Jefferies Financial Group Inc. Q4 2017 Filing

Filed February 13, 2018

Portfolio Value

$1.3T

Holdings

130

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (130 positions)

#StockSharesValue% PortfolioType
1
HRG GROUP INC
46,600,000$789.9B60.56%
2
TWXCHFTIME WARNER INC
709,538$64.9B4.98%
3
AABAUSDALTABA INC
765,023$53.4B4.10%
4
FIESTA RESTAURANT GROUP INC
2,476,295$47.0B3.61%
5
NXPINXP SEMICONDUCTORS N V
271,967$31.8B2.44%
6
AETNA INC NEW
163,000$29.4B2.25%
7
MONSANTO CO NEW
246,403$28.8B2.21%
8
DELLDELL TECHNOLOGIES INC
353,709$28.7B2.20%
9
LM03LIBERTY MEDIA CORP DELAWARE
526,571$20.9B1.60%
10
LBRDALIBERTY BROADBAND CORP
226,786$19.3B1.48%
11
IACIEURIAC INTERACTIVECORP
139,820$17.1B1.31%
12
SNISCRIPPS NETWORKS INTERACT IN
186,200$15.9B1.22%
13
LONESTAR RES US INC
3,978,488$15.8B1.21%
14
LM05LIBERTY MEDIA CORP DELAWARE
446,071$14.6B1.12%
15
ROCKWELL COLLINS INC
80,000$10.8B0.83%
16
BHP BILLITON PLC
249,543$10.1B0.77%
17
TTDTHE TRADE DESK INC
126,900$5.8B0.44%
18
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
138,529$5.5B0.42%
19
SBLKSTAR BULK CARRIERS CORP
455,577$5.1B0.39%
20
LANDCADIA HLDGS INC
7,000,000$4.9B0.37%
21
BRK-BQUALITY CARE PPTYS INC
300,000$4.1B0.32%
22
VSTVISTRA ENERGY CORP
220,000$4.0B0.31%
23
SINA CORP
37,400$3.8B0.29%
24
WRUSDWESTAR ENERGY INC
69,106$3.6B0.28%
25
SPYSPDR S&P 500 ETF TR
12,964$3.5B0.27%
26
AXTAAXALTA COATING SYS LTD
100,000$3.2B0.25%
27
SOHUNSOHU COM INC
67,500$2.9B0.22%
28
LULULULULEMON ATHLETICA INC
35,000$2.8B0.21%
29
ILG INC
73,057$2.1B0.16%
30
MBTGBPMOBILE TELESYSTEMS PJSC
200,000$2.0B0.16%
31
BFHALLIANCE DATA SYSTEMS CORP
8,000$2.0B0.16%
32
COTT CORP QUE
110,270$1.8B0.14%
33
GREAT PLAINS ENERGY INC
55,420$1.8B0.14%
34
AG8AGILENT TECHNOLOGIES INC
24,587$1.6B0.13%
35
NEW YORK REIT INC
400,000$1.6B0.12%
36
MGMMGM RESORTS INTERNATIONAL
45,000$1.5B0.12%
37
LBRDKLIBERTY BROADBAND CORP
15,153$1.3B0.10%
38
GOGLGOLDEN OCEAN GROUP LTD
150,000$1.2B0.09%
39
TRCOTRIBUNE MEDIA CO
26,226$1.1B0.09%
40
BUNGE LIMITED
15,000$1.0B0.08%
41
EXPEAGLE MATERIALS INC
8,837$1.0B0.08%
42
ARCBARCBEST CORP
27,619$987.0M0.08%
43
HLFHERBALIFE LTD
13,889$940.0M0.07%
44
CVR REFNG LP LP
56,000$927.0M0.07%
45
KAPSTONE PAPER & PACKAGING C
40,722$924.0M0.07%
46
UPBDRENT A CTR INC NEW
81,834$908.0M0.07%
47
LCIILCI INDS
6,295$818.0M0.06%
48
KWKENNEDY-WILSON HLDGS INC
