GoodHaven Capital Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.4M | Buy |
444,837
+2,350
| +0.5% | +$122K | 6.4% | 5 |
|
|
2025
Q4 | $27.4M | Buy |
442,487
+500
| +0.1% | +$28.7K | 8.88% | 3 |
|
|
2025
Q3 | $28.9M | Sell |
441,987
-300
| -0.1% | -$18.3K | 9.31% | 3 |
|
|
2025
Q2 | $24.2M | Buy |
442,287
+2,300
| +0.5% | +$114K | 8.4% | 2 |
|
|
2025
Q1 | $23.6M | Sell |
439,987
-9,571
| -2% | -$650K | 7.98% | 3 |
|
|
2024
Q4 | $35.2M | Hold |
449,558
| – | – | 11.37% | 2 |
|
|
2024
Q3 | $27.7M | Hold |
449,558
| – | – | 9.18% | 4 |
|
|
2024
Q2 | $22.4M | Hold |
449,558
| – | – | 8.21% | 4 |
|
|
2024
Q1 | $19.8M | Hold |
449,558
| – | – | 7.46% | 4 |
|
|
2023
Q4 | $18.2M | Sell |
449,558
-3,350
| -0.7% | -$118K | 7.88% | 4 |
|
|
2023
Q3 | $16.6M | Hold |
452,908
| – | – | 8.7% | 4 |
|
|
2023
Q2 | $15M | Sell |
452,908
-1,166
| -0.3% | -$36.4K | 9% | 4 |
|
|
2023
Q1 | $14.4M | Sell |
454,074
-20,757
| -4% | -$750K | 9.27% | 4 |
|
|
2022
Q4 | $15.6M | Hold |
474,831
| – | – | 10.46% | 2 |
|
|
2022
Q3 | $13.4M | Hold |
474,831
| – | – | 9.69% | 3 |
|
|
2022
Q2 | $12.5M | Buy |
474,831
+2,040
| +0.4% | +$60.3K | 9.23% | 3 |
|
|
2022
Q1 | $14.8M | Buy |
472,791
+418
| +0.1% | +$14.2K | 8.86% | 3 |
|
|
2021
Q4 | $17.5M | Hold |
472,373
| – | – | 10.24% | 3 |
|
|
2021
Q3 | $16.8M | Buy |
472,373
+628
| +0.1% | +$21K | 10.9% | 3 |
|
|
2021
Q2 | $15.4M | Hold |
471,745
| – | – | 10.26% | 3 |
|
|
2021
Q1 | $13.6M | Sell |
471,745
-18,953
| -4% | -$517K | 10.17% | 3 |
|
|
2020
Q4 | $11.5M | Sell |
490,698
-55,282
| -10% | -$1.16M | 9.6% | 3 |
|
|
2020
Q3 | $9.39M | Hold |
545,980
| – | – | 8.59% | 4 |
|
|
2020
Q2 | $8.12M | Buy |
545,980
+3,243
| +0.6% | +$43.4K | 8.42% | 4 |
|
|
2020
Q1 | $7.09M | Sell |
542,737
-32,594
| -6% | -$622K | 7.8% | 4 |
|
|
2019
Q4 | $11.8M | Sell |
575,331
-16,599
| -3% | -$314K | 9.37% | 5 |
|
|
2019
Q3 | $10.4M | Sell |
591,930
-30,633
| -5% | -$545K | 8.18% | 4 |
|
|
2019
Q2 | $10.7M | Buy |
622,563
+223
| +0% | +$3.83K | 8.66% | 3 |
|
|
2019
Q1 | $10.5M | Sell |
622,340
-27,928
| -4% | -$493K | 8.5% | 5 |
|
|
2018
Q4 | $10.1M | Buy |
650,268
+54,460
| +9% | +$997K | 7.96% | 5 |
|
|
2018
Q3 | $11.7M | Sell |
595,808
-22,401
| -4% | -$467K | 8.24% | 5 |
|
|
2018
Q2 | $12.6M | Buy |
618,209
+11,272
| +2% | +$236K | 8.32% | 4 |
|
|
2018
Q1 | $12.3M | Buy |
606,937
+20,388
| +3% | +$462K | 8.06% | 4 |
|
|
2017
Q4 | $13.9M | Sell |
586,549
-1,098
| -0.2% | -$25.3K | 6.82% | 5 |
|
|
2017
Q3 | $13.3M | Sell |
587,647
