 | |
Jefferies Group13F | |
| Leucadia National | |
| Last update 2025-05-08 | 1444 Stocks (415 new) |
| Value $11.09 Bil | Turnover 18 % |
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 |
CMI | Cummins Inc | 12,131 | 3,802.3 | +55,040.91% | 0.030 | +0.03% | 0.010 | -2.88% | -7.38% | 44,017.5 | Industrial Products | |
SRE | Sempra | 99,650 | 7,111.0 | +54,057.61% | 0.060 | +0.06% | 0.020 | +8.64% | -13.63% | 48,964.9 | Utilities - Regulated | |
NUVL | Nuvalent Inc | 34,940 | 2,477.9 | +23,996.55% | 0.020 | +0.02% | 0.050 | +6.13% | +1.65% | 5,714.2 | Biotechnology | |
VICI | VICI Properties Inc | 2,754,299 | 89,845.2 | New Holding | 0.810 | +0.81% | 0.260 | +4.10% | +14.28% | 34,337.7 | REITs | |
TIC | Acuren Corp | 5,000,000 | 55,600.0 | New Holding | 0.500 | +0.50% | 4.120 | -9.42% | -18.16% | 1,267.6 | Business Services | |
GFF | Griffon Corp | 755,155 | 53,993.6 | New Holding | 0.490 | +0.49% | 1.590 | -3.58% | +0.90% | 3,364.2 | Construction | |
REG | Regency Centers Corp | 435,690 | 32,136.5 | New Holding | 0.290 | +0.29% | 0.240 | -1.20% | -2.60% | 12,820.3 | REITs | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 300,000 | 24,528.0 | New Holding | 0.220 | +0.22% | 0.050 | +2.33% | +4.63% | 52,545.8 | ||
ARM | ARM Holdings PLC | 183,212 | 19,565.2 | New Holding | 0.180 | +0.18% | 0.020 | +27.10% | +28.05% | 167,321.3 | Semiconductors | |
J | Jacobs Solutions Inc | 145,338 | 17,569.9 | New Holding | 0.160 | +0.16% | 0.120 | +5.31% | -2.33% | 15,443.7 | Construction | |
PRMB | Primo Brands Corp | 500,000 | 17,745.0 | New Holding | 0.160 | +0.16% | 0.130 | -13.43% | -5.40% | 10,796.7 | Beverages - Non-Alcoholic | |
CLH | Clean Harbors Inc | 80,000 | 15,768.0 | New Holding | 0.140 | +0.14% | 0.150 | +13.74% | -0.79% | 12,233.6 | Waste Management | |
IVZ | Invesco Ltd | 951,449 | 14,433.5 | New Holding | 0.130 | +0.13% | 0.210 | -3.62% | -10.96% | 6,796.1 | Asset Management | |
DFS | Discover Financial Services | 72,597 | 12,392.3 | New Holding | 0.110 | +0.11% | 0.030 | +2.43% | +15.88% | 50,343.3 | Credit Services | |
HYGV |
FlexShares High Yield Value Scored Bond Index ETF
FlexShares High Yield Value Scored Bond Index ETF
| 253,944 | 10,254.3 | New Holding | 0.090 | +0.09% | 0.790 | +2.34% | +3.56% | 1,235.7 | ||
AZEK | The AZEK Co Inc | 172,528 | 8,434.9 | New Holding | 0.080 | +0.08% | 0.120 | +7.94% | +11.46% | 7,611.3 | Construction | |
IREN | IREN Ltd | 1,390,865 | 8,470.4 | New Holding | 0.080 | +0.08% | 0.620 | +62.36% | +22.35% | 2,906.0 | Capital Markets | |
AGI | Alamos Gold Inc | 300,000 | 8,022.0 | New Holding | 0.070 | +0.07% | 0.070 | -0.56% | +41.43% | 10,942.7 | Metals & Mining | |
ALC | Alcon Inc | 82,913 | 7,799.3 | New Holding | 0.070 | +0.07% | 0.020 | -5.47% | +3.34% | 42,549.2 | Medical Devices & Instruments | |
AEE | Ameren Corp | 82,229 | 8,255.8 | New Holding | 0.070 | +0.07% | 0.030 | -1.10% | +8.60% | 25,864.1 | Utilities - Regulated |
Total 1780
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