 | |
Jefferies Group13F | |
| Leucadia National | |
| Last update 2026-08-17 | 1510 Stocks (355 new) |
| Value $14.91 Bil | Turnover 29 % |
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 |
|---|
| Ticker |
JLL |
SPOT |
CORZ |
CLSK |
HWM |
UNH |
TNGX |
CGON |
ADC |
BBVA |
ES |
IRDM |
EGP |
XLB |
CC |
MGM |
AVDE |
CSTL |
AMKR |
FDV |
| 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 |
JLL | Jones Lang LaSalle Inc | 5,404 | 1,675.0 | +67,450.00% | 0.010 | +0.01% | 0.010 | +29.60% | +8.74% | 16,832.8 | Real Estate | |
SPOT | Spotify Technology SA | 115,639 | 53,093.3 | +20,116.61% | 0.360 | +0.36% | 0.060 | +9.23% | -6.39% | 111,759.7 | Interactive Media | |
CORZ | Core Scientific Inc | 210,635 | 5,390.1 | +13,942.33% | 0.040 | +0.04% | 0.070 | -39.29% | +11.95% | 5,237.9 | Software | |
CLSK | Cleanspark Inc | 1,443,286 | 20,999.8 | +13,706.06% | 0.140 | +0.14% | 0.560 | -36.40% | +14.82% | 2,984.2 | Capital Markets | |
HWM | Howmet Aerospace Inc | 144,402 | 38,823.9 | +10,185.04% | 0.260 | +0.26% | 0.040 | -5.10% | +19.66% | 97,686.4 | Aerospace & Defense | |
UNH | UnitedHealth Group Inc | 127,745 | 53,095.0 | +10,054.61% | 0.360 | +0.36% | 0.010 | +2.98% | +19.56% | 349,532.4 | Healthcare Plans | |
TNGX | Tango Therapeutics Inc | 2,010,534 | 62,849.3 | New Holding | 0.420 | +0.42% | 1.190 | +3.77% | +157.79% | 3,851.1 | Biotechnology | |
CGON | CG Oncology Inc | 769,947 | 54,704.7 | New Holding | 0.370 | +0.37% | 0.870 | +20.66% | +81.02% | 6,662.2 | Biotechnology | |
ADC | Agree Realty Corp | 523,700 | 39,665.0 | New Holding | 0.270 | +0.27% | 0.420 | -1.53% | +3.16% | 8,986.4 | REITs | |
BBVA | Banco Bilbao Vizcaya Argentaria SA | 1,000,000 | 25,060.0 | New Holding | 0.170 | +0.17% | 0.020 | +23.81% | +28.12% | 159,810.3 | Banks | |
ES | Eversource Energy | 334,254 | 24,156.5 | New Holding | 0.160 | +0.16% | 0.090 | +2.74% | +6.52% | 26,420.0 | Utilities - Regulated | |
IRDM | Iridium Communications Inc | 396,110 | 21,726.6 | New Holding | 0.150 | +0.15% | 0.370 | -8.98% | +172.82% | 4,979.0 | Telecommunication Services | |
EGP | EastGroup Properties Inc | 100,000 | 20,253.0 | New Holding | 0.140 | +0.14% | 0.190 | -0.45% | +13.80% | 10,727.8 | REITs | |
XLB |
State Street Materials Select Sector SPDR ETF
State Street Materials Select Sector SPDR ETF
| 400,400 | 20,352.3 | New Holding | 0.140 | +0.14% | 0.240 | +3.40% | +17.14% | 8,730.6 | ||
CC | The Chemours Co | 779,545 | 15,996.3 | New Holding | 0.110 | +0.11% | 0.520 | -29.38% | +33.88% | 2,341.8 | Chemicals | |
MGM | MGM Resorts International | 331,808 | 15,863.7 | New Holding | 0.110 | +0.11% | 0.130 | -5.29% | +13.35% | 10,405.9 | Travel & Leisure | |
AVDE | Avantis International Equity ETF | 160,596 | 14,325.2 | New Holding | 0.100 | +0.10% | 0.080 | +3.51% | +15.37% | 18,996.5 | ||
CSTL | Castle Biosciences Inc | 647,391 | 15,440.3 | New Holding | 0.100 | +0.10% | 2.120 | +56.76% | -15.09% | 1,009.0 | Medical Diagnostics & Research | |
AMKR | Amkor Technology Inc | 156,449 | 13,490.6 | New Holding | 0.090 | +0.09% | 0.060 | -31.93% | +20.17% | 11,751.8 | Semiconductors | |
FDV |
Federated Hermes U.S. Strategic Dividend ETF
Federated Hermes U.S. Strategic Dividend ETF
| 425,000 | 13,340.8 | New Holding | 0.090 | +0.09% | 1.560 | +7.62% | +18.84% | 901.0 |
Total 1896
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