 | |
Jefferies Group13F | |
| Leucadia National | |
| Last update 2024-08-14 | 1213 Stocks (305 new) |
| Value $9.06 Bil | Turnover 21 % |
| Portfolio Report | |
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 |
CEG | Constellation Energy Corp | 24,000 | 4806.480 | +47,900.00% | 0.050 | +0.05% | 0.010 | +28.22% | +105.88% | 74866.941 | Utilities - Independent Power Producers | |
EVH | Evolent Health Inc | 176,613 | 3376.840 | +16,313.85% | 0.040 | +0.04% | 0.150 | -35.98% | -59.55% | 1536.752 | Healthcare Providers & Services | |
TPR | Tapestry Inc | 9,850 | 421.480 | +13,971.43% | 0.000 | 0% | 0.000 | +38.85% | +45.32% | 12169.127 | Retail - Cyclical | |
GERN | Geron Corp | 20,030,000 | 84927.200 | +10,822.02% | 0.940 | +0.93% | 3.320 | -7.72% | +101.18% | 2566.107 | Biotechnology | |
TGI | Triumph Group Inc | 1,786,019 | 27522.550 | New Holding | 0.300 | +0.30% | 2.310 | +17.26% | -4.10% | 1229.500 | Aerospace & Defense | |
BRK.B | Berkshire Hathaway Inc | 63,425 | 25801.290 | New Holding | 0.280 | +0.28% | 0.000 | +7.39% | +29.93% | 999724.216 | Insurance | |
CXM | Sprinklr Inc | 2,355,000 | 22655.100 | New Holding | 0.250 | +0.25% | 0.890 | -16.00% | -37.21% | 1916.222 | Software | |
IP | International Paper Co | 422,743 | 18241.360 | New Holding | 0.200 | +0.20% | 0.120 | +29.23% | +64.24% | 19934.287 | Packaging & Containers | |
DXJ | WisdomTree Japan Hedged Equity Fund | 146,535 | 16532.080 | New Holding | 0.180 | +0.18% | - | +11.88% | +24.55% | 3610.661 | ||
IBIT | iShares Bitcoin Trust ETF | 454,947 | 15531.890 | New Holding | 0.170 | +0.17% | - | +28.96% | 0% | 33310.414 | ||
EGP | EastGroup Properties Inc | 77,476 | 13178.670 | New Holding | 0.150 | +0.15% | 0.160 | -2.20% | -1.95% | 8712.986 | REITs | |
LION | Lionsgate Studios Corp | 1,650,968 | 13306.800 | New Holding | 0.150 | +0.15% | 0.570 | -6.76% | 0% | 1951.485 | Media - Diversified | |
VMC | Vulcan Materials Co | 52,766 | 13121.850 | New Holding | 0.140 | +0.14% | 0.040 | +19.09% | +29.68% | 38602.827 | Building Materials | |
DVA | DaVita Inc | 88,187 | 12220.070 | New Holding | 0.130 | +0.13% | 0.110 | +7.76% | +42.86% | 12275.712 | Healthcare Providers & Services | |
GEL | Genesis Energy LP | 826,627 | 11829.030 | New Holding | 0.130 | +0.13% | 0.680 | -14.75% | +2.60% | 1386.296 | Oil & Gas | |
WRK | WestRock Co | 225,000 | 11308.500 | New Holding | 0.120 | +0.12% | 0.090 | +5.96% | +25.74% | 13303.650 | Packaging & Containers | |
HPQ | HP Inc | 257,000 | 9000.140 | New Holding | 0.100 | +0.10% | 0.030 | +12.43% | +25.45% | 35472.683 | Hardware | |
USFD | US Foods Holding Corp | 167,500 | 8874.150 | New Holding | 0.100 | +0.10% | 0.070 | +30.36% | +47.30% | 15581.269 | Retail - Defensive | |
APGE | Apogee Therapeutics Inc | 180,077 | 7086.030 | New Holding | 0.080 | +0.08% | 0.320 | +51.14% | +118.32% | 3457.538 | Biotechnology | |
BBY | Best Buy Co Inc | 84,705 | 7139.780 | New Holding | 0.080 | +0.08% | 0.040 | +9.08% | +17.62% | 19153.492 | Retail - Cyclical |
Total 1663
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