Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings17 positions
FIESTA RESTAURANT GROUP | 5.3M | $52M | 30.9% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
LIONS GATE ENTMNT CORP | 3.7M | $39.7M | 23.6% | — | — | 1 qtr | New 93 |
LIONS GATE ENTMNT CORP | 3.4M | $33.3M | 19.7% | — | — | 1 qtr | New 92 |
VALERO ENERGY CORP | 1,183 | $11.1M | 6.6% | — | — | — | New — |
LONESTAR RESOURCES US I-CL A | 4M | $10.4M | 6.2% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
Americold Realty Trust Inc | 125,267 | $4.4M | 2.6% | $28.50 | -4.87% | 2 qtrssince 2019-Q3 | Decreased 0 |
Air Products and Chemicals, Inc. | 10,444 | $2.5M | 1.5% | $199.33 | 0.00% | 1 qtr | New 63 |
DIAMONDBACK ENERGY INC | 24,138 | $2.2M | 1.3% | $68.91 | +3.53% | 2 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 89,633 | $2.1M | 1.3% | $80.60 | -64.89% | 1 qtr | New 62 |
HESS CORP | 29,925 | $2M | 1.2% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 |
BRIGHAM MINERALS INC-CL A | 86,218 | $1.8M | 1.1% | — | — | 2 qtrssince 2019-Q3 | Increased 44 |
Canadian National Railway Company | 19,207 | $1.7M | 1.0% | $79.40 | 0.00% | 1 qtr | New 62 |
HOLLYFRONTIER CORP | 313 | $1.6M | 0.9% | — | — | — | New — |
CONCHO RESOURCES INC | 14,427 | $1.3M | 0.7% | — | — | 1 qtr | New 52 |
| 3.9M | $1.3M | 0.7% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 | |
PARSLEY ENERGY INC-CLASS A | 61,255 | $1.2M | 0.7% | — | — | 1 qtr | New 52 |
RATTLER MIDSTREAM LP | 48,068 | $75,000 | 0.0% | — | — | 1 qtr | New 32 |
Jefferies Financial Group Inc. manages $168.6M across 17 positions as of Q4 2019. Top holdings: FRGI (30.9%), LGF/A (23.6%), LGF/B (19.7%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Added LGF/A, LGF/B, APD and 5 more; exited SPB, COP and VLO; increased 1, led by MNRL (+1,533 shares); trimmed 3, led by FANG (−70,117 shares). Top move: LGF/A (NEW, conviction 93). Portfolio: $169M across 17 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR