Position in BA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,951,216
-$37,250,071 QoQ
Shares Held
14,828
-92.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Mar 31, 2026CallValue
$1,532,531
CallShares
7,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Jefferies Financial Group Inc. holds $118,011,615 across 22 Aerospace & Defense names. BA ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
217,780 | $42,009,762 | |
| 2 | LMT |
Lockheed Martin Corp
|
53,520 | $32,346,952 | |
| 3 | GE |
General Electric Co
|
36,144 | $10,256,582 | |
| 4 | TXT |
Textron Inc
|
108,000 | $9,456,480 | |
| 5 | SARO |
StandardAero, Inc.
|
196,450 | $5,074,303 | |
| 6 | BA |
Boeing Co
This page
|
14,828 | $2,951,216 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
4,000 | $2,728,960 | |
| 8 | CW |
Curtiss Wright Corp
|
3,821 | $2,602,559 |
All Filings in BA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,532,531 | 7,700 | Call | Defined | 2026-05-08 | |
| 2026-03-31 | $2,951,216 | 14,828 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $40,201,287 | 185,157 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,490,306 | 6,905 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $8,244,706 | 38,200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $6,285,900 | 30,000 | Call | Defined | 2025-08-12 | |
| 2025-06-30 | $2,705,241 | 12,911 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $2,828,655 | 13,500 | Put | Defined | 2025-08-12 | |
| 2024-12-31 | $20,578,197 | 116,261 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $11,487,300 | 64,900 | Put | Defined | 2025-02-27 | |
| 2024-09-30 | $9,867,396 | 64,900 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $1,323,356 | 8,704 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,458,190 | 19,000 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $2,730,150 | 15,000 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $4,358,047 | 23,944 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,562,833 | 8,098 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $2,894,850 | 15,000 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $752,525 | 2,887 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $11,729,700 | 45,000 | Put | Defined | 2024-05-06 | |
| 2023-09-30 | $8,625,600 | 45,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,091,809 | 5,696 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,309,192 | 6,200 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $9,502,200 | 45,000 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $706,119 | 3,344 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,574,984 | 16,829 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $1,317,066 | 6,200 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $6,372,900 | 30,000 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $871,872 | 4,577 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||