Moerus Capital Management LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1742647 NEW YORK, NY

Back to JEF Full portfolio

Position in JEF

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

Position Value

$45,500,292

+$13,430,696 QoQ

Shares Held

910,370

+17.2% QoQ

Ownership

0.395%

of shares outstanding

% of Portfolio

20.28%

of 13F equity value

Holder Rank

#34

of 581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in JEF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Moerus Capital Management LLC holds $45,500,292 across 1 Capital Markets name. JEF ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JEF	Jefferies Financial Group Inc. This page	910,370	$45,500,292

All Filings in JEF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,500,292	910,370	+17.2%	Shares	Sole	2026-08-13
2026-03-31	$32,069,596	777,068	+27.4%	Shares	Sole	2026-05-14
2025-12-31	$37,784,410	609,721	-10.3%	Shares	Sole	2026-02-12
2025-09-30	$44,475,329	679,843	+2.1%	Shares	Sole	2025-11-13
2025-06-30	$36,415,555	665,854	+16.0%	Shares	Sole	2025-08-11
2025-03-31	$30,762,733	574,253	-10.3%	Shares	Sole	2025-05-13
2024-12-31	$50,191,993	640,204	-34.9%	Shares	Sole	2025-02-13
2024-09-30	$60,521,376	983,288	-8.1%	Shares	Sole	2024-11-14
2024-06-30	$53,254,346	1,070,224	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$46,879,578	1,063,029	-9.8%	Shares	Sole	2024-05-15
2023-12-31	$47,649,532	1,179,152	+4.3%	Shares	Sole	2024-02-14
2023-09-30	$41,409,812	1,130,489	-8.7%	Shares	Sole	2023-11-14
2023-06-30	$41,059,650	1,237,855	+1.2%	Shares	Sole	2023-08-14
2023-03-31	$38,809,069	1,222,718	-6.3%	Shares	Sole	2023-05-16
2022-12-31	$44,720,156	1,304,554	+15.2%	Shares	Sole	2023-02-14
2022-09-30	$33,397,950	1,132,133	-2.5%	Shares	Sole	2022-11-14
2022-06-30	$32,083,420	1,161,599	+31.9%	Shares	Sole	2022-08-15
2022-03-31	$28,923,514	880,471	+49.1%	Shares	Sole	2022-05-16
2021-12-31	$22,910,824	590,485	+0.7%	Shares	Sole	2022-02-11
2021-09-30	$21,772,009	586,373	-26.9%	Shares	Sole	2021-11-15
2021-06-30	$27,433,508	802,149	-42.7%	Shares	Sole	2021-08-16
2021-03-31	$42,163,883	1,400,793	-6.5%	Shares	Sole	2021-05-17
2020-12-31	$36,865,984	1,498,615	-25.5%	Shares	Sole	2021-03-05
2020-09-30	$36,225,800	2,012,546	+4.2%	Shares	Sole	2021-03-05
2020-06-30	$30,028,039	1,931,058	-11.4%	Shares	Sole	2021-03-05
2020-03-31	$29,779,485	2,178,461	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.