JEF
Jefferies Financial Group IN
4 super-investors hold JEF worth a combined $159M. The largest position: Francis Chou at 2.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #238 of 724 scored stocks.
Why super-investors own JEF
Ownership of JEF within this cohort is narrow and stable: four managers hold a combined $159M, but the count has been flat at two meaningful holders for eight consecutive quarters before two additional names appeared in the most recent data. First Pacific Advisors carries the largest dollar exposure at $107M (1.5% of portfolio), while Francis Chou runs the highest conviction at 2.9% — and was the only manager to add in 2026Q1. Joel Greenblatt and Warren Buffett each hold rounding-error allocations below 0.1% of their respective portfolios. No one started or exited this quarter. Overall, interest is neither building nor fading; the position looks like a quiet, long-held value hold with no meaningful cohort momentum in either direction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Pacific Advisors | 1.5% | 32q | $107M | 2,586,501 |
| 2 | Joel Greenblatt | <0.1% | 29q | $29M | 690,855 |
| 3 | Warren Buffett | <0.1% | 15q | $18M | 433,558 |
| 4 | Francis Chou | 2.9% | 8q | $6M | 149,237 |
Owners of JEF also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francis Chou | ADD | 2.9% | +1258% | $6M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 47233W109. Not investment advice.