Jefferies Financial Group Inc.
Position in SHLS — Shoals Technologies Group, Inc.
CIK 96223
NEW YORK, NY
Position in SHLS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$461,067
-$751,441 QoQ
Shares Held
70,071
-50.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SHLS Over Time
Shares Held
Position Value (USD)
Derivatives in SHLS
reported options exposure · as of Mar 31, 2026CallValue
$1,316,000
CallShares
200,000
PutValue
$0
PutShares
0
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 Mar 31, 2026Jefferies Financial Group Inc. holds $15,656,989 across 6 Solar names. SHLS ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
62,250 | $7,504,237 | |
| 2 | RUN |
Sunrun Inc.
|
337,419 | $4,575,401 | |
| 3 | ENPH |
Enphase Energy, Inc.
|
53,218 | $2,012,172 | |
| 4 | FSLR |
First Solar, Inc.
|
4,386 | $865,182 | |
| 5 | SHLS |
Shoals Technologies Group, Inc.
This page
|
70,071 | $461,067 | |
| 6 | JKS |
JinkoSolar Holding Co., Ltd.
|
9,403 | $238,930 |
All Filings in SHLS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $2,467,000 | 100,000 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $493,400 | 20,000 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $6,167,500 | 250,000 | Put | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||