Jean-Marie Eveillard - First Eagle U.S. Value 13F Activity & Position Changes (Q1 2018)
As of Mar 31, 2018, 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 2018, the filing reported:
New Buys - Chemours Company (The), Chipotle Mexican Grill, Inc., Cue Biopharma, Inc., Nutrien Ltd., T-Mobile US, Inc.
Increases - Agnico Eagle Mines Limited, Armstrong World Industries Inc, American Express Company, Ball Corporation, Brown & Brown, Inc., and 34 more
Reductions - Analog Devices, Inc., Adient, Automatic Data Processing, Inc., Air Products and Chemicals, Inc, BlackBerry Limited, and 39 more
Complete Exits - Apple Inc., Ambev S.A., Avangrid, Inc., Amazon.com, Inc., AdvanSix Inc., and 106 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 2018
|
AAPL
Apple Inc.
|
Sell - Position Exit |
-9,506
|
|
Q1 2018
|
ABEV
Ambev S.A.
|
Sell - Position Exit |
-17,875
|
|
Q1 2018
|
ADI
Analog Devices, Inc.
|
Sell |
-11,542
|
|
Q1 2018
|
ADNT
Adient
|
Sell |
-217,219
|
|
Q1 2018
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-7,960
|
|
Q1 2018
|
AEM
Agnico Eagle Mines Limited
|
Buy |
+85,091
|
|
Q1 2018
|
AGR
Avangrid, Inc.
|
Sell - Position Exit |
-55,998
|
|
Q1 2018
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-1,102
|
|
Q1 2018
|
APD
Air Products and Chemicals, Inc
|
Sell |
-464,929
|
|
Q1 2018
|
ASIX
AdvanSix Inc.
|
Sell - Position Exit |
-30
|
|
Q1 2018
|
ATR
AptarGroup, Inc.
|
Sell - Position Exit |
-14,129
|
|
Q1 2018
|
AWI
Armstrong World Industries Inc
|
Buy |
+142,645
|
|
Q1 2018
|
AXP
American Express Company
|
Buy |
+14,896
|
|
Q1 2018
|
AXTA
Axalta
|
Sell - Position Exit |
-80,742
|
|
Q1 2018
|
BABA
Alibaba Group Holding Limited
|
Sell - Position Exit |
-600
|
|
Q1 2018
|
BALL
Ball Corporation
|
Buy |
+26,367
|
|
Q1 2018
|
BAX
Baxter International Inc.
|
Sell - Position Exit |
-1,100
|
|
Q1 2018
|
BB
BlackBerry Limited
|
Sell |
-1,531,382
|
|
Q1 2018
|
BHF
Brighthouse Financial, Inc.
|
Sell - Position Exit |
-1,616
|
|
Q1 2018
|
BIDU
Baidu, Inc.
|
Sell - Position Exit |
-10
|
|
Q1 2018
|
BK
The Bank of New York Mellon Cor
|
Sell |
-498,321
|
|
Q1 2018
|
BKR
Baker Hughes Company
|
Sell - Position Exit |
-181
|
|
Q1 2018
|
BMY
Bristol-Myers Squibb Company
|
Sell - Position Exit |
-49,229
|
|
Q1 2018
|
BNS
Bank Nova Scotia Halifax Pfd 3
|
Sell - Position Exit |
-1,000
|
|
Q1 2018
|
BP
BP p.l.c.
|
Sell - Position Exit |
-273
|
|
Q1 2018
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-3
|
|
Q1 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell - Position Exit |
-1,150
|
|
Q1 2018
|
BRO
Brown & Brown, Inc.
|
Buy |
+7,014,663
|
|
Q1 2018
|
BTG
B2Gold Corp
|
Buy |
+2,000,000
|
|
Q1 2018
|
CAG
ConAgra Brands, Inc.
|
Sell - Position Exit |
-19,762
|
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