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Equibles

Jefferies Financial Group Inc.

Position in FLEX — Flex Ltd.

CIK 96223 NEW YORK, NY
Back to FLEX Full portfolio

Position in FLEX

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$75,828,015
+$60,992,488 QoQ
Shares Held
467,872
+106.4% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#88
of 1,109 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FLEX Over Time

Shares Held

Position Value (USD)

Derivatives in FLEX

reported options exposure · as of Sep 30, 2025
CallValue
$2,359,379
CallShares
40,700
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 Electronic Components

Technology · as of Jun 30, 2026

Jefferies Financial Group Inc. holds $178,346,609 across 9 Electronic Components names. FLEX ranks #2 (42.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APH
Amphenol Corp /De/
 1,006,712 $88,751,729
2 FLEX
Flex Ltd.
This page 		467,872 $75,828,015
3 BHE
Benchmark Electronics Inc
 58,800 $5,801,796
4 SANM
Sanmina Corp
 13,649 $3,454,288
5 VICR
Vicor Corp
 3,660 $1,389,994
6 FN
Fabrinet
 1,980 $1,112,918
7 TTMI
Ttm Technologies Inc
 5,310 $993,076
8 PLXS
Plexus Corp
 3,000 $902,010

All Filings in FLEX

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $75,828,015 467,872
2026-03-31 $14,835,527 226,635
2025-12-31 $2,936,532 48,602
2025-09-30 $5,793,985 99,948
2025-09-30 $2,359,379 40,700
2024-09-30 $263,160 7,872
2023-12-31 $1,142,248 37,500
2023-09-30 $3,368,699 124,859
2023-03-31 $3,225,318 140,170