 | |
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 Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLD
CALL
| SPDR Gold Shares | 5,565,600 | 2,394,822.0 | 0% | 16.730 | 0% | 1.540 | -9.45% | -7.67% | 129,901.6 | ||
GLD
PUT
| SPDR Gold Shares | 2,516,500 | 1,082,824.8 | 0% | 7.560 | 0% | 0.700 | -9.45% | -7.67% | 129,901.6 | ||
SPY
PUT
| State Street SPDR S&P 500 ETF Trust | 1,033,400 | 672,061.4 | 0% | 4.690 | 0% | 0.100 | +12.55% | +8.10% | 773,921.7 | ||
SPY | State Street SPDR S&P 500 ETF Trust | 631,073 | 410,412.0 | -45.97% | 2.870 | -1.90% | 0.060 | +12.55% | +8.10% | 773,921.7 | ||
XBI | State Street SPDR S&P Biotech ETF | 2,314,720 | 295,659.2 | +34.96% | 2.070 | +0.54% | 3.750 | +25.36% | +22.90% | 9,285.8 | ||
QQQ
PUT
| INVESCO QQQ Trust | 438,800 | 253,266.6 | 0% | 1.770 | 0% | 0.070 | +21.82% | +15.95% | 473,224.1 | ||
QQQ | INVESCO QQQ Trust | 433,345 | 250,117.9 | -31.04% | 1.750 | -0.62% | 0.070 | +21.82% | +15.95% | 473,224.1 | ||
IWM | iShares Russell 2000 Index Fund | 884,238 | 219,291.1 | -48.80% | 1.530 | -1.08% | 0.320 | +19.54% | +21.03% | 82,494.7 | ||
XLE
PUT
|
State Street Energy Select Sector SPDR ETF
State Street Energy Select Sector SPDR ETF
| 2,568,700 | 157,358.6 | 0% | 1.100 | 0% | 0.360 | -11.31% | +21.47% | 36,382.0 | ||
NVDA | NVIDIA Corp | 742,295 | 129,456.2 | -64.19% | 0.900 | -1.29% | 0.000 | +13.67% | +6.78% | 4,817,799.1 | Semiconductors |
Jefferies Group's Historical Top Holdings Breakdowns
Jefferies Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | State Street SPDR S&P 500 ETF Trust | 2026-03-31 | Reduce Reduce | -1.90% | 631.97 ($679.9) 695.49 | $733.24 | 7.85% | Reduce -45.97% | 631,073 | -537,017 | |
NVDA | NVIDIA Corp | 2026-03-31 | Reduce Reduce | -1.29% | 165.17 ($183.46) 195.56 | $198.91 | 8.42% | Reduce -64.19% | 742,295 | -1,330,852 | |
GOOG | Alphabet Inc | 2026-03-31 | Reduce Reduce | -1.15% | 273.14 ($314.16) 344.9 | $345.02 | 9.82% | Reduce -90.88% | 71,311 | -710,282 | |
IWM | iShares Russell 2000 Index Fund | 2026-03-31 | Reduce Reduce | -1.08% | 239.61 ($257.95) 269.79 | $296.69 | 15.02% | Reduce -48.8% | 884,238 | -842,653 | |
| CDTX Unlock Delisted | Cidara Therapeutics Inc | 2026-03-31 | Sold Out Sold Out | -0.88% | 221.03 ($221.3) 221.38 | $221.38 | 0.04% | Sold Out | 0 | -766,520 | |
INSM | Insmed Inc | 2026-03-31 | Reduce Reduce | -0.84% | 136 ($153.74) 177.12 | $103.48 | -32.69% | Reduce -99.62% | 3,500 | -922,839 | |
PG | Procter & Gamble Co | 2026-03-31 | Reduce Reduce | -0.72% | 138.04 ($151.6) 167.2 | $152.04 | 0.29% | Reduce -96.99% | 30,037 | -967,727 | |
XRT | State Street SPDR S&P Retail ETF | 2026-03-31 | New Buy New Buy | +0.69% | 78.37 ($85.77) 90.88 | $88.22 | 2.86% | New holding | 1,230,000 | 1,230,000 | |
GLD | SPDR Gold Shares | 2026-03-31 | Reduce Reduce | -0.68% | 398.28 ($447.84) 495.9 | $365.92 | -18.29% | Reduce -96.77% | 10,948 | -328,010 | |
AVGO | Broadcom Inc | 2026-03-31 | Add Add | +0.67% | 293.41 ($329.05) 354.61 | $382.08 | 16.12% | Add 1012.51% | 342,431 | 311,651 |
Jefferies Group Total Holding History ($B)
Jefferies Group's Asset Allocation
Jefferies Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Jefferies Group's Hypothetical Growth since 2026-03-31
Jefferies Group's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Jefferies Group's Holdings Heat Map
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Jefferies Group's Holdings Bubble Chart
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