Intrinsic Value Partners, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1910364 PHOENIX, AZ

Position in JEF

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,588,414

+$276,813 QoQ

Shares Held

31,781

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#205

of 581 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intrinsic Value Partners, LLC holds $6,792,564 across 3 Capital Markets names. JEF ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	52,280	$4,823,875
2	JEF	Jefferies Financial Group Inc. This page	31,781	$1,588,414
3	GS	Goldman Sachs Group Inc	376	$380,275

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,588,414	31,781	0.0%	Shares	Sole	2026-07-14
2026-03-31	$1,311,601	31,781	+10.1%	Shares	Sole	2026-04-28
2025-12-31	$1,789,135	28,871	-2.5%	Shares	Sole	2026-01-21
2025-09-30	$1,937,805	29,621	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$1,633,754	29,873	-0.2%	Shares	Sole	2025-07-21
2025-03-31	$1,603,564	29,934	-2.5%	Shares	Sole	2025-05-08
2024-12-31	$2,406,331	30,693	-2.1%	Shares	Sole	2025-01-30
2024-09-30	$1,930,392	31,363	-0.6%	Shares	Sole	2024-11-04
2024-06-30	$1,569,330	31,538	-0.3%	Shares	Sole	2024-07-25
2024-03-31	$1,395,235	31,638	-2.5%	Shares	Sole	2024-04-22
2023-12-31	$1,311,829	32,463	-0.7%	Shares	Sole	2024-02-07
2023-09-30	$1,197,361	32,688	-0.1%	Shares	Sole	2023-10-17
2023-06-30	$1,085,090	32,713	-0.2%	Shares	Sole	2023-08-02
2023-03-31	$1,039,897	32,763	-2.7%	Shares	Sole	2023-04-18
2022-12-31	$1,154,311	33,673	-5.3%	Shares	Sole	2023-01-12
2022-09-30	$1,049,404	35,573	0.0%	Shares	Sole	2022-10-14
2022-06-30	$982,527	35,573	-1.6%	Shares	Sole	2022-07-18
2022-03-31	$1,187,299	36,143	-1.9%	Shares	Sole	2022-04-28
2021-12-31	$1,429,508	36,843	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.