Moerus 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
Q3 | $40.6M | Sell |
887,193
-23,177
| -3% | -$1.23M | 18.28% | 2 |
|
|
2026
Q2 | $45.5M | Buy |
910,370
+133,302
| +17% | +$6.87M | 20.28% | 1 |
|
|
2026
Q1 | $32.1M | Buy |
777,068
+167,347
| +27% | +$8.69M | 11.84% | 4 |
|
|
2025
Q4 | $37.8M | Sell |
609,721
-70,122
| -10% | -$4.02M | 16.29% | 1 |
|
|
2025
Q3 | $44.5M | Buy |
679,843
+13,989
| +2% | +$853K | 18.08% | 2 |
|
|
2025
Q2 | $36.4M | Buy |
665,854
+91,601
| +16% | +$4.53M | 15.54% | 2 |
|
|
2025
Q1 | $30.8M | Sell |
574,253
-65,951
| -10% | -$4.48M | 13.76% | 3 |
|
|
2024
Q4 | $50.2M | Sell |
640,204
-343,084
| -35% | -$24.7M | 18.32% | 1 |
|
|
2024
Q3 | $60.5M | Sell |
983,288
-86,936
| -8% | -$4.93M | 22.22% | 1 |
|
|
2024
Q2 | $53.3M | Buy |
1,070,224
+7,195
| +0.7% | +$323K | 19.22% | 1 |
|
|
2024
Q1 | $46.9M | Sell |
1,063,029
-116,123
| -10% | -$4.84M | 14.7% | 1 |
|
|
2023
Q4 | $47.6M | Buy |
1,179,152
+48,663
| +4% | +$1.72M | 14.34% | 1 |
|
|
2023
Q3 | $41.4M | Sell |
1,130,489
-107,366
| -9% | -$3.85M | 13.67% | 1 |
|
|
2023
Q2 | $41.1M | Buy |
1,237,855
+15,137
| +1% | +$472K | 12.02% | 3 |
|
|
2023
Q1 | $38.8M | Sell |
1,222,718
-141,845
| -10% | -$5.13M | 11.74% | 4 |
|
|
2022
Q4 | $44.7M | Buy |
1,364,563
+180,352
| +15% | +$5.99M | 13.45% | 3 |
|
|
2022
Q3 | $33.4M | Sell |
1,184,211
-30,822
| -3% | -$933K | 14.2% | 2 |
|
|
2022
Q2 | $32.1M | Buy |
1,215,033
+294,060
| +32% | +$8.69M | 11.32% | 5 |
|
|
2022
Q1 | $28.9M | Buy |
920,973
+303,326
| +49% | +$10.3M | 8.01% | 7 |
|
|
2021
Q4 | $22.9M | Buy |
617,647
+4,301
| +0.7% | +$166K | 9.97% | 6 |
|
|
2021
Q3 | $21.8M | Sell |
613,346
-225,702
| -27% | -$7.55M | 10.1% | 6 |
|
|
2021
Q2 | $27.4M | Sell |
839,048
-626,181
| -43% | -$19.1M | 12.6% | 4 |
|
|
2021
Q1 | $42.2M | Sell |
1,465,229
-102,322
| -7% | -$2.79M | 15.78% | 2 |
|
|
2020
Q4 | $36.9M | Sell |
1,567,551
-537,572
| -26% | -$11.3M | 14.45% | 2 |
|
|
2020
Q3 | $36.2M | Buy |
2,105,123
+85,236
| +4% | +$1.39M | 17.66% | 1 |
|
|
2020
Q2 | $30M | Sell |
2,019,887
-258,783
| -11% | -$3.47M | 16.72% | 1 |
|
|
2020
Q1 | $29.8M | Buy |
2,278,670
+342,493
| +18% | +$6.54M | 14.55% | 1 |
|
|
2019
Q4 | $39.6M | Sell |
1,936,177
-253,793
| -12% | -$4.8M | 12.81% | 3 |
|
|
2019
Q3 | $38.5M | Sell |
2,189,970
-154,275
| -7% | -$2.75M | 13.12% | 1 |
|
|
2019
Q2 | $40.4M | Buy |
2,344,245
+3,370
| +0.1% | +$57.8K | 12.52% | 2 |
|
|
2019
Q1 | $39.4M | Buy |
2,340,875
+176,989
| +8% | +$3.12M | 11.67% | 3 |
|
|
2018
Q4 | $33.6M | Buy |
+2,163,886
| New | +$39.6M | 10.98% | 3 |
|
Other funds holding JEF
Moerus Capital Management's JEF Position: Q3 2026 in Review
Moerus Capital Management reduced its Jefferies Financial Group (JEF) stake by 2.5% in Q3 2026, selling an estimated $1.23M and leaving 887,193 shares worth $40.6M. The position accounts for 18.28% of the portfolio, ranked #2.
Moerus Capital Management first reported a position in JEF in Q4 2018 and has held it in 32 quarters since. The position peaked at $60.5M in Q3 2024. 466 funds tracked by Wall St. Rank hold JEF as of Q3 2026.
- Moerus Capital Management held 887,193 shares of Jefferies Financial Group worth $40.6M as of Q3 2026.
- Moerus Capital Management sold 23,177 Jefferies Financial Group shares in Q3 2026, an estimated $1.23M.
- Jefferies Financial Group made up 18.28% of Moerus Capital Management's portfolio in Q3 2026, its #2 holding.
- Moerus Capital Management first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 32 quarters since.
- Moerus Capital Management's Jefferies Financial Group position peaked at $60.5M in Q3 2024.
- 466 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.
Based on Moerus Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.