SEC 13F Intelligence

Gillson Capital LP / JEF

Gillson Capital LP’s Jefferies Financial Group In Position

Does Gillson Capital LP own Jefferies Financial Group In (JEF)? Not currently — the last reported position was 285.6K shares worth $10M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q3 2023
Shares
285.6K
% of Portfolio
+0.78%
Quarters Held
7
position exited

Position History JEF

Reported value by quarter
Q3 ’21: $7MQ3 ’21Q2 ’22: $6MQ2 ’22Q3 ’22: $13MQ3 ’22Q4 ’22: $12MQ4 ’22Q1 ’23: $12MQ1 ’23Q2 ’23: $28MQ2 ’23Q3 ’23: $10MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023285.6K$10M+0.78%
Q2 2023834.5K$28M+2.44%
Q1 2023382.5K$12M+1.01%
Q4 2022346.8K$12M+0.90%
Q3 2022452.7K$13M+1.23%
Q2 2022214.4K$6M+0.57%
Q3 2021184.7K$7M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of JEF.