46,900$814.0M0.06%
49
KBHKB HOME
23,912$764.0M0.06%
50
NUANEURNUANCE COMMUNICATIONS INC
46,500$760.0M0.06%
51
ORBITAL ATK INC
5,303$697.0M0.05%
52
AMCAMC ENTMT HLDGS INC
42,638$644.0M0.05%
53
NSPINSPERITY INC
10,210$586.0M0.04%
54
PAHCPHIBRO ANIMAL HEALTH CORP
17,319$580.0M0.04%
55
CMPCOMPASS MINERALS INTL INC
7,930$573.0M0.04%
56
MATXMATSON INC
19,000$567.0M0.04%
57
EXPRESS SCRIPTS HLDG CO
7,597$567.0M0.04%
58
FOXATWENTY FIRST CENTY FOX INC
15,898$542.0M0.04%
59
TWENTY FIRST CENTY FOX INC
15,504$535.0M0.04%
60
US ECOLOGY INC
10,405$531.0M0.04%
61
CMCSACOMCAST CORP NEW
13,192$528.0M0.04%
62
BACVERIZON COMMUNICATIONS INC
9,731$515.0M0.04%
63
ADTNEURADTRAN INC
26,628$515.0M0.04%
64
HCAHCA HEALTHCARE INC
5,826$512.0M0.04%
65
ORLYO REILLY AUTOMOTIVE INC NEW
2,097$504.0M0.04%
66
LABORATORY CORP AMER HLDGS
3,129$499.0M0.04%
67
ABBVABBVIE INC
5,109$494.0M0.04%
68
BIIBBIOGEN INC
1,537$490.0M0.04%
69
7HPHP INC
23,087$485.0M0.04%
70
UNHUNITEDHEALTH GROUP INC
2,170$478.0M0.04%
71
ZEUSOLYMPIC STEEL INC
21,775$468.0M0.04%
72
DISHDISH NETWORK CORP
9,777$467.0M0.04%
73
WWEUSDWORLD WRESTLING ENTMT INC
13,900$425.0M0.03%
74
BJRIBJS RESTAURANTS INC
10,896$397.0M0.03%
75
TWITITAN INTL INC ILL
30,339$391.0M0.03%
76
K6BKBR INC
19,165$380.0M0.03%
77
ENGILITY HLDGS INC NEW
13,355$379.0M0.03%
78
OFGOFG BANCORP
39,528$372.0M0.03%
79
NPOENPRO INDS INC
3,948$369.0M0.03%
80
AITAPPLIED INDL TECHNOLOGIES IN
5,331$363.0M0.03%
81
ACTUANT CORP
14,292$362.0M0.03%
82
PANDORA MEDIA INC
75,000$361.0M0.03%
83
TGNATEGNA INC
25,674$361.0M0.03%
84
SPPIUSDSPECTRUM PHARMACEUTICALS INC
18,934$359.0M0.03%
85
AQUA AMERICA INC
8,975$352.0M0.03%
86
MEDMEDIFAST INC
4,975$347.0M0.03%
87
ENSENERSYS
4,935$344.0M0.03%
88
KNKNOWLES CORP
23,358$342.0M0.03%
89
CHECHEMED CORP NEW
1,386$337.0M0.03%
90
NEW MEDIA INVT GROUP INC
19,958$335.0M0.03%
91
CABOT MICROELECTRONICS CORP
3,540$333.0M0.03%
92
IEXIDEX CORP
2,515$332.0M0.03%
93
TECHBIO TECHNE CORP
2,530$328.0M0.03%
94
MONOTYPE IMAGING HOLDINGS IN
13,530$326.0M0.02%
95
GMEGAMESTOP CORP NEW
18,184$326.0M0.02%
96
CXWCORECIVIC INC
14,389$324.0M0.02%
97
SSFSENSIENT TECHNOLOGIES CORP
4,398$322.0M0.02%
98
VECTREN CORP
4,905$319.0M0.02%
99
ENSGENSIGN GROUP INC
14,049$312.0M0.02%
100
ALGTALLEGIANT TRAVEL CO
1,982$307.0M0.02%
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