Tracking Ian Cumming and Joseph Steinberg's Leucadia National Portfolio - Q4 2012 Update

The spreadsheet below show Cumming's US stock holdings as of Q4 2012. Please visit our previous updates to get an idea on how the portfolio has progressed:



 There were no changes to Leucadia's US long positions this quarter. However, the portfolio value increased by over one-third as Jefferies Group (JEF) rebounded as a result of Leucadia's offer to buyout Jefferies (JEF). The terms call for JEF common stock to be converted to 0.81 shares of LUK common stock.


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