Position in SAM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$796,635
-$1,760,805 QoQ
Shares Held
4,500
-59.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#114
of 329 holders
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Jefferies Financial Group Inc. holds $2,838,188 across 3 Beverages - Brewers names. SAM ranks #2 (28.1% of the industry book) .
All Filings in SAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,635 | 4,500 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,557,440 | 11,100 | Shares | Defined | 2026-05-08 | |
| 2023-06-30 | $308,748 | 1,001 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||