Lafayette Investments, Inc.

Position in JEF — Jefferies Financial Group Inc.

CIK 1308377 ASHTON, MD

Position in JEF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,883,745

+$1,204,663 QoQ

Shares Held

137,730

+0.1% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#106

of 581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lafayette Investments, Inc. holds $15,963,885 across 3 Capital Markets names. JEF ranks #2 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	95,470	$8,809,016
2	JEF	Jefferies Financial Group Inc. This page	137,730	$6,883,745
3	MS	Morgan Stanley	1,297	$271,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,883,745	137,730	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$5,679,082	137,608	+0.0%	Shares	Sole	2026-04-27
2025-12-31	$8,526,142	137,585	-0.3%	Shares	Sole	2026-02-04
2025-09-30	$9,031,361	138,052	-0.5%	Shares	Sole	2025-11-06
2025-06-30	$7,591,518	138,810	-0.0%	Shares	Sole	2025-07-30
2025-03-31	$7,438,623	138,858	-21.6%	Shares	Sole	2025-04-24
2024-12-31	$13,893,812	177,217	-2.0%	Shares	Sole	2025-02-13
2024-09-30	$11,132,548	180,870	-0.9%	Shares	Sole	2025-02-13
2024-06-30	$9,084,981	182,576	-1.2%	Shares	Sole	2024-07-31
2024-03-31	$8,146,284	184,723	-0.4%	Shares	Sole	2024-05-09
2023-12-31	$7,493,266	185,431	-1.2%	Shares	Sole	2024-01-31
2023-09-30	$6,872,740	187,626	-1.2%	Shares	Sole	2023-10-27
2023-06-30	$6,298,054	189,872	-0.4%	Shares	Sole	2023-07-24
2023-03-31	$6,049,390	190,592	-0.8%	Shares	Sole	2023-04-20
2022-12-31	$6,587,182	192,158	+0.3%	Shares	Sole	2023-01-24
2022-09-30	$5,654,063	191,663	-1.3%	Shares	Sole	2022-10-28
2022-06-30	$5,363,343	194,183	+1.6%	Shares	Sole	2022-07-27
2022-03-31	$6,280,535	191,188	+0.9%	Shares	Sole	2022-05-11
2021-12-31	$7,353,494	189,523	+0.3%	Shares	Sole	2022-02-10
2021-09-30	$7,015,447	188,943	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$6,465,991	189,064	-4.0%	Shares	Sole	2021-08-10
2021-03-31	$5,926,210	196,884	-26.2%	Shares	Sole	2021-05-12
2020-12-31	$6,565,602	266,894	-5.0%	Shares	Sole	2021-02-11
2020-09-30	$5,055,638	280,869	-5.8%	Shares	Sole	2020-10-30
2020-06-30	$4,634,208	298,019	-1.7%	Shares	Sole	2020-08-05
2020-03-31	$4,144,692	303,197	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.