Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Jefferies Financial Group Inc. (JEF)
← All JEF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,586,501 1.53 Add 0.24% <0.01 $35.53–54.11 · VW $47.45i $106,744,896 SEC
2025   Q4 2,580,283 2.14 $61.97 $159,900,138 SEC
2025   Q3 2,580,283 2.37 $65.42 $168,802,114 SEC
2025   Q2 2,580,283 2.05 Reduce 0.02% <0.01 $47.41–65.66 · VW $59.31i $141,115,677 SEC
2025   Q1 2,580,823 2.24 Reduce 7.88% 0.25 $39.28–66.85 · VW $51.58i $138,254,688 SEC
2024   Q4 2,801,498 3.16 Reduce 28.43% 0.97 $63.53–82.68 · VW $70.80i $219,637,443 SEC
2024   Q3 3,914,280 3.41 Reduce 27.65% 1.03 $55.36–80.53 · VW $71.68i $240,923,934 SEC
2024   Q2 5,410,210 3.71 Reduce 0.19% <0.01 $43.17–59.97 · VW $54.36i $269,212,050 SEC
2024   Q1 5,420,370 3.41 Reduce 0.06% <0.01 $40.72–47.87 · VW $45.04i $239,038,317 SEC
2023   Q4 5,423,750 3.35 Reduce 0.09% <0.01 $35.22–42.43 · VW $39.82i $219,173,738 SEC
2023   Q3 5,428,660 3.18 Reduce 1.51% 0.04 $31.38–38.78 · VW $35.20i $198,851,816 SEC
2023   Q2 5,512,011 2.72 Reduce 1.64% 0.05 $30.00–37.73 · VW $34.47i $182,833,405 SEC
2023   Q1 5,603,701 2.81 Reduce 6.03% 0.18 $28.34–37.93 · VW $32.11i $177,861,470 SEC
2022   Q4 5,963,422 3.06 Reduce 0.75% 0.02 $32.22–40.68 · VW $36.90i $195,436,039 SEC
2022   Q3 6,008,724 2.73 Reduce 0.45% 0.01 $27.50–36.65 · VW $33.49i $169,462,000 SEC
2022   Q2 6,036,095 2.38 Add 0.12% <0.01 $24.74–33.67 · VW $29.70i $159,385,000 SEC
2022   Q1 6,028,867 2.44 Add 0.16% <0.01 $27.72–33.66 · VW $30.98i $189,339,000 SEC
2021   Q4 6,019,244 2.77 Reduce 15.34% 0.50 $31.59–39.67 · VW $35.08i $223,276,000 SEC
2021   Q3 7,110,266 3.28 Reduce 4.01% 0.12 $33.64–42.51 · VW $37.36i $252,394,000 SEC
2021   Q2 7,406,969 3.04 Reduce 0.71% 0.02 $28.02–36.19 · VW $33.18i $242,178,000 SEC
2021   Q1 7,459,846 2.92 Reduce 49.43% 2.21 $27.85–33.33 · VW $30.63i $214,667,000 SEC
2020   Q4 14,750,424 4.47 Reduce 18.11% 0.77 $21.86–29.05 · VW $26.23i $346,903,000 SEC
2020   Q3 18,013,261 4.27 Reduce 4.62% 0.17 $16.01–23.23 · VW $20.33i $309,980,000 SEC
2020   Q2 18,885,150 3.74 Reduce 4.94% 0.18 $13.52–17.41 · VW $15.90i $280,750,000 SEC
2020   Q1 19,865,685 3.63 Reduce 6.92% 0.28 $10.71–20.13 · VW $14.95i $259,621,000 SEC
2019   Q4 21,343,530 4.11 Reduce 1.37% 0.05 $17.99–22.97 · VW $19.94i $436,053,000 SEC
2019   Q3 21,639,605 3.55 Reduce 5.69% 0.20 $16.10–20.26 · VW $18.78i $380,658,000 SEC
2019   Q2 22,944,683 3.46 Add 0.40% 0.01 $15.81–19.39 · VW $17.29i $394,965,000 SEC
2019   Q1 22,853,492 3.38 Reduce 1.00% 0.03 $15.82–18.64 · VW $16.76i $384,394,000 SEC
2018   Q4 23,084,156 3.42 Add 6.32% 0.20 $14.50–19.98 · VW $17.54i $358,724,000 SEC
2018   Q3 21,712,680 3.10 Reduce 0.25% <0.01 $17.54–21.28 · VW $19.46i $426,818,000 SEC
2018   Q2 21,767,180 3.19 Buy 3.19 $19.36–22.44 · VW $20.86i $443,088,000 SEC
Price snapshot:
Current price$52.59
Avg. buy price$20.13
+/- since buy161.19%
52-week low$35.26
52-week high$69.47