Jean-Marie Eveillard - First Eagle U.S. Value 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the First Eagle U.S. Value portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 12, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - Ally Financial Inc., Ameriprise Financial, Inc., C.H. Robinson Worldwide, Inc., CSX Corporation, TechnipFMC, and 7 more
Increases - Analog Devices, Inc., Adient, Automatic Data Processing, Inc., Agnico Eagle Mines Limited, Air Products and Chemicals, Inc, and 61 more
Reductions - American International Group, I, Albemarle Corporation, Amphenol Corporation, Axalta, The Bank of New York Mellon Cor, and 36 more
Complete Exits - Biogen Inc., Dorchester Minerals, L.P., Entergy Corporation, Graphic Packaging Holding Compa, W.W. Grainger, Inc., and 5 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
ADI
Analog Devices, Inc.
|
Buy |
+2,987,637
|
|
Q1 2017
|
ADNT
Adient
|
Buy |
+252,548
|
|
Q1 2017
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+47,447
|
|
Q1 2017
|
AEM
Agnico Eagle Mines Limited
|
Buy |
+366,739
|
|
Q1 2017
|
AIG
American International Group, I
|
Sell |
-2,309,872
|
|
Q1 2017
|
ALB
Albemarle Corporation
|
Sell |
-145,700
|
|
Q1 2017
|
ALLY
Ally Financial Inc.
|
Buy - Position Entry |
+1,581,707
|
|
Q1 2017
|
AMP
Ameriprise Financial, Inc.
|
Buy - Position Entry |
+10,662
|
|
Q1 2017
|
APD
Air Products and Chemicals, Inc
|
Buy |
+1,268,305
|
|
Q1 2017
|
APH
Amphenol Corporation
|
Sell |
-361,078
|
|
Q1 2017
|
ATI
ATI Inc.
|
Buy |
+1,064,305
|
|
Q1 2017
|
AWI
Armstrong World Industries Inc
|
Buy |
+29,215
|
|
Q1 2017
|
AXP
American Express Company
|
Buy |
+305,651
|
|
Q1 2017
|
AXTA
Axalta
|
Sell |
-1,037,285
|
|
Q1 2017
|
BB
BlackBerry Limited
|
Buy |
+2,022,000
|
|
Q1 2017
|
BIIB
Biogen Inc.
|
Sell - Position Exit |
-257,025
|
|
Q1 2017
|
BK
The Bank of New York Mellon Cor
|
Sell |
-2,241,278
|
|
Q1 2017
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+32
|
|
Q1 2017
|
BRO
Brown & Brown, Inc.
|
Buy |
+200,897
|
|
Q1 2017
|
CASY
Caseys General Stores, Inc.
|
Buy |
+204,677
|
|
Q1 2017
|
CCU
Compania Cervecerias Unidas, S.
|
Buy |
+268,886
|
|
Q1 2017
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Buy - Position Entry |
+51,900
|
|
Q1 2017
|
CINF
Cincinnati Financial Corporatio
|
Buy |
+4,666
|
|
Q1 2017
|
CL
Colgate-Palmolive Company
|
Buy |
+122,983
|
|
Q1 2017
|
CMCSA
Comcast Corporation
|
Buy |
+12,625,830
|
|
Q1 2017
|
CMI
Cummins Inc.
|
Buy |
+29,869
|
|
Q1 2017
|
CNQ
Canadian Natural Resources Limi
|
Buy |
+143,265
|
|
Q1 2017
|
COP
ConocoPhillips
|
Buy |
+1,744,860
|
|
Q1 2017
|
CSX
CSX Corporation
|
Buy - Position Entry |
+768,352
|
|
Q1 2017
|
CTAS
Cintas Corporation
|
Sell |
-508,409
|
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