JEF Jefferies Financial Group Inc

Ownership history in Hosking Partners LLP  ·  32 quarters on record

AI Ownership Summary

Hosking Partners LLP reported Jefferies Financial Group Inc (JEF) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.13% in 2024 Q4. The latest visible filing shows JEF at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hosking Partners LLP's position in Jefferies Financial Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JEF was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hosking Partners LLP held JEF — position size vs. price
% of Fund (quarterly)    JEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 515,654 +29,322 +6.0% 0.76% $21.3M 2026-04-21 $47.62
2025 Q4 REDUCED 486,332 -1,813 -0.4% 1.02% $30.1M 2026-02-04 $58.43
2025 Q3 REDUCED 488,145 -3,484 -0.7% 1.16% $31.9M 2025-10-23 $54.10
2025 Q2 REDUCED 491,629 -132,184 -21.2% 1.07% $26.9M 2025-08-07 $56.37
2025 Q1 REDUCED 623,813 -69,304 -10.0% 1.41% $33.4M 2025-05-12 $52.51
2024 Q4 REDUCED 693,117 -85,818 -11.0% 2.13% $54.3M 2025-02-05 $72.76
2024 Q3 REDUCED 778,935 -36,737 -4.5% 1.85% $47.9M 2024-11-13 $71.70
2024 Q2 ADDED 815,672 +31,532 +4.0% 1.50% $40.6M 2024-07-29 $54.61
2024 Q1 REDUCED 784,140 -2,387 -0.3% 1.28% $34.6M 2024-05-02 $41.69
2023 Q4 REDUCED 786,527 -56,420 -6.7% 1.34% $31.8M 2024-02-13 $37.86
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hosking Partners LLP and JEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hosking Partners LLP reported owning JEF?

Hosking Partners LLP reported JEF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JEF position in Hosking Partners LLP's portfolio?

The largest reported portfolio weight for JEF was 2.13% in 2024 Q4.

What is the latest reported JEF position on this page?

The most recent filing on this page is 2026 Q1, when Hosking Partners LLP reported 515,654 shares, equal to 0.76% of portfolio, with an estimated market value of $21.3M.

What does the chart on this JEF ownership page compare?

The chart compares Hosking Partners LLP's quarterly JEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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