Jefferies Financial Group Inc. Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$21.2T

Holdings

1,124

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,124 positions)

#StockSharesValue% PortfolioType
1
GQ9SPDR GOLD TR
9,404,091$3.3T15.78%Put
2
SPYSPDR S&P 500 ETF TR
3,966,539$2.6T12.47%Put
3
VGTVANGUARD WORLD FD
2,250,000$1.7T7.93%
4
IRENIREN LIMITED
21,033,643$987.1B4.66%Put
5
WRBBERKLEY W R CORP
8,911,719$682.8B3.22%
6
NDQINVESCO QQQ TR
762,234$457.6B2.16%Put
7
COSTCOSTCO WHSL CORP NEW
474,885$439.6B2.07%Put
8
LLYELI LILLY & CO
531,429$405.5B1.91%Put
9
IWMISHARES TR
1,591,521$385.1B1.82%Put
10
PEPPEPSICO INC
2,622,666$368.3B1.74%Put
11
XLESELECT SECTOR SPDR TR
3,080,342$275.2B1.30%Put
12
CDNSCADENCE DESIGN SYSTEM INC
772,057$271.2B1.28%Put
13
CVXCHEVRON CORP NEW
1,739,481$270.1B1.27%Put
14
TRVCCITIGROUP INC
2,613,664$265.3B1.25%Put
15
NXPINXP SEMICONDUCTORS N V
842,000$191.7B0.90%Put
16
ARGXARGENX SE
248,400$183.2B0.86%Put
17
KKRKKR & CO INC
1,371,572$178.2B0.84%Put
18
XBISPDR SERIES TRUST
1,662,070$166.5B0.79%Put
19
AAPLAPPLE INC
611,045$155.6B0.73%Put
20
CELHCELSIUS HLDGS INC
2,171,200$124.8B0.59%Put
21
TSLATESLA INC
254,431$113.2B0.53%Put
22
NVDANVIDIA CORPORATION
534,703$99.8B0.47%Put
23
PTCTPTC THERAPEUTICS INC
1,584,678$97.3B0.46%
24
BACBANK AMERICA CORP
1,772,426$91.4B0.43%Put
25
JPMJPMORGAN CHASE & CO.
285,759$90.1B0.43%Put
26
AMZNAMAZON COM INC
390,555$85.8B0.40%Call
27
LVLNSPDR SERIES TRUST
1,353,877$85.7B0.40%Put
28
BEBLOOM ENERGY CORP
984,550$83.3B0.39%Put
29
MAMASTERCARD INCORPORATED
141,583$80.5B0.38%Call
30
VOOVANGUARD INDEX FDS
131,135$80.3B0.38%
31
DKNGDRAFTKINGS INC NEW
2,130,565$79.7B0.38%Put
32
HBANHUNTINGTON BANCSHARES INC
4,498,975$77.7B0.37%Call
33
AHCOADAPTHEALTH CORP
8,510,100$76.2B0.36%Put
34
GDXVANECK ETF TRUST
990,600$75.7B0.36%Put
35
PRGSPROGRESS SOFTWARE CORP
1,720,016$75.6B0.36%Put
36
NEENEXTERA ENERGY INC
989,151$74.7B0.35%Put
37
HLMNHILLMAN SOLUTIONS CORP
7,979,047$73.2B0.35%
38
AVGOBROADCOM INC
217,095$71.6B0.34%Call
39
BRK/BBERKSHIRE HATHAWAY INC DEL
138,266$69.5B0.33%Call
40
PGPROCTER AND GAMBLE CO
448,040$68.8B0.32%
41
VLOVALERO ENERGY CORP
391,424$66.6B0.31%Put
42
TICACUREN CORP
5,000,000$66.5B0.31%
43
IBBISHARES TR
450,807$65.1B0.31%
44
GOOGALPHABET INC
263,088$64.1B0.30%Put
45
RSPINVESCO EXCHANGE TRADED FD T
334,056$63.4B0.30%Put
46
TSMTAIWAN SEMICONDUCTOR MFG LTD
220,970$61.7B0.29%
47
ARKKARK ETF TR
711,600$61.4B0.29%Put
48
