 | |
Jefferies Group13F | |
| Leucadia National | |
| Last update 2026-05-12 | 1571 Stocks (366 new) |
| Value $14.31 Bil | Turnover 19 % |
Jefferies Group Profile
Harvard graduates Ian Cummings and Joseph S. Steinberg gained control of Talcott National Corporation in 1980 and renamed it Leucadia National. In 2013, the company was acquired by Jefferies Group, and Richard Handler became chief executive officer. The company was renamed to Jefferies Financial Group (JEF) in 2018.
Through its subsidiaries, Jefferies engages in investment banking, banking and lending, telecommunications, healthcare services, manufacturing, real estate and winery businesses, among others. The Jefferies Group segment offers a full range of investment banking, equities, fixed income, asset and wealth management products and services.
Through its subsidiaries, Jefferies engages in investment banking, banking and lending, telecommunications, healthcare services, manufacturing, real estate and winery businesses, among others. The Jefferies Group segment offers a full range of investment banking, equities, fixed income, asset and wealth management products and services.
Jefferies Group Investing Philosophy
Using a value investing approach, Jefferies buys distressed and out of favor companies at discount prices, revives them and sells them for a profit. The company’s strategy is as follows: don't overpay, buy companies that make products or provide services that people need or want, sheltered earnings are more valuable than taxed earnings, and once again, don't overpay.
Jefferies Group's Portfolio
Jefferies Group Current Holdings
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
EEM | iShares MSCI Emerging Markets ETF | 257,169 | 14,604.6 | +989,011.54% | 0.100 | +0.10% | 0.060 | +3.23% | +17.84% | 28,399.0 | ||
BE | Bloom Energy Corp | 8,824 | 1,195.6 | +882,300.00% | 0.010 | +0.01% | 0.000 | -1.59% | +137.90% | 58,798.8 | Industrial Products | |
PRCH | Porch Group Inc | 2,412,555 | 17,298.0 | +42,675.80% | 0.120 | +0.12% | 2.210 | +77.82% | +50.16% | 1,499.9 | Insurance | |
JCI | Johnson Controls International PLC | 524,615 | 68,698.3 | +21,942.65% | 0.480 | +0.48% | 0.090 | +2.49% | +18.09% | 85,776.2 | Construction | |
KVUE | Kenvue Inc | 1,400,000 | 24,136.0 | +20,355.87% | 0.170 | +0.17% | 0.070 | +10.30% | +12.92% | 36,537.8 | Consumer Packaged Goods | |
PPL | PPL Corp | 1,474,771 | 56,336.3 | +18,339.25% | 0.390 | +0.39% | 0.200 | -7.69% | +4.47% | 27,103.4 | Utilities - Regulated | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 836,081 | 66,518.6 | +15,698.96% | 0.460 | +0.46% | 0.400 | +0.81% | +1.95% | 16,774.0 | ||
CTMX | CytomX Therapeutics Inc | 3,067,864 | 14,419.0 | +12,809.71% | 0.100 | +0.10% | 1.410 | -26.89% | -16.08% | 778.3 | Biotechnology | |
XRT | State Street SPDR S&P Retail ETF | 1,230,000 | 98,978.1 | New Holding | 0.690 | +0.69% | 41.000 | +7.43% | +6.72% | 448.4 | ||
ALLE | Allegion PLC | 335,391 | 48,729.0 | New Holding | 0.340 | +0.34% | 0.390 | -0.82% | -11.51% | 12,012.1 | Business Services | |
GRAL | GRAIL Inc | 657,500 | 33,979.6 | New Holding | 0.240 | +0.24% | 1.530 | +45.06% | -16.16% | 3,079.7 | Medical Diagnostics & Research | |
ARKG | ARK Genomic Revolution ETF | 750,821 | 19,836.7 | New Holding | 0.140 | +0.14% | 2.190 | +33.56% | +37.57% | 1,669.9 | ||
HPE | Hewlett Packard Enterprise Co | 826,500 | 19,679.0 | New Holding | 0.140 | +0.14% | 0.060 | +75.67% | +90.57% | 60,052.6 | Hardware | |
VO | Vanguard Mid-Cap ETF | 70,000 | 20,102.6 | New Holding | 0.140 | +0.14% | 0.010 | +6.41% | +11.42% | 102,179.1 | ||
DNTH | Dianthus Therapeutics Inc | 202,410 | 16,986.3 | New Holding | 0.120 | +0.12% | 0.370 | +1.57% | +128.96% | 5,158.0 | Biotechnology | |
IEF | iShares 7-10 Year Treasury Bond ETF | 181,439 | 17,316.5 | New Holding | 0.120 | +0.12% | 0.040 | -0.81% | -0.65% | 47,018.7 | ||
PR | Permian Resources Corp | 728,397 | 15,529.4 | New Holding | 0.110 | +0.11% | 0.090 | -2.55% | +43.02% | 16,519.7 | Oil & Gas | |
ACWI | iShares MSCI ACWI Index Fund | 102,058 | 14,121.8 | New Holding | 0.100 | +0.10% | 0.050 | +5.73% | +11.27% | 33,097.4 | ||
APLD | Applied Digital Corp | 459,504 | 10,908.6 | New Holding | 0.080 | +0.08% | 0.160 | -13.26% | +6.44% | 7,458.6 | Software | |
XME |
State Street SPDR S&P Metals & Mining ETF
State Street SPDR S&P Metals & Mining ETF
| 104,700 | 11,308.6 | New Holding | 0.080 | +0.08% | 0.230 | -14.73% | -4.51% | 3,952.4 |
Total 1977
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