SCHEDULE Filed 2025-02-28 Event 2025-02-26 SEC 0001140361-25-006608 →

HELU CARLOS SLIM → PBF Energy Inc. PBF

Stake: 26.10% Shares: 30,094,998 CUSIP: 69318G106 Class: Class A Common Stock, $0.001 par value per share

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 28/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: +0.0%

Passive Schedule 13G filer baseline
High conviction ownership stake (26.1%)
Held by 1 tracked 13F institutional manager
19 NPORT-P mutual funds holding CUSIP
Moderate short days-to-cover (3.8 DTC)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

154 transactions

10 buys · 89 sales · 20 awards/exercises

Issuer Cluster

2 13D/G filings on this issuer

1 other filing besides this one

Filer Track Record

7 filings by this filer

6 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 3.75

11,224,599 shares short · -5.1% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $6.94M

Point72 Asset Mgmt

Post-Filing Returns · since 2025-02-26 on PBF

+1 day

0.0%

+5 days

0.0%

+30 days

0.0%

+60 days

0.0%

+90 days

0.0%

+180 days

0.0%

Anchor price 48.46 on closest trading day on/after 2025-02-26. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-09-10	Control Empresarial de Capitales S.A. de C.V.	10%+ owner	Sale	140,000	$77.30	$10.82M
2026-09-10	Control Empresarial de Capitales S.A. de C.V.	10%+ owner	Sale	175,776	$78.16	$13.74M
2026-09-09	Control Empresarial de Capitales S.A. de C.V.	10%+ owner	Sale	3,494	$77.23	$270K
2026-05-05	Control Empresarial de Capitales S.A. de C.V.	10%+ owner	Sale	220,000	$45.91	$10.10M
2026-05-04	Control Empresarial de Capitales S.A. de C.V.	10%+ owner	Sale	170,000	$44.75	$7.61M
2026-05-04	Control Empresarial de Capitales S.A. de C.V.	10%+ owner	Sale	30,000	$45.51	$1.37M
2026-04-30	Control Empresarial de Capitales S.A. de C.V.	10%+ owner	Sale	3,000	$44.41	$133K
2026-04-29	Control Empresarial de Capitales S.A. de C.V.	10%+ owner	Sale	362,000	$43.50	$15.75M
2026-04-28	Nimbley Thomas J.	director	Award	4,231	—	—
2026-04-28	Hodges Georganne	director	Award	4,231	—	—
2026-04-28	EDWARDS S EUGENE	director	Award	4,231	—	—
2026-04-28	Davis Karen Berriman	director	Award	4,231	—	—
2026-04-28	Ziemba Lawrence Michael	director	Award	4,231	—	—
2026-04-28	DONAHUE PAUL JOSEPH	director	Award	4,231	—	—
2026-04-28	Ogden George E.	director	Award	4,231	—	—
2026-04-28	Lubel Kimberly S	director	Award	4,231	—	—
2026-04-28	Abraham Spencer	director	Award	4,231	—	—
2026-04-28	Wilmot Damian W.	director	Award	4,231	—	—
2026-04-28	Wilmot Damian W.	director	F	1,142	$41.37	$47K
2026-04-28	Abraham Spencer	director	F	1,174	$41.37	$49K
2026-04-28	Lubel Kimberly S	director	F	931	$41.37	$39K
2026-04-28	Ogden George E.	director	F	931	$41.37	$39K
2026-04-28	DONAHUE PAUL JOSEPH	director	F	1,210	$41.37	$50K
2026-04-28	Ziemba Lawrence Michael	director	F	931	$41.37	$39K
2026-04-28	Davis Karen Berriman	director	F	1,375	$41.37	$57K

Showing 25 of 154

Other 13D/G Filings on PBF Energy Inc.

Filed	Form	Filer	Stake	Shares
2024-12-02	SC	HELU CARLOS SLIM	—	—	view →

Other Filings by HELU CARLOS SLIM

Filed	Form	Issuer	Stake	Shares
2026-10-20	SCHEDULE 13G	Talos Energy Inc.	—	—	view →
2026-10-13	SCHEDULE 13D/A	Talos Energy Inc.	—	29,659,036	view →
2026-09-17	SCHEDULE 13D/A	Talos Energy Inc.	23.40%	39,079,036	view →
2024-12-02	SC	PBF Energy Inc. PBF	—	—	view →
2022-10-12	SC	AMERICA MOVIL SAB DE CV/ AMXOF	—	—	view →
2022-02-03	SC	AMERICA MOVIL SAB DE CV/ AMXOF	—	—	view →

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