Davis Investment Partners, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1963865 CHARLOTTE, NC

Position in JEF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$666,783

New position

Shares Held

13,341

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#286

of 581 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Davis Investment Partners, LLC holds $1,919,990 across 3 Capital Markets names. JEF ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	945	$955,744
2	JEF	Jefferies Financial Group Inc. This page	13,341	$666,783
3	MS	Morgan Stanley	1,423	$297,463

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$666,783	13,341	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.