제프리스 파이낸셜 그룹(Jefferies Financial Group)
MX ˙ BMV ˙ US47233W1099
SecurityMX:JEF / Jefferies Financial Group Inc.
InstitutionMoerus Capital Management LLC
Latest Disclosed Ownership777,068 shares
Latest Disclosed Value $ 32,069,596
Moerus Capital Management LLC reports 27.45% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 14, 2026 - Moerus Capital Management LLC filed a 13F-HR form disclosing ownership of 777,068 shares of Jefferies Financial Group Inc. (MX:JEF) valued at $32,069,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 609,721 shares of Jefferies Financial Group Inc.. This represents a change in shares of 27.45% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 777,068 167,347 27.45 32,070 -15.13 11.8446
2026-02-12 2025-12-31 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 609,721 -70,122 -10.31 37,784 -15.04 16.2934
2025-11-13 2025-09-30 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 679,843 13,989 2.10 44,475 22.13 18.0771
2025-08-11 2025-06-30 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 665,854 91,601 15.95 36,416 18.38 15.5391
2025-05-13 2025-03-31 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 574,253 -65,951 -10.30 30,763 -38.71 13.7607
2025-02-13 2024-12-31 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 640,204 -343,084 -34.89 50,192 -17.07 18.3185
2024-11-14 2024-09-30 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 983,288 -86,936 -8.12 60,521 13.65 22.2187
2024-08-14 2024-06-30 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 1,070,224 7,195 0.68 53,254 13.60 19.2205
2024-05-15 2024-03-31 13F JEFFERIES FINANCIAL GROUP ORD Com 47233W109 1,063,029 -116,123 -9.85 46,880 -1.62 14.6961
2024-02-14 2023-12-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,179,152 48,663 4.30 47,650 15.07 14.3438
2023-11-14 2023-09-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,130,489 -107,366 -8.67 41,410 0.85 13.6667
2023-08-14 2023-06-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,237,855 15,137 1.24 41,060 5.80 12.0185
2023-05-16 2023-03-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,222,718 -81,836 -6.27 38,809 -13.22 11.7449
2023-02-14 2022-12-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,304,554 172,421 15.23 44,720 33.90 13.4528
2022-11-14 2022-09-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,132,133 -29,466 -2.54 33,398 4.10 14.1984
2022-08-15 2022-06-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,161,599 281,128 31.93 32,083 10.93 11.3180
2022-05-16 2022-03-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 880,471 289,986 49.11 28,923 26.24 8.0109
2022-02-11 2021-12-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 590,485 4,112 0.70 22,911 5.23 9.9717
2021-11-15 2021-09-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 586,373 -215,776 -26.90 21,772 -20.64 10.0988
2021-08-16 2021-06-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 802,149 -598,644 -42.74 27,433 -34.94 12.6006
2021-05-17 2021-03-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,400,793 -97,822 -6.53 42,164 14.37 15.7783
2021-03-05 2020-12-31 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,498,615 -513,931 -25.54 36,866 1.77 14.4460
2021-02-16 2020-12-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,498,615 -513,931 36,866 14,659,032.1683
2021-03-05 2020-09-30 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,012,546 81,488 4.22 36,226 20.64 17.6590
2020-11-16 2020-09-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,012,546 81,488 36,226 17,658,987.4331
2021-03-05 2020-06-30 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,931,058 -247,403 -11.36 30,028 0.83 16.7156
2020-08-14 2020-06-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,931,058 -247,403 30,028 16,715,560.4790
2021-03-05 2020-03-31 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,178,461 327,431 17.69 29,780 -24.72 14.5466
2020-05-15 2020-03-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,178,461 327,431 29,780 14,546,626.8727
2021-03-05 2019-12-31 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,851,030 -242,632 -11.59 39,557 2.68 12.8081
2020-02-14 2019-12-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,851,030 -242,632 39,557 12,808,125.8115
2021-03-05 2019-09-30 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,093,662 -4,795 -0.23 38,523 -4.53 13.1164
2019-11-14 2019-09-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,093,662 -4,795 38,523 13,116,356.0343
2021-03-05 2019-06-30 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,098,457 3,017 0.14 40,353 2.49 12.5214
2019-08-14 2019-06-30 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,098,457 3,017 40,353 12,521,410.4856
2021-03-05 2019-03-31 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,095,440 158,432 8.18 39,373 17.09 11.6654
2019-05-14 2019-03-31 13F JEFFERIES FINANCIAL GROUP IN Com 47233W109 2,095,440 158,432 39,373 11,665,417.3543
2021-03-05 2018-12-31 13F/A-1 JEFFERIES FINANCIAL GROUP IN Com 47233W109 1,937,008 1,937,008 33,626 10.9826
2019-02-14 2018-12-31 13F JEFFERIES FINANC Com 47233W109 1,937,008 33,626 10.9826
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.