Valueworks LLC

SEC CIK: 0001282189
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

JEF holding history

Jefferies Financial Group Inc. in every 13F filed by Valueworks LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JEF overview All 13F holders of JEF Full Q2 2026 holdings

Shares (Q2 2026): 369,053
Value: $18.4M
% of portfolio: 3.8%
Quarters held: 3; Since Q4 2025

Holdings of JEF by Valueworks LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	369,053	$18.4M	3.8%	+1,034+0.3%	Added	Holders
Q1 2026	368,019	$15.2M	4.1%	+116,760+46.5%	Added	Holders
Q4 2025	251,259	$15.6M	4.1%	+251,259	New	Holders