SEC 13F Intelligence

Intrinsic Value Partners, LLC / JEF

Intrinsic Value Partners, LLC’s Jefferies Financial Group In Position

Does Intrinsic Value Partners, LLC own Jefferies Financial Group In (JEF)? Yes — 31.8K shares worth $1M (+1.01% of its 13F portfolio) as of Q1 2026, up from 28.9K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
31.8K
% of Portfolio
+1.01%
Quarters Held
18
currently held

Position History JEF

Reported value by quarter
Q4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $983,000Q3 ’22: $1MQ3 ’22Q4 ’22: $1,154Q1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.8K$1M+1.01%
Q4 202528.9K$2M+1.34%
Q3 202529.6K$2M+1.57%
Q2 202529.9K$2M+1.45%
Q1 202529.9K$2M+1.58%
Q4 202430.7K$2M+2.42%
Q3 202431.4K$2M+1.93%
Q2 202431.5K$2M+1.64%
Q1 202431.6K$1M+1.49%
Q4 202332.5K$1M+1.53%
Q3 202332.7K$1M+1.54%
Q2 202332.7K$1M+1.37%
Q1 202332.8K$1M+1.41%
Q4 202233.7K$1,154+1.58%
Q3 202235.6K$1M+1.46%
Q2 202235.6K$983,000+1.25%
Q1 202236.1K$1M+1.26%
Q4 202136.8K$1M+1.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Value Partners, LLC’s full portfolio or all institutional holders of JEF.