Jefferies Group

Jefferies Group

Jefferies Group LLC is a prominent American multinational independent investment bank and financial services company based in New York City. The firm specializes in providing a range of capital markets and financial advisory services, including institutional brokerage, securities research, and asset management. Jefferies is recognized for its expertise in mergers and acquisitions, restructuring, and other financial advisory services, establishing itself as a key player in the investment banking sector. The investment strategy of Jefferies Group encompasses a diverse array of sectors, with significant activity in Financial Services, Technology, and Healthcare. The firm actively manages a portfolio that includes notable assets such as SPDR Gold Trust (GLD), SPDR S&P 500 ETF Trust (SPY), and NVIDIA Corporation (NVDA). Jefferies' latest disclosures reveal a complex trading record characterized by 200 reported moves, including 50 increases, 116 reductions, and 20 exits, with the largest disclosed move being an addition of approximately $1.9 billion to its position in GLD on May 7, 2026. This strategic approach reflects Jefferies' commitment to navigating the financial landscape effectively.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
759916AD1759916AD1 · Q1 2026$2M0%2.5M------
26923G82226923G822 · Q1 2026$2M0%118.6k------
Liberty Energy Inc.LBRT · Q1 2026$2M0%83.8k$17.95$2M-37.7%
Exelixis IncEXEL · Q1 2026$2M0%56.2k$55.65$3M+29.8%
92206C77192206C771 · Q1 2026$2M0%51.3k------
BILL Holdings, Inc.BILL · Q1 2026$2M0%62.8k$41.26$3M+7.73%
Public StoragePSA · Q1 2026$2M0%8.9k$314.05$3M+15.9%
Expedia Group IncEXPE · Q1 2026$2M0%10.3k$256.75$3M+11.2%
Sea LimitedSE · Q1 2026$2M0%28.8k$106.26$3M+28.3%
Kinder Morgan, Inc.KMI · Q1 2026$2M0%71k$32.58$2M-2.83%
Enterprise Products Partners LPEPD · Q1 2026$2M0%62.8k$38.77$2M+2.44%
STERIS plcSTE · Q1 2026$2M0%10.7k$212.07$2M-4.1%
Ralph Lauren CorporationRL · Q1 2026$2M0%6.9k$371.69$3M+8.05%
Rockwell Automation IncROK · Q1 2026$2M0%6.6k$462.43$3M+28.9%
UBS Group AGUBS · Q1 2026$2M0%60.8k$51.91$3M+34.3%
595017BG8595017BG8 · Q1 2026$2M0%2.4M------
McDonald's CorporationMCD · Q1 2026$2M0%7.5k$267.18$2M-14%
Salesforce, Inc. Common StockCRM · Q1 2026$2M0%12.5k$164.16$2M-12.1%
Ondas Holdings Inc.ONDS · Q1 2026$2M0%258k$6.85$2M-24.2%
Zoetis IncZTS · Q1 2026$2M0%19.7k$76.28$2M-35.5%
NiSource IncNI · Q1 2026$2M0%49.8k$46.75$2M+0.19%
ImmunityBio, Inc.IBRX · Q1 2026$2M0%300k$7.75$2M+0.98%
767292AB1767292AB1 · Q1 2026$2M0%2M------
Coca-Cola Consolidated, Inc.COKE · Q1 2026$2M0%11.9k$180.59$2M-5.82%
Robinhood Markets, Inc.HOOD · Q1 2026$2M0%32.9k$99.48$3M+43.5%
Woodward IncWWD · Q1 2026$2M0%6.3k$395.45$2M+10.5%
Comfort Systems USA, Inc.FIX · Q1 2026$2M0%1.6k$1,722.18$3M+24.9%
Tenet Healthcare CorpTHC · Q1 2026$2M0%12k$195.15$2M+3.41%
Cadence Design Systems IncCDNS · Q1 2026$2M0%8.1k$333.37$3M+20%
Zimmer Biomet Holdings, Inc.ZBH · Q1 2026$2M0%24.8k$89.68$2M-0.82%
VNET Group, Inc.VNET · Q1 2026$2M0%266k$7.77$2M-7.39%
Waste Management, Inc.WM · Q1 2026$2M0%9.7k$238.83$2M+3.93%
3.4959E+1133.4959E+113 · Q1 2026$2M0%27.2k------
Texas Capital Bancshares IncTCBI · Q1 2026$2M0%23.4k$103.65$2M+9.24%
Home BancShares, Inc. Common StockHOMB · Q1 2026$2M0%81.5k$30.82$3M+14.4%
CommScope Holding Company IncCOMM · Q1 2026$2M0%120k$17.82$2M-2.09%
TechnipFMC plcFTI · Q1 2026$2M0%31.6k$76.02$2M+9.97%
H2927K103H2927K103 · Q1 2026$2M0%40k------
Golar LNG LimitedGLNG · Q1 2026$2M0%40.2k$49.83$2M-7.91%
Prudential Financial, Inc.PRU · Q1 2026$2M0%22.3k$117.97$3M+20.8%
Benchmark Electronics, Inc.BHE · Q1 2026$2M0%38.6k$83.51$3M+49%
Hinge Health, Inc.HNGE · Q1 2026$2M0%55.8k$84.35$5M+118.7%
Taysha Gene Therapies, Inc.TSHA · Q1 2026$2M0%479k$5.51$3M+23.2%
Cogent Biosciences, Inc.COGT · Q1 2026$2M0%55.6k$40.24$2M+4.55%
Mettler-Toledo International, Inc. Common StockMTD · Q1 2026$2M0%1.7k$1,314.59$2M+4.23%
International Business Machines CorporationIBM · Q1 2026$2M0%8.8k$210.62$2M-13.1%
55303JAB255303JAB2 · Q1 2026$2M0%2.2M------
EnerSysENS · Q1 2026$2M0%12.2k$195.04$2M+12.3%
Arthur J. Gallagher & CoAJG · Q1 2026$2M0%9.7k$254.22$2M+17.4%
Cognizant Technology Solutions CorporationCTSH · Q1 2026$2M0%34.3k$44.86$2M-26.9%
Showing 501-550 of 1,402