New Positions
2 managers initiated
Top five by reported value
Jefferies Financial Group Inc NEW YORK STOCK EXCHANGE, INC.:JEF
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
2 new3 added2 reduced0 exited
Total Institutional Holders
7
as of 2025-12-31
Top Holder
CHECK CAPITAL MANAGEMENT INC/CA
$28.0M
Largest QoQ Increase
CHECK CAPITAL MANAGEMENT INC/CA
+452,487 sh
Largest QoQ Decrease
Ancora Advisors, LLC
-165 sh
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% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| CHECK CAPITAL MANAGEMENT INC/CA | 452,487 | $28.0M | +452,487 | — |
| GoodHaven Capital Management, LLC | 442,487 | $27.4M | +500 | 0.1% |
| DEAN INVESTMENT ASSOCIATES, LLC | 55,962 | $3.5M | +10,654 | 23.5% |
| Dean Capital Management | 29,603 | $1.8M | +6,403 | 27.6% |
| Ancora Advisors, LLC | 14,010 | $868.2K | -165 | -1.2% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,204 | $260.5K | +4,204 | — |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 2,592 | $160.6K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for JEF against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.