Private Capital's JEF Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 419,429 shares of Jefferies Financial Group Inc. (JEF) worth $25.99 M, representing 2.38% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in JEF, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 84,470 shares. Largest reduction occurred in Q3 2024, reducing 189,100 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Jefferies Financial Group (JEF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jefferies Financial Group (JEF) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +790 | Add 0.19% | 419,429 | $61.97 |
| Q3 2025 | -3,030 | Reduce 0.72% | 418,639 | $65.42 |
| Q2 2025 | +23,210 | Add 5.82% | 421,669 | $54.69 |
| Q1 2025 | -117,561 | Reduce 22.78% | 398,459 | $53.45 |
| Q4 2024 | -66,005 | Reduce 11.34% | 516,020 | $78.40 |
| Q3 2024 | -189,100 | Reduce 24.52% | 582,025 | $61.55 |
| Q2 2024 | -41,300 | Reduce 5.08% | 771,125 | $49.76 |
| Q1 2024 | -132,500 | Reduce 14.02% | 812,425 | $44.10 |
| Q4 2023 | +3,995 | Add 0.42% | 944,925 | $40.41 |
| Q3 2023 | -11,630 | Reduce 1.22% | 940,930 | $36.63 |
| Q2 2023 | +13,400 | Add 1.43% | 952,560 | $33.17 |
| Q1 2023 | +61,280 | Add 6.98% | 939,160 | $31.74 |
| Q4 2022 | +21,100 | Add 2.46% | 877,880 | $34.28 |
| Q3 2022 | -10,036 | Reduce 1.16% | 856,780 | $29.50 |
| Q2 2022 | +35,600 | Add 4.28% | 866,816 | $27.62 |
| Q1 2022 | +42,111 | Add 5.34% | 831,216 | $32.85 |
| Q4 2021 | +3,480 | Add 0.44% | 789,105 | $38.80 |
| Q3 2021 | -9,230 | Reduce 1.16% | 785,625 | $37.13 |
| Q2 2021 | -6,685 | Reduce 0.83% | 794,855 | $34.20 |
| Q1 2021 | -46,555 | Reduce 5.49% | 801,540 | $30.10 |
| Q4 2020 | -45,591 | Reduce 5.10% | 848,095 | $24.60 |
| Q3 2020 | -72,304 | Reduce 7.48% | 893,686 | $18.00 |
| Q2 2020 | -35,450 | Reduce 3.54% | 965,990 | $15.55 |
| Q1 2020 | -129,000 | Reduce 11.41% | 1 M | $13.67 |
| Q4 2019 | -50,200 | Reduce 4.25% | 1.13 M | $21.37 |
| Q3 2019 | -39,064 | Reduce 3.20% | 1.18 M | $18.40 |
| Q2 2019 | +33,180 | Add 2.80% | 1.22 M | $19.23 |
| Q1 2019 | +38,195 | Add 3.33% | 1.19 M | $18.79 |
| Q4 2018 | +84,470 | Add 7.94% | 1.15 M | $17.36 |
| Q3 2018 | +1.06 M | New Buy | 1.06 M | $21.96 |
Private Capital's Jefferies Financial Group Investment FAQs
Private Capital first purchased Jefferies Financial Group Inc. (JEF) in Q3 2018, acquiring 1,063,859 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Jefferies Financial Group Inc. (JEF) for 30 quarters since Q3 2018.
Private Capital's largest addition to Jefferies Financial Group Inc. (JEF) was in Q3 2018, adding 1,063,859 shares worth $23.36 M.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 419,429 shares of Jefferies Financial Group Inc. (JEF), valued at approximately $25.99 M.
As of the Q4 2025 filing, Jefferies Financial Group Inc. (JEF) represents approximately 2.38% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in Jefferies Financial Group Inc. (JEF) was 1,219,704 shares, as reported at the end of Q2 2019.