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Jefferies Group
Portfolio: Top Holdings & Stock Picks

Jefferies Financial Group Inc.

Special Situations / Event-Driven

Jefferies Group (Jefferies Financial Group Inc.) disclosed 1417 total holdings in its latest 13F filing dated 09/30/2025, with a portfolio value of $21.19 B and a turnover rate of 20.1%.

Portfolio Value
$21.19 B
Total Holdings
1424
Latest Filing
Q3 2025
November 13, 2025
Turnover Rate
20.13%

Jefferies Group Top Holdings of Q3 2025

Ticker Name Shares Value % of Portfolio Time Held % Change
2.25 M $1.68 B 7.93% New Buy +100.00%
1.09 M $725.83 M 3.43% 2.7 Years -17.39%
WRB
8.91 M $682.82 M 3.22% New Buy +100.00%
1.46 M $352.42 M 1.66% 2.7 Years +71.55%
584,434 $350.88 M 1.66% 2.7 Years +121.96%
LLY
299,629 $228.62 M 1.08% 2.7 Years +3586.38%
238,885 $221.12 M 1.04% 2.7 Years +8200.38%
PEP
1.28 M $180.14 M 0.85% 2.5 Years +12120.52%
CVX
1.05 M $162.69 M 0.77% 2.7 Years +6490.85%
3.31 M $155.39 M 0.73% 0.5 Years +47.32%

Recent Moves

Significant New Position
+2.25 M Shares | +$1.68 B Value
Continues to build a major stake in the sector
Q3 2025
Added to Core Holding
+291,501 Shares | +$222.42 M Value
Largest position increase in Healthcare sector
Q3 2025
Reduced Exposure to Position
-229,352 Shares | -$152.79 M Value
Significant reduction in holdings of
Q3 2025
Complete Exit
-211,000 Shares | -$51.24 M Value
Cleared TTWO, sector remains in portfolio
Q3 2025

Jefferies Group's Historical Top Holdings Overview

Portfolio Date:

Jefferies Group Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
VGT
09/30/2025 New Buy 2.25 M 2.25 M $1.68 B
WRB
09/30/2025 New Buy 8.91 M 8.91 M $682.82 M
LLY
09/30/2025 Add 3586.4% 299,629 291,501 $222.42 M
09/30/2025 Add 8200.4% 238,885 236,007 $218.45 M
QQQ
09/30/2025 Add 122.0% 584,434 321,132 $192.8 M
PEP
09/30/2025 Add 12120.5% 1.28 M 1.27 M $178.66 M
CVX
09/30/2025 Add 6490.9% 1.05 M 1.03 M $160.23 M
SPY
09/30/2025 Reduce -17.4% 1.09 M -229,352 $152.79 M
IWM
09/30/2025 Add 71.6% 1.46 M 607,503 $146.99 M
09/30/2025 New Buy 386,057 386,057 $135.61 M

Jefferies Group's Portfolio Sector Breakdown

Portfolio Date:

About Jefferies Group

Jefferies Group LLC is a multinational, independent investment bank and financial services company. Headquartered in New York, it provides clients with services in investment banking, equity research, sales and trading, and asset management. Its 13F filings reflect the holdings of its various asset management and proprietary trading divisions, showcasing a broad range of investment strategies.

Frequently Asked Questions

As of 09/30/2025, Jefferies Group holds 954 stocks. Top positions include VGT, SPY, WRB, IWM, QQQ. For full portfolio details, please visit Jefferies Group’s portfolio.

In Q3 2025, Jefferies Group’s largest purchase by dollar amount was VGT. For complete transaction details, please visit Jefferies Group’s portfolio.

According to the 13F filing for Q3 2025, Jefferies Group increased their stake in LLY.

Jefferies Group’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.