Jean-Marie Eveillard - First Eagle U.S. Value 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, 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 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 163 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.
| 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
|
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
|
|
Q2 2013
|
COP
ConocoPhillips
|
Buy - Position Entry |
+9,109,903
|
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