13F QoQ Ownership Changes
JEF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 2 new · 3 added · 2 reduced · 0 exited
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CHECK CAPITAL MANAGEMENT INC/CA | 452,487 | +452,487 | $28.0M | +$28.0M | — |
| Pinnacle Wealth Management Advisory Group, LLC | 4,204 | +4,204 | $260.5K | +$260.5K | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GoodHaven Capital Management, LLC | 442,487 | +500 | $27.4M | -$1.5M | 0.1% |
| DEAN INVESTMENT ASSOCIATES, LLC | 55,962 | +10,654 | $3.5M | +$503.9K | 23.5% |
| Dean Capital Management | 29,603 | +6,403 | $1.8M | +$316.8K | 27.6% |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Ancora Advisors LLC | 14,010 | -165 | $868.2K | -$59.1K | -1.2% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 2,592 | 0 | $160.6K | -$8.9K | 0.0% |