules.
Where are the principal business offices of the PBF (PBF) reporting group located?
The Slim Family and Control Empresarial list principal business addresses in Ciudad de Mexico, Mexico, with specific offices on Paseo de las Palmas in the Lomas de Chapultepec area, reflecting their Mexican domicile and organizational base.