
	Jefferies Group 13F
	Leucadia National

	Last update 2024-02-14	1507 Stocks (410 new)
	Value $14.96 Bil	Turnover 22 %
	Countries: Top Holdings: SPY(8.68%)QQQ(1.41%)IWM(1.05%)SGRY(0.98%)RSP(0.79%) Portfolio Report

Jefferies Group Profile

Harvard graduates Ian Cummings and Joseph S. Steinberg gained control of Talcott National Corporation in 1980 and renamed it Leucadia National. In 2013, the company was acquired by Jefferies Group, and Richard Handler became chief executive officer. The company was renamed to Jefferies Financial Group (JEF) in 2018.
Through its subsidiaries, Jefferies engages in investment banking, banking and lending, telecommunications, healthcare services, manufacturing, real estate and winery businesses, among others. The Jefferies Group segment offers a full range of investment banking, equities, fixed income, asset and wealth management products and services.

Jefferies Group Investing Philosophy

Using a value investing approach, Jefferies buys distressed and out of favor companies at discount prices, revives them and sells them for a profit. The company’s strategy is as follows: don't overpay, buy companies that make products or provide services that people need or want, sheltered earnings are more valuable than taxed earnings, and once again, don't overpay.

Jefferies Group's Portfolio

Jefferies Group Current Holdings

Ticker
Ticker
SOFI
DB
PSX
GOLD
SGRY
ITCI
LCA
CZA
AFRM
SILK
HSY
PYCR
ADI
HYGV
RRC
CBAY
SWTX
HIG
VRDN
XEL

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
SOFI	SoFi Technologies Inc	185,001	1,840.76	+73,605.58%	0.01	+0.01%	0.02	-2.19%	-23.82%	8,018.77	Credit Services
DB	Deutsche Bank AG	130,939	1,787.44	+72,241.99%	0.01	+0.01%	0.01	+26.44%	+21.77%	32,185.35	Banks
PSX	Phillips 66	79,660	10,605.93	+49,687.50%	0.07	+0.07%	0.02	+22.03%	+20.17%	67,471.41	Oil & Gas
GOLD	Barrick Gold Corp	321	5.81	+32,000.00%	0	0%	0	+5.10%	-7.10%	29,132.34	Metals & Mining
SGRY	Surgery Partners Inc	4,563,265	145,978.85	+28,457.89%	0.98	+0.98%	3.61	-18.78%	-20.71%	3,213.29	Healthcare Providers & Services
ITCI	Intra-Cellular Therapies Inc	29,000	2,076.98	+18,025.00%	0.01	+0.01%	0.03	+11.35%	+3.32%	7,721.25	Drug Manufacturers
LCA	Landcadia Holdings IV Inc	6,250,000	65,000.00	New Holding	0.43	+0.43%	46.09	+1.64%	+1.35%	142.91	Diversified Financial Services
CZA	Invesco Zacks Mid-Cap ETF	560,000	52,534.89	New Holding	0.35	+0.35%	24.24	+5.75%	+3.93%	195.00
AFRM	Affirm Holdings Inc	508,951	25,009.85	New Holding	0.17	+0.17%	0.17	-21.85%	-33.39%	10,053.20	Software
SILK	Silk Road Medical Inc	1,906,236	23,389.52	New Holding	0.16	+0.16%	4.89	+19.07%	+44.01%	690.65	Medical Devices & Instruments
HSY	The Hershey Co	92,364	17,220.34	New Holding	0.12	+0.12%	0.05	-1.86%	+1.08%	38,203.89	Consumer Packaged Goods
PYCR	Paycor HCM Inc	730,000	15,760.70	New Holding	0.11	+0.11%	0.41	-13.87%	-18.74%	3,122.65	Software
ADI	Analog Devices Inc	73,292	14,552.86	New Holding	0.10	+0.10%	0.01	-5.21%	-3.87%	94,187.84	Semiconductors
HYGV	FlexShares High Yield Value Scored Bond Index ETF	360,200	14,721.37	New Holding	0.10	+0.10%	1.37	-0.93%	-1.05%	1,405.29
RRC	Range Resources Corp	491,187	14,951.73	New Holding	0.10	+0.10%	0.20	+24.75%	+20.48%	8,874.03	Oil & Gas
CBAY	CymaBay Therapeutics Inc	586,298	13,848.36	New Holding	0.09	+0.09%	0.51	+40.67%	+37.51%	3,728.22	Biotechnology
SWTX	SpringWorks Therapeutics Inc	356,078	12,996.85	New Holding	0.09	+0.09%	0.49	+5.31%	+20.55%	3,258.64	Biotechnology
HIG	The Hartford Financial Services Group Inc	147,785	11,878.96	New Holding	0.08	+0.08%	0.05	+17.20%	+25.06%	29,738.80	Insurance
VRDN	Viridian Therapeutics Inc	540,669	11,775.77	New Holding	0.08	+0.08%	0.91	-24.76%	-34.57%	894.44	Biotechnology
XEL	Xcel Energy Inc	183,572	11,364.94	New Holding	0.08	+0.08%	0.03	-5.61%	-9.76%	30,700.84	Utilities - Regulated

100/Page

Total 1802

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