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Jefferies Group’s KAI Holdings & Trades

First Buy
Q2 2023
Duration Held
7 Quarters
Largest Add
Q4 2023
+7,250 Shares
Current Position
5,370 Shares
$1.57 M Value

Jefferies Group's KAI Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 5,370 shares of Kadant Inc. (KAI) worth $1.57 M, representing 0.01% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 7 quarters.

Based on 13F filings, Jefferies Group has maintained this position in KAI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2023, adding 7,250 shares. Largest reduction occurred in Q1 2024, reducing 8,634 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Kadant (KAI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Kadant (KAI) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +1,358 Add 33.85% 5,370 $292.35
Q4 2025 +4,012 New Buy 4,012 $285.02
Q2 2024 -616 Sold Out 0 $0.00
Q1 2024 -8,634 Reduce 93.34% 616 $328.10
Q4 2023 +7,250 Add 362.50% 9,250 $280.31
Q2 2023 +2,000 New Buy 2,000 $222.10

Jefferies Group's Kadant Investment FAQs

Jefferies Group first purchased Kadant Inc. (KAI) in Q2 2023, acquiring 2,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Kadant Inc. (KAI) for 7 quarters since Q2 2023.

Jefferies Group's largest addition to Kadant Inc. (KAI) was in Q4 2023, adding 9,250 shares worth $2.59 M.

According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 5,370 shares of Kadant Inc. (KAI), valued at approximately $1.57 M.

As of the Q1 2026 filing, Kadant Inc. (KAI) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Kadant Inc. (KAI) was 9,250 shares, as reported at the end of Q4 2023.