-147,375
| -20% | -$3.3M | 6.72% | 5 |
|
|
2017
Q2 | $17.2M | Sell |
735,022
-46,370
| -6% | -$1.06M | 8.6% | 3 |
|
|
2017
Q1 | $18.2M | Hold |
781,392
| – | – | 8.15% | 3 |
|
|
2016
Q4 | $16.3M | Sell |
781,392
-238,563
| -23% | -$4.46M | 6.56% | 3 |
|
|
2016
Q3 | $17.4M | Sell |
1,019,955
-223
| -0% | -$3.69K | 5.81% | 4 |
|
|
2016
Q2 | $15.8M | Buy |
1,020,178
+22,343
| +2% | +$341K | 5.43% | 5 |
|
|
2016
Q1 | $14.4M | Buy |
997,835
+139,864
| +16% | +$1.97M | 5.13% | 8 |
|
|
2015
Q4 | $13.4M | Buy |
857,971
+58,683
| +7% | +$981K | 5.19% | 7 |
|
|
2015
Q3 | $14.5M | Sell |
799,288
-45,467
| -5% | -$913K | 5.61% | 7 |
|
|
2015
Q2 | $18.4M | Sell |
844,755
-108,901
| -11% | -$2.33M | 5.83% | 8 |
|
|
2015
Q1 | $19M | Sell |
953,656
-202,837
| -18% | -$4.19M | 5.81% | 8 |
|
|
2014
Q4 | $23.2M | Sell |
1,156,493
-66,078
| -5% | -$1.36M | 5.66% | 7 |
|
|
2014
Q3 | $26.1M | Sell |
1,222,571
-74,479
| -6% | -$1.68M | 5.33% | 8 |
|
|
2014
Q2 | $30.4M | Sell |
1,297,050
-1,650
| -0.1% | -$38.3K | 5.45% | 7 |
|
|
2014
Q1 | $32.6M | Sell |
1,298,700
-34,240
| -3% | -$845K | 6.1% | 5 |
|
|
2013
Q4 | $33.8M | Buy |
1,332,940
+29,669
| +2% | +$751K | 6.96% | 5 |
|
|
2013
Q3 | $31.8M | Buy |
1,303,271
+1,788
| +0.1% | +$42.8K | 7.53% | 4 |
|
|
2013
Q2 | $30.5M | Buy |
+1,301,483
| New | +$34.2M | 7.69% | 3 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
GoodHaven Capital Management's JEF Position: Q1 2026 in Review
GoodHaven Capital Management increased its Jefferies Financial Group (JEF) stake by 0.53% in Q1 2026, buying an estimated $122K and bringing the position to 444,837 shares worth $18.4M. The position accounts for 6.4% of the portfolio, ranked #5.
GoodHaven Capital Management first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.2M in Q4 2024. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.
- GoodHaven Capital Management held 444,837 shares of Jefferies Financial Group worth $18.4M as of Q1 2026.
- GoodHaven Capital Management bought 2,350 Jefferies Financial Group shares in Q1 2026, an estimated $122K.
- Jefferies Financial Group made up 6.4% of GoodHaven Capital Management's portfolio in Q1 2026, its #5 holding.
- GoodHaven Capital Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
- GoodHaven Capital Management's Jefferies Financial Group position peaked at $35.2M in Q4 2024.
- 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.
Based on GoodHaven Capital Management's 13F filing for Q1 2026, filed 12 May 2026.