Merrion Investment Management Co, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1383782 Cranford, NJ

Position in JEF

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$7,391,792

-$808,350 QoQ

Shares Held

147,895

-25.6% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

3.86%

of 13F equity value

Holder Rank

#96

of 581 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Merrion Investment Management Co, LLC holds $13,784,383 across 3 Capital Markets names. JEF ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JEF	Jefferies Financial Group Inc. This page	147,895	$7,391,792
2	GS	Goldman Sachs Group Inc	5,804	$5,869,991
3	MS	Morgan Stanley	2,500	$522,600

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,391,792	147,895	-25.6%	Shares	Sole	2026-07-13
2026-03-31	$8,200,142	198,695	-0.5%	Shares	Sole	2026-04-23
2025-12-31	$12,375,099	199,695	-3.4%	Shares	Sole	2026-02-17
2025-09-30	$13,522,444	206,702	-0.3%	Shares	Sole	2025-10-15
2025-06-30	$11,338,002	207,314	-2.0%	Shares	Sole	2025-08-07
2025-03-31	$11,336,161	211,614	-0.0%	Shares	Sole	2025-04-21
2024-12-31	$16,598,377	211,714	-1.4%	Shares	Sole	2025-01-23
2024-09-30	$13,215,646	214,714	+0.2%	Shares	Sole	2024-10-09
2024-06-30	$10,664,264	214,314	0.0%	Shares	Sole	2024-07-18
2024-03-31	$9,451,247	214,314	0.0%	Shares	Sole	2024-04-17
2023-12-31	$8,660,428	214,314	0.0%	Shares	Sole	2024-01-12
2023-09-30	$7,850,321	214,314	-0.1%	Shares	Sole	2023-10-19
2023-06-30	$7,115,429	214,514	0.0%	Shares	Sole	2023-07-17
2023-03-31	$6,808,674	214,514	-1.0%	Shares	Sole	2023-04-06
2022-12-31	$7,429,032	216,716	0.0%	Shares	Sole	2023-01-24
2022-09-30	$6,393,127	216,716	+1.2%	Shares	Sole	2022-10-17
2022-06-30	$5,916,656	214,216	-0.1%	Shares	Sole	2022-08-05
2022-03-31	$7,043,575	214,416	0.0%	Shares	Sole	2022-05-13
2021-12-31	$8,319,342	214,416	0.0%	Shares	Sole	2022-02-03
2021-09-30	$7,961,258	214,416	0.0%	Shares	Sole	2021-11-09
2021-06-30	$7,333,030	214,416	0.0%	Shares	Sole	2021-07-28
2021-03-31	$6,453,923	214,416	-2.3%	Shares	Sole	2021-04-29
2020-12-31	$5,397,715	219,419	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.