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Disclosery

Baron Capital: JEF position timeline

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

Baron Capital held 2,141,744 JEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,141,744 shares
    Change vs previous 13F +611,516 shares

    0.16% of the 13F portfolio, value $107,044,365.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 1,530,228 shares
    Change vs previous 13F +933,700 shares

    0.19% of the 13F portfolio, value $63,152,510.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 596,528 shares
    Change vs previous 13F +77,000 shares

    0.1% of the 13F portfolio, value $36,966,840.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 519,528 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $33,987,522.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 519,528 shares
    Change vs previous 13F +140,000 shares

    0.08% of the 13F portfolio, value $28,412,986.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 379,528 shares
    Change vs previous 13F +100,000 shares

    0.06% of the 13F portfolio, value $20,331,315.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 279,528 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $21,914,995.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 279,528 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,204,948.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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