Joel Greenblatt's JEF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 21,479 shares of Jefferies Financial Group Inc. (JEF) worth $1.33 M, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in JEF, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 12,246 shares. Largest reduction occurred in Q1 2019, reducing 16,625 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Jefferies Financial Group (JEF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jefferies Financial Group (JEF) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +69 | Add 0.32% | 21,479 | $61.97 |
| Q1 2025 | -296 | Reduce 1.36% | 21,410 | $53.57 |
| Q4 2024 | -44 | Reduce 0.20% | 21,706 | $78.40 |
| Q3 2024 | +447 | Add 2.10% | 21,750 | $61.55 |
| Q2 2024 | -311 | Reduce 1.44% | 21,303 | $49.76 |
| Q1 2024 | +584 | Add 2.78% | 21,614 | $44.10 |
| Q4 2023 | -271 | Reduce 1.27% | 21,030 | $40.41 |
| Q2 2023 | -438 | Reduce 2.01% | 21,301 | $33.17 |
| Q1 2023 | +523 | Add 2.47% | 21,739 | $31.74 |
| Q4 2022 | +1,227 | Add 6.14% | 21,216 | $34.28 |
| Q3 2022 | -45 | Reduce 0.22% | 19,989 | $29.52 |
| Q2 2022 | +7,961 | Add 65.94% | 20,034 | $27.60 |
| Q1 2022 | +196 | Add 1.65% | 12,073 | $32.88 |
| Q4 2021 | -141 | Reduce 1.17% | 11,877 | $38.81 |
| Q3 2021 | +12,018 | New Buy | 12,018 | $37.11 |
| Q3 2020 | -12,246 | Sold Out | 0 | $0.00 |
| Q2 2020 | +12,246 | New Buy | 12,246 | $15.52 |
| Q3 2019 | -10,845 | Sold Out | 0 | $0.00 |
| Q2 2019 | +10,845 | New Buy | 10,845 | $19.27 |
| Q1 2019 | -16,625 | Sold Out | 0 | $0.00 |
| Q4 2018 | +16,625 | New Buy | 16,625 | $17.38 |
Joel Greenblatt's Jefferies Financial Group Investment FAQs
Joel Greenblatt first purchased Jefferies Financial Group Inc. (JEF) in Q4 2018, acquiring 16,625 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Jefferies Financial Group Inc. (JEF) for 24 quarters since Q4 2018.
Joel Greenblatt's largest addition to Jefferies Financial Group Inc. (JEF) was in Q4 2018, adding 16,625 shares worth $289,000.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 21,479 shares of Jefferies Financial Group Inc. (JEF), valued at approximately $1.33 M.
As of the Q4 2025 filing, Jefferies Financial Group Inc. (JEF) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Jefferies Financial Group Inc. (JEF) was 21,750 shares, as reported at the end of Q3 2024.