Jefferies Financial Group Inc.

Position in TWO-PC — Two Harbors Investment Corp.

CIK 96223 NEW YORK, NY

Back to TWO-PC Full portfolio

Position in TWO-PC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$0

New position

Shares Held

0

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Derivatives in TWO-PC

reported options exposure · as of Mar 31, 2026

CallValue

$256,950

CallShares

22,500

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 REIT - Mortgage

Real Estate · as of Jun 30, 2026

Jefferies Financial Group Inc. holds $4,313,017 across 5 REIT - Mortgage names.

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	84,746	$1,894,920
2	AGNC	AGNC Investment Corp.	99,205	$1,081,334
3	FBRT	Franklin BSP Realty Trust, Inc.	73,638	$599,413
4	DX	Dynex Capital Inc	34,550	$452,950
5	RWT	Redwood Trust Inc	60,000	$284,400

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$256,950	22,500	—	Call	Defined	2026-05-08
No filing history on record for this holder in this stock.

Jefferies Financial Group Inc.

Position in TWO-PC

Derivatives in TWO-PC

Position in REIT - Mortgage

All Filings in TWO-PC