ROBOTTI ROBERT JEF — JEFFERIES FINL GROUP INC

Ownership history in ROBOTTI ROBERT  ·  31 quarters on record

AI Ownership Summary

ROBOTTI ROBERT reported JEFFERIES FINL GROUP INC (JEF) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 26.66% in 2025 Q4. The latest visible filing shows JEF at 26.66% 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 ROBOTTI ROBERT's position in JEFFERIES FINL 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
2025 Q4

JEF was reported at 26.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.66% in 2025 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 2025 Q4

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.

JEF stock page ROBOTTI ROBERT fund profile ROBOTTI ROBERT full holdings
How ROBOTTI ROBERT 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 328,934 -3,757 -1.1% 26.66% $189.5M 2026-02-14 (Est.) $53.32
2025 Q3 REDUCED — — — 332,691 -8,963 -2.6% 3.78% $21.8M 2025-11-12 $58.54
2025 Q2 REDUCED — — — 341,654 -1,874 -0.5% 3.14% $18.7M 2025-08-13 $61.66
2025 Q1 REDUCED 15.8% +2.9% ❌ 343,528 -64,316 -15.8% 3.69% $18.4M 2025-05-13 $52.82
2024 Q4 REDUCED — — — 407,844 -1,672 -0.4% 5.61% $32.0M 2025-02-12 $68.36
2024 Q3 REDUCED — — — 409,516 -1,694 -0.4% 3.84% $25.2M 2024-11-14 $70.66
2024 Q2 REDUCED — — — 411,210 -6,019 -1.4% 3.21% $20.5M 2024-08-14 $54.48
2024 Q1 REDUCED — — — 417,229 -3,605 -0.9% 2.50% $18.4M 2024-05-15 $44.88
2023 Q4 REDUCED — — — 420,834 -3,551 -0.8% 2.45% $17.0M 2024-02-14 $38.32
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JEF

As of 2026 Q1 — sorted by position size

MASSACHUSETTS MUTUAL LIFE INSURANCE CO 3Y 7Y 8.86% Merrion Investment Management Co, LLC 3Y 4.41% Mraz, Amerine & Associates, Inc. 3Y 7Y 3.74% Alessandra Capital Management, LLC 3.58% Ervin Investment Management, LLC 3Y 2.18% 1492 Capital Management LLC 3Y 7Y 1.69% Lafayette Investments, Inc. 3Y 7Y 1.15% Waterfront Wealth Inc. 3Y 1.11% Poehling Capital Management, INC. 3Y 7Y 1.07% Intrinsic Value Partners, LLC 3Y 1.01%

FAQ About ROBOTTI ROBERT and JEF

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

How long has ROBOTTI ROBERT reported owning JEF?

ROBOTTI ROBERT reported JEF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JEF position in ROBOTTI ROBERT's portfolio?

The largest reported portfolio weight for JEF was 26.66% in 2025 Q4.

What is the latest reported JEF position on this page?

The most recent filing on this page is 2025 Q4, when ROBOTTI ROBERT reported 328,934 shares, equal to 26.66% of portfolio, with an estimated market value of $189.5M.

What does the chart on this JEF ownership page compare?

The chart compares ROBOTTI ROBERT'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.

How well did ROBOTTI ROBERT time their JEF position?

Based on 13F filing dates vs. subsequent JEF price moves, ROBOTTI ROBERT correctly timed 13 out of 30 reported position changes (43%). The annualised alpha on JEF relative to SPY over the holding period was +1.8%.

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