Jefferies Financial Group Inc.
Position in BW — Babcock & Wilcox Enterprises, Inc.
CIK 96223
NEW YORK, NY
Position in BW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$208,744
+$88,284 QoQ
Shares Held
14,210
-25.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Jefferies Financial Group Inc. holds $167,968,439 across 23 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
40,030 | $39,154,143 | |
| 2 | AME |
Ametek Inc/
|
125,512 | $30,366,373 | |
| 3 | GEV |
GE Vernova Inc.
|
12,236 | $14,375,586 | |
| 4 | OTIS |
Otis Worldwide Corp
|
193,236 | $13,835,697 | |
| 5 | IEX |
Idex Corp /De/
|
43,616 | $9,898,651 | |
| 6 | CR |
Crane Co
|
42,350 | $9,447,014 | |
| 7 | WTS |
Watts Water Technologies Inc
|
22,337 | $8,743,818 | |
| 8 | ITW |
Illinois Tool Works Inc
|
31,604 | $8,547,933 |
All Filings in BW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,744 | 14,210 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $120,460 | 19,000 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $74,240 | 25,600 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $50,400 | 75,000 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $123,000 | 75,000 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $204,000 | 100,000 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||