Jean-Marie Eveillard - First Eagle U.S. Value 13F Activity & Position Changes (Q2 2013)
According to the SEC 13F filed on Nov 10, 2026, the First Eagle U.S. Value portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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 Q2 2013, the filing reported:
New Buys - Agilent Technologies, Inc., Apple Inc., Archer-Daniels-Midland Company, Automatic Data Processing, Inc., Agnico Eagle Mines Limited, and 172 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 177 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
A
Agilent Technologies, Inc.
|
Buy - Position Entry |
+316,751
|
|
Q2 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+948
|
|
Q2 2013
|
ADM
Archer-Daniels-Midland Company
|
Buy - Position Entry |
+15,500
|
|
Q2 2013
|
ADP
Automatic Data Processing, Inc.
|
Buy - Position Entry |
+3,295,176
|
|
Q2 2013
|
AEM
Agnico Eagle Mines Limited
|
Buy - Position Entry |
+18,154,432
|
|
Q2 2013
|
AIG
American International Group, I
|
Buy - Position Entry |
+765,071
|
|
Q2 2013
|
AMP
Ameriprise Financial, Inc.
|
Buy - Position Entry |
+25,260
|
|
Q2 2013
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+307
|
|
Q2 2013
|
ANSS
ANSYS, Inc.
|
Buy - Position Entry |
+6,000
|
|
Q2 2013
|
APH
Amphenol Corporation
|
Buy - Position Entry |
+462,951
|
|
Q2 2013
|
ATR
AptarGroup, Inc.
|
Buy - Position Entry |
+15,619
|
|
Q2 2013
|
AU3EUR
ANGLOGOLD ASHANTI-SPON ADR
|
Buy - Position Entry |
+26,926,608
|
|
Q2 2013
|
AXP
American Express Company
|
Buy - Position Entry |
+10,024,245
|
|
Q2 2013
|
BA
Boeing Company (The)
|
Buy - Position Entry |
+480,488
|
|
Q2 2013
|
BALL
Ball Corporation
|
Buy - Position Entry |
+1,400,660
|
|
Q2 2013
|
BAX
Baxter International Inc.
|
Buy - Position Entry |
+2,021,612
|
|
Q2 2013
|
BIDU
Baidu, Inc.
|
Buy - Position Entry |
+10
|
|
Q2 2013
|
BK
The Bank of New York Mellon Cor
|
Buy - Position Entry |
+25,021,390
|
|
Q2 2013
|
BMY
Bristol-Myers Squibb Company
|
Buy - Position Entry |
+66,520
|
|
Q2 2013
|
BP
BP p.l.c.
|
Buy - Position Entry |
+267
|
|
Q2 2013
|
BRK-A
Berkshire Hathaway Inc.
|
Buy - Position Entry |
+3,789
|
|
Q2 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+1,119,500
|
|
Q2 2013
|
CAG
ConAgra Brands, Inc.
|
Buy - Position Entry |
+21,748
|
|
Q2 2013
|
CAR
Avis Budget Group, Inc.
|
Buy - Position Entry |
+963,700
|
|
Q2 2013
|
CCK
Crown Holdings, Inc.
|
Buy - Position Entry |
+1,321,270
|
|
Q2 2013
|
CHD
Church & Dwight Company, Inc.
|
Buy - Position Entry |
+2,400
|
|
Q2 2013
|
CINF
Cincinnati Financial Corporatio
|
Buy - Position Entry |
+9,626,532
|
|
Q2 2013
|
CL
Colgate-Palmolive Company
|
Buy - Position Entry |
+4,511,418
|
|
Q2 2013
|
CMCSA
Comcast Corporation
|
Buy - Position Entry |
+20,000
|
|
Q2 2013
|
CNQ
Canadian Natural Resources Limi
|
Buy - Position Entry |
+26,377,200
|