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Moerus Capital Management LLC: JEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moerus Capital Management LLC on JEF, newest first. How the timeline and the estimate are built.

Moerus Capital Management LLC held 910,370 JEF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 910,370 shares
    Change vs previous 13F +133,302 shares

    20.28% of the 13F portfolio, value $45,500,293.

    13F-HR 0001398344-26-014276 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 777,068 shares
    Change vs previous 13F +167,347 shares

    11.84% of the 13F portfolio, value $32,069,596.

    13F-HR 0001398344-26-009117 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 609,721 shares
    Change vs previous 13F -70,122 shares

    16.29% of the 13F portfolio, value $37,784,410.

    13F-HR 0001398344-26-002850 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 679,843 shares
    Change vs previous 13F +13,989 shares

    18.08% of the 13F portfolio, value $44,475,329.

    13F-HR 0001398344-25-020817 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 665,854 shares
    Change vs previous 13F +91,601 shares

    15.54% of the 13F portfolio, value $36,415,555.

    13F-HR 0001398344-25-014907 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 574,253 shares
    Change vs previous 13F -65,951 shares

    13.76% of the 13F portfolio, value $30,762,733.

    13F-HR 0001398344-25-009252 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 640,204 shares
    Change vs previous 13F -343,084 shares

    18.32% of the 13F portfolio, value $50,191,994.

    13F-HR 0001398344-25-002605 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 983,288 shares
    Change vs previous 13F not available

    22.22% of the 13F portfolio, value $60,521,376.

    13F-HR 0001398344-24-020707 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).