MSFTMICROSOFT CORP
116,120$60.1B0.28%
49
HDHOME DEPOT INC
142,078$57.6B0.27%
50
ARANTERO RESOURCES CORP
1,698,677$57.0B0.27%
51
RHCRH PLC
469,765$56.3B0.27%Put
52
UNPUNION PAC CORP
232,000$54.8B0.26%
53
PTGXPROTAGONIST THERAPEUTICS INC
821,503$54.6B0.26%
54
STNGSCORPIO TANKERS INC
945,935$53.0B0.25%Put
55
XELXCEL ENERGY INC
654,992$52.8B0.25%Put
56
MIGASTRATEGY INC
163,258$52.6B0.25%
57
PYPLPAYPAL HLDGS INC
778,751$52.2B0.25%Put
58
ZIMZIM INTEGRATED SHIPPING SERV
3,824,977$51.8B0.24%Put
59
AZOAUTOZONE INC
11,993$51.5B0.24%
60
IMNMIMMUNOME INC
4,200,000$49.2B0.23%Put
61
SCHWSCHWAB CHARLES CORP
504,507$48.2B0.23%Put
62
AMGNAMGEN INC
169,967$48.0B0.23%Call
63
WFCWELLS FARGO CO NEW
570,899$47.9B0.23%Put
64
VICIVICI PPTYS INC
1,441,803$47.0B0.22%Put
65
IBITISHARES BITCOIN TRUST ETF
721,238$46.9B0.22%Put
66
NXTNEXTRACKER INC
628,739$46.5B0.22%Put
67
BILSPDR SERIES TRUST
503,538$46.2B0.22%
68
COFCAPITAL ONE FINL CORP
213,453$45.4B0.21%Put
69
URGNUROGEN PHARMA LTD
2,199,652$43.9B0.21%
70
AONAON PLC
120,648$43.0B0.20%
71
LQDISHARES TR
376,951$42.0B0.20%
72
CCCCCC INTELLIGENT SOLUTIONS HL
4,551,258$41.5B0.20%
73
NSCNORFOLK SOUTHN CORP
138,000$41.5B0.20%
74
BXBLACKSTONE INC
236,504$40.4B0.19%Put
75
LIONLIONSGATE STUDIOS CORP
5,805,850$40.1B0.19%
76
ABVXABIVAX SA
457,325$38.8B0.18%
77
SNOWSNOWFLAKE INC
169,446$38.2B0.18%
78
CLSKCLEANSPARK INC
2,620,303$38.0B0.18%Call
79
RRCRANGE RES CORP
976,626$36.8B0.17%
80
ATKRATKORE INC
582,168$36.5B0.17%
81
CXMSPRINKLR INC
4,682,000$36.1B0.17%
82
SLBSCHLUMBERGER LTD
1,041,265$35.8B0.17%Put
83
EQTEQT CORP
654,873$35.6B0.17%
84
CDTXCIDARA THERAPEUTICS INC
365,000$35.0B0.16%
85
FANGDIAMONDBACK ENERGY INC
241,493$34.6B0.16%Put
86
XLFSELECT SECTOR SPDR TR
637,614$34.3B0.16%Put
87
SPOTSPOTIFY TECHNOLOGY S A
48,505$33.9B0.16%
88
MRXMAREX GROUP PLC
1,000,000$33.6B0.16%
89
DISDISNEY WALT CO
291,546$33.4B0.16%Put
90
HPEHEWLETT PACKARD ENTERPRISE C
1,320,000$32.4B0.15%
91
XOMEXXON MOBIL CORP
285,795$32.2B0.15%Put
92
MCKMCKESSON CORP
41,293$31.9B0.15%Put
93
GELGENESIS ENERGY L P
1,848,886$30.9B0.15%
94
TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST
27,898,000$30.6B0.14%
95
IM8NINSMED INC
207,997$30.0B0.14%Put
96
WKWORKIVA INC
346,809$29.9B0.14%
97
VVISA INC
86,977$29.7B0.14%
98
BSXBOSTON SCIENTIFIC CORP
302,499$29.5B0.14%
99
JNJJOHNSON & JOHNSON
158,520$29.4B0.14%Put
100
KDPKEURIG DR PEPPER INC
1,145,922$29.2B0.14%Call
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