 | |
Jefferies Group13F | |
| Leucadia National | |
| Last update 2024-11-14 | 1265 Stocks (358 new) |
| Value $13.60 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 Top Holdings of 2024-09-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY
PUT
| SPDR S&P 500 ETF Trust | 3,482,700 | 1,998,233.9 | 0% | 14.700 | 0% | 0.340 | +8.85% | +28.85% | 638,857.3 | ||
GLD
CALL
| SPDR Gold Shares ETF | 5,291,600 | 1,286,176.3 | 0% | 9.460 | 0% | 1.730 | +4.70% | +29.43% | 75,020.4 | ||
GLD
PUT
| SPDR Gold Shares ETF | 2,699,800 | 656,213.4 | 0% | 4.830 | 0% | 0.880 | +4.70% | +29.43% | 75,020.4 | ||
SPY | SPDR S&P 500 ETF Trust | 1,086,239 | 623,240.4 | 0% | 4.580 | 0% | 0.110 | +8.85% | +28.85% | 638,857.3 | ||
AAPL
PUT
| Apple Inc | 2,045,600 | 476,624.8 | 0% | 3.510 | 0% | 0.010 | +11.47% | +29.46% | 3,751,899.9 | Hardware | |
AAPL | Apple Inc | 1,923,632 | 448,206.2 | +452.67% | 3.300 | +2.70% | 0.010 | +11.47% | +29.46% | 3,751,899.9 | Hardware | |
QQQ
PUT
| INVESCO QQQ Trust | 455,000 | 222,071.9 | 0% | 1.630 | 0% | 0.070 | +11.77% | +29.53% | 327,032.1 | ||
NVDA | NVIDIA Corp | 1,699,431 | 206,379.0 | +514.52% | 1.520 | +1.27% | 0.010 | +15.30% | +177.45% | 3,350,109.5 | Semiconductors | |
SPY
CALL
| SPDR S&P 500 ETF Trust | 350,000 | 200,816.0 | 0% | 1.480 | 0% | 0.030 | +8.85% | +28.85% | 638,857.3 | ||
NVDA
PUT
| NVIDIA Corp | 1,448,800 | 175,942.3 | 0% | 1.290 | 0% | 0.010 | +15.30% | +177.45% | 3,350,109.5 | 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 | S&P 500 ETF TRUST ETF | 2023-12-31 | Add | +6.30% | 410.68 ($445.46) 476.69 | $606.77 | 36.21% | Add 264.11% | 2,731,026 | 1,980,977 | |
SPY | S&P 500 ETF TRUST ETF | 2024-03-31 | Reduce | -6.14% | 467.28 ($497.86) 523.17 | $606.77 | 21.88% | Reduce -70.77% | 798,258 | -1,932,768 | |
SPY | S&P 500 ETF TRUST ETF | 2022-12-31 | New Buy | +5.33% | 351.03 ($378.67) 401.36 | $606.77 | 60.24% | New holding | 1,961,347 | 1,961,347 | |
WYNN | Wynn Resorts Ltd | 2022-12-31 | New Buy | +3.99% | 54.48 ($73.18) 86.67 | $94.03 | 28.50% | New holding | 6,810,459 | 6,810,459 | |
WYNN | Wynn Resorts Ltd | 2023-03-31 | Reduce | -3.98% | 85.61 ($104.59) 115.83 | $94.03 | -10.09% | Reduce -99.67% | 22,545 | -6,787,914 | |
TSLA | Tesla Inc | 2022-12-31 | New Buy | +2.76% | 109.1 ($189.34) 249.44 | $424.18 | 124.03% | New holding | 3,156,207 | 3,156,207 | |
TSLA | Tesla Inc | 2023-03-31 | Reduce | -2.75% | 108.1 ($174.45) 214.24 | $424.18 | 143.15% | Reduce -99.79% | 6,576 | -3,149,631 | |
AAPL | Apple Inc | 2024-09-30 | Add | +2.70% | 207.23 ($223.32) 234.82 | $248.21 | 11.15% | Add 452.67% | 1,923,632 | 1,575,568 | |
ALL | Allstate Corp | 2023-06-30 | Add | +2.61% | 107.53 ($113.39) 119 | $194.09 | 71.17% | Add 22021.91% | 2,586,715 | 2,575,022 | |
ALL | Allstate Corp | 2023-09-30 | Reduce | -2.61% | 101.18 ($109.12) 115.24 | $194.09 | 77.87% | Reduce -99.5% | 12,933 | -2,573,782 |
Jefferies Group Total Holding History ($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 2024-09-30
Jefferies Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jefferies Group's Holdings Heat Map
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Jefferies Group's Holdings Bubble Chart
Jefferies Group News
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