Position in HLI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$271,344
-$504,204 QoQ
Shares Held
2,023
-62.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 514 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $111,281,128 across 22 Capital Markets names. HLI ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
1,327,205 | $60,693,084 | |
| 2 | CLSK |
Cleanspark, Inc.
|
1,443,286 | $20,999,811 | |
| 3 | GS |
Goldman Sachs Group Inc
|
8,443 | $8,538,996 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
47,341 | $4,747,355 | |
| 5 | EVR |
Evercore Inc.
|
6,913 | $2,360,374 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
37,464 | $2,346,370 | |
| 7 | SCHW |
Schwab Charles Corp
|
23,288 | $2,148,783 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
24,405 | $2,124,211 |
All Filings in HLI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,344 | 2,023 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $775,548 | 5,400 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $229,408 | 1,317 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $282,930 | 1,378 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $227,996 | 1,267 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,277,142 | 7,908 | Shares | Defined | 2025-05-08 | |
| 2024-09-30 | $322,834 | 2,043 | Shares | Defined | 2024-11-14 | |
| 2023-06-30 | $530,185 | 5,393 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||