Position in VATE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,980,555
+$812,930 QoQ
Shares Held
700,802
0.0% QoQ
Ownership
5.14%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VATE Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026Jefferies Financial Group Inc. holds $30,529,720 across 17 Engineering & Construction names. VATE ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTZ |
Mastec Inc
|
26,865 | $8,643,545 | |
| 2 | VATE |
INNOVATE Corp.
This page
|
700,802 | $3,980,555 | |
| 3 | WLDN |
Willdan Group, Inc.
|
44,325 | $3,393,522 | |
| 4 | PWR |
Quanta Services, Inc.
|
4,927 | $2,705,021 | |
| 5 | AGX |
Argan Inc
|
4,672 | $2,544,604 | |
| 6 | FIX |
Comfort Systems USA Inc
|
1,638 | $2,258,785 | |
| 7 | EME |
EMCOR Group, Inc.
|
2,691 | $1,986,792 | |
| 8 | J |
Jacobs Solutions Inc.
|
7,470 | $950,781 |
All Filings in VATE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,980,555 | 700,802 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,167,625 | 700,802 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,426,921 | 700,802 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,609,130 | 700,802 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,487,279 | 700,802 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,461,961 | 700,802 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $2,592,967 | 700,802 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||