What a Full $49 Million Exit From JBT Marel Signals for Long-Term Investors
Key Points
ACK Asset Management LLC sold 350,546 shares of JBT Marel Corporation in the fourth quarter.
As a result, the quarter-end value of the position declined by $49.23 million.
The position was previously 6.2% of the fund's AUM as of the prior quarter, highlighting the significance of the exit.
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On February 13, 2026, ACK Asset Management LLC disclosed in an SEC filing that it sold out of JBT Marel Corporation (NYSE:JBTM), liquidating 350,546 shares in a transaction estimated at $49.23 million.
What happened
According to an SEC filing dated February 13, 2026, ACK Asset Management fully liquidated its position in JBT Marel Corporation by selling 350,546 shares. The estimated transaction value was $49.23 million.
What else to know
- Top holdings after the filing:
- NYSE:MTRN: $59.03 million (7.5% of AUM)
- NYSE:GVA: $57.67 million (7.3% of AUM)
- NYSE:WMS: $56.48 million (7.1% of AUM)
- NYSE:ATS: $50.84 million (6.4% of AUM)
- NYSE:CNM: $46.77 million (5.9% of AUM)
- As of February 12, 2026, shares of JBT Marel Corporation were priced at $163.36, up 30.3% over the past year and outperforming the S&P 500 by 17.44 percentage points.
Company overview
| Metric | Value |
|---|---|
| Price (as of market close February 12, 2026) | $163.36 |
| Market capitalization | $8.58 billion |
| Revenue (TTM) | $3.26 billion |
| Net income (TTM) | ($110.60 million) |
Company snapshot
- JBT Marel Corporation provides integrated technology solutions for food and beverage processing, including chilling, mixing, portioning, cooking, freezing, packaging, and automated guided vehicle systems.
- The company generates revenue through the sale of equipment, value-added processing systems, and related services to food, beverage, and health industry clients worldwide.
- It serves a diversified customer base across the food, beverage, pharmaceutical, pet food, and industrial sectors, with a global footprint spanning North America, Europe, Asia Pacific, and Latin America.
JBT Marel Corporation is a leading provider of industrial machinery and automation solutions for the food and beverage sector, with a strong presence in global markets. The company leverages advanced technology to deliver end-to-end processing and packaging systems, supporting efficiency and product quality for its clients. Its broad portfolio and diversified customer base position it competitively within the industrial technology landscape.
What this transaction means for investors
Capital discipline shows up most clearly when a stock is working, and that seems to be the case here. JBT Marel delivered better-than-expected $1 billion in third-quarter revenue, with 49% generated from recurring revenue. Meanwhile, adjusted EBITDA reached $171 million, a 17.1% margin, while orders totaled $946 million and backlog stood at $1.3 billion. Management also raised full-year 2025 revenue guidance to a range of $3.76 billion to $3.79 billion, reflecting solid operational execution.
At the same time, leverage remains meaningful. Net debt totaled roughly $1.79 billion, with net debt to pro forma adjusted EBITDA at 3.1x, and integration costs, restructuring expenses, and acquisition-related amortization continue to weigh on GAAP profitability.
Within a portfolio tilted toward industrial and infrastructure names like Materion, Granite Construction, and Advanced Drainage Systems, this was one of the more cyclical capital equipment bets. Shares have climbed more than 30% over the past year.
For long-term investors, the key question is whether synergy targets and margin expansion can outpace integration risk. If execution continues, scale could drive durable earnings power. If not, valuation could reset quickly.
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Drainage Systems and Materion. The Motley Fool recommends ATS Corp. The Motley Fool has a disclosure policy.
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