Jefferies Financial Group Inc.
Position in SHLS — Shoals Technologies Group, Inc.
CIK 96223
NEW YORK, NY
Position in SHLS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$345,658
-$115,409 QoQ
Shares Held
34,915
-50.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 269 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHLS Over Time
Shares Held
Position Value (USD)
Derivatives in SHLS
reported options exposure · as of Jun 30, 2026CallValue
$2,819,520
CallShares
284,800
PutValue
$910,800
PutShares
92,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Solar
Technology · as of Jun 30, 2026Jefferies Financial Group Inc. holds $7,641,173 across 7 Solar names. SHLS ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RUN |
Sunrun Inc.
|
234,365 | $3,135,803 | |
| 2 | NXT |
Nextpower Inc.
|
26,098 | $3,109,315 | |
| 3 | SEDG |
Solaredge Technologies, Inc.
|
15,550 | $908,742 | |
| 4 | SHLS |
Shoals Technologies Group, Inc.
This page
|
34,915 | $345,658 | |
| 5 | ARRY |
Array Technologies, Inc.
|
10,000 | $74,100 | |
| 6 | ENPH |
Enphase Energy, Inc.
|
1,003 | $49,387 | |
| 7 | FSLR |
First Solar, Inc.
|
77 | $18,168 |
All Filings in SHLS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,800 | 92,000 | Put | Defined | 2026-08-17 | |
| 2026-06-30 | $2,819,520 | 284,800 | Call | Defined | 2026-08-17 | |
| 2026-06-30 | $345,658 | 34,915 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $461,067 | 70,071 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $1,316,000 | 200,000 | Call | Defined | 2026-05-08 | |
| 2025-12-31 | $1,212,508 | 142,648 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $2,550,000 | 300,000 | Call | Defined | 2026-02-09 | |
| 2024-06-30 | $3,736,867 | 598,857 | Shares | Defined | 2024-08-13 | |
| 2023-03-31 | $6,039,350 | 265,000 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $6,346,240 | 278,466 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $2,279,000 | 100,000 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $6,167,500 | 250,000 | Put | Defined | 2023-09-21 | |
| 2022-12-31 | $2,467,000 | 100,000 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $493,400 | 20,000 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||