Position in FLEX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,835,527
+$11,898,995 QoQ
Shares Held
226,635
+366.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Derivatives in FLEX
reported options exposure · as of Sep 30, 2025CallValue
$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 Mar 31, 2026Jefferies Financial Group Inc. holds $98,139,343 across 9 Electronic Components names. FLEX ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
531,298 | $67,129,502 | |
| 2 | FLEX |
Flex Ltd.
This page
|
226,635 | $14,835,527 | |
| 3 | PLXS |
Plexus Corp
|
36,126 | $7,316,960 | |
| 4 | JBL |
Jabil Inc
|
19,572 | $5,198,910 | |
| 5 | BHE |
Benchmark Electronics Inc
|
38,582 | $2,162,906 | |
| 6 | ALNT |
Allient Inc
|
9,478 | $560,055 | |
| 7 | CLS |
Celestica Inc
|
1,712 | $482,236 | |
| 8 | LPTH |
Lightpath Technologies Inc
|
25,000 | $250,750 |
All Filings in FLEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,835,527 | 226,635 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,936,532 | 48,602 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $5,793,985 | 99,948 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $2,359,379 | 40,700 | Call | Defined | 2025-11-13 | |
| 2024-09-30 | $263,160 | 7,872 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $860,775 | 37,500 | Call | Defined | 2024-05-06 | |
| 2023-09-30 | $2,538,583 | 124,859 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $2,430,533 | 140,170 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||