Jefferies Financial Group Inc. KGEI — KOLIBRI GLOBAL ENERGY INC

Ownership history in Jefferies Financial Group Inc.  ·  27 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported KOLIBRI GLOBAL ENERGY INC (KGEI) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows KGEI at 0.01% 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 KGEI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in KOLIBRI GLOBAL ENERGY 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

KGEI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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.

KGEI stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held KGEI — position size vs. price
% of Fund (quarterly)    KGEI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 186,930 -67,039 -26.4% 0.01% $1.0M 2026-05-08 $5.12
2025 Q4 ADDED — — — 253,969 +239,296 +1630.9% 0.01% $1.0M 2026-02-09 $3.85
2025 Q3 REDUCED 94.5% -27.8% ✅ 14,673 -253,737 -94.5% 0.00% $81K 2025-11-13 $3.97
2024 Q4 UNCHANGED — — — 268,410 — 0% 0.01% $1.4M 2025-02-14 $8.55
2024 Q3 UNCHANGED — — — 268,410 — 0% 0.01% $853K 2024-11-14 $3.53
2024 Q2 UNCHANGED — — — 268,410 — 0% 0.01% $951K 2024-08-13 $3.30
2024 Q1 UNCHANGED — — — 268,410 — 0% 0.01% $836K 2024-05-13 $3.13
2023 Q4 ADDED — — — 268,410 +14,441 +5.7% 0.01% $1.0M 2024-02-14 $2.95
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KGEI

As of 2026 Q1 — sorted by position size

Tetragon Partners GP Ltd 3Y 7Y 7.28% M Holdings Securities, Inc. 3Y 7Y 0.02% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01% TORONTO DOMINION BANK 3Y 7Y 0.01% NATIXIS 3Y 7Y 0.0% Empowered Funds, LLC 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% Centiva Capital, LP 3Y 7Y 0.0% Ascentis Independent Advisors 3Y 0.0% Connor, Clark & Lunn Investment Management Ltd. 3Y 7Y 0.0%

FAQ About Jefferies Financial Group Inc. and KGEI

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

How long has Jefferies Financial Group Inc. reported owning KGEI?

Jefferies Financial Group Inc. reported KGEI across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KGEI position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for KGEI was 0.01% in 2024 Q2.

What is the latest reported KGEI position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 186,930 shares, equal to 0.01% of portfolio, with an estimated market value of $1.0M.

What does the chart on this KGEI ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly KGEI 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.

How well did Jefferies Financial Group Inc. time their KGEI position?

Based on 13F filing dates vs. subsequent KGEI price moves, Jefferies Financial Group Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on KGEI relative to SPY over the holding period was +96.9%.

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