Jefferies Group13F | |
Leucadia National | |
Last update 2024-02-14 | 1507 Stocks (410 new) |
Value $14.96 Bil | Turnover 22 % |
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 |
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Ticker |
SOFI |
DB |
PSX |
GOLD |
SGRY |
ITCI |
LCA |
CZA |
AFRM |
SILK |
HSY |
PYCR |
ADI |
HYGV |
RRC |
CBAY |
SWTX |
HIG |
VRDN |
XEL |
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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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 |
SOFI | SoFi Technologies Inc | 185,001 | 1,840.76 | +73,605.58% | 0.01 | +0.01% | 0.02 | +3.28% | -20.90% | 8,314.59 | Credit Services | |
DB | Deutsche Bank AG | 130,939 | 1,787.44 | +72,241.99% | 0.01 | +0.01% | 0.01 | +35.55% | +31.14% | 35,017.50 | Banks | |
PSX | Phillips 66 | 79,660 | 10,605.93 | +49,687.50% | 0.07 | +0.07% | 0.02 | +8.76% | +14.54% | 64,315.32 | Oil & Gas | |
GOLD | Barrick Gold Corp | 321 | 5.81 | +32,000.00% | 0 | 0% | 0 | +10.81% | -4.87% | 30,025.04 | Metals & Mining | |
SGRY | Surgery Partners Inc | 4,563,265 | 145,978.85 | +28,457.89% | 0.98 | +0.98% | 3.61 | -22.48% | -23.26% | 3,108.20 | Healthcare Providers & Services | |
ITCI | Intra-Cellular Therapies Inc | 29,000 | 2,076.98 | +18,025.00% | 0.01 | +0.01% | 0.03 | +8.74% | +2.29% | 7,718.27 | Drug Manufacturers | |
LCA | Landcadia Holdings IV Inc | 6,250,000 | 65,000.00 | New Holding | 0.43 | +0.43% | 46.09 | +1.64% | +1.35% | 142.91 | Diversified Financial Services | |
CZA | Invesco Zacks Mid-Cap ETF | 560,000 | 52,534.89 | New Holding | 0.35 | +0.35% | 24.24 | +4.67% | +3.41% | 194.01 | ||
AFRM | Affirm Holdings Inc | 508,951 | 25,009.85 | New Holding | 0.17 | +0.17% | 0.17 | -19.38% | -32.17% | 10,228.11 | Software | |
SILK | Silk Road Medical Inc | 1,906,236 | 23,389.52 | New Holding | 0.16 | +0.16% | 4.89 | +17.49% | +45.07% | 697.31 | Medical Devices & Instruments | |
HSY | The Hershey Co | 92,364 | 17,220.34 | New Holding | 0.12 | +0.12% | 0.05 | -1.43% | +0.57% | 38,016.02 | Consumer Packaged Goods | |
PYCR | Paycor HCM Inc | 730,000 | 15,760.70 | New Holding | 0.11 | +0.11% | 0.41 | -6.74% | -17.28% | 3,179.62 | Software | |
ADI | Analog Devices Inc | 73,292 | 14,552.86 | New Holding | 0.10 | +0.10% | 0.01 | +4.64% | +2.20% | 100,158.57 | Semiconductors | |
HYGV | FlexShares High Yield Value Scored Bond Index ETF | 360,200 | 14,721.37 | New Holding | 0.10 | +0.10% | 1.37 | -1.68% | -1.15% | 1,387.74 | ||
RRC | Range Resources Corp | 491,187 | 14,951.73 | New Holding | 0.10 | +0.10% | 0.20 | +25.13% | +22.87% | 9,052.41 | Oil & Gas | |
CBAY | CymaBay Therapeutics Inc | 586,298 | 13,848.36 | New Holding | 0.09 | +0.09% | 0.51 | +40.67% | +37.51% | 3,728.22 | Biotechnology | |
SWTX | SpringWorks Therapeutics Inc | 356,078 | 12,996.85 | New Holding | 0.09 | +0.09% | 0.49 | +7.41% | +24.74% | 3,371.95 | Biotechnology | |
HIG | The Hartford Financial Services Group Inc | 147,785 | 11,878.96 | New Holding | 0.08 | +0.08% | 0.05 | +10.32% | +19.15% | 28,185.49 | Insurance | |
VRDN | Viridian Therapeutics Inc | 540,669 | 11,775.77 | New Holding | 0.08 | +0.08% | 0.91 | -35.24% | -40.86% | 808.45 | Biotechnology | |
XEL | Xcel Energy Inc | 183,572 | 11,364.94 | New Holding | 0.08 | +0.08% | 0.03 | -8.17% | -11.90% | 29,973.18 | Utilities - Regulated |
Total 1802