Jefferies Financial Group’s Cedar Fair FUN Stock Holding History

Jefferies Financial Group’s Portfolio FUN Stock Details FUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-60,900	Closed	-$934K	–	1907
2025 Q4	$934K	Buy	+60,900	New	+$1.1M	﹤0.01%	1120

Other funds holding FUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Jefferies Financial Group's FUN Position: Q1 2026 in Review

Jefferies Financial Group sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 5,001 shares — an estimated $76.7K sold.

Jefferies Financial Group first reported a position in FUN in Q4 2022 and held it in 9 quarters. The position peaked at $51.8M in Q2 2024. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

Jefferies Financial Group reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 5,001 Cedar Fair shares in Q1 2026, an estimated $76.7K.
Jefferies Financial Group first reported a position in Cedar Fair in Q4 2022 and held it in 9 quarters.
Jefferies Financial Group's Cedar Fair position peaked at $51.8M in Q2 2024.
294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.