Jefferies Financial Group Inc.

• NEW YORK, NY How do I update this listing?

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Jefferies Financial Group is based out of New York. Their last reported 13F filing for Q3 2022 included $130,895,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Jefferies Financial Group's largest holding is Hillman Solutions Corp with shares held of 8,223,576. Jefferies Financial Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 73 13F filings, 143 13D filings, 19 13G filings, and 276 Form 4 filings

09/30/2022

Top Buys (13F)

  • Name% Change

09/30/2022

Top Sells (13F)

  • Name% Change

09/30/2022

13F Activity

  • Market Value $130.895 Million
  • Prior Market Value $149.581 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:9.33 quarters
  • Time Held Top10:8.50 quarters
  • Time Held All:9.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -21.66%
Performance Last 4 Quarters: -47.24%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WhaleScore history for Jefferies Financial Group Inc.

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**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Leucadia National Corporation TELIT COMMUNICATIONS PLC 0.95% 2018-03-28 UK
Jefferies Financial Group Inc TELIT COMMUNICATIONS PLC 0.95% 2018-03-28 UK

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