Position in FLS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,131,392
-$62,188 QoQ
Shares Held
15,391
-32.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLS Over Time
Shares Held
Position Value (USD)
Derivatives in FLS
reported options exposure · as of Sep 30, 2023CallValue
$294,298
CallShares
7,400
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 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 FLS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,131,392 | 15,391 | Shares | Defined | 2026-05-08 | |
| 2025-06-30 | $1,193,580 | 22,800 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,837,798 | 78,579 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,849,813 | 66,930 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $4,874,367 | 94,300 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,848,000 | 80,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,628,168 | 145,100 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,567,176 | 110,800 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $294,298 | 7,400 | Call | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||