Jean-Marie Eveillard - First Eagle U.S. Value 13F Activity & Position Changes (Q2 2014)
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, 2014. 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 2014, the filing reported:
New Buys - Agilent Technologies, Inc., Abbott Laboratories, Analog Devices, Inc., Applied Materials, Inc., Becton, Dickinson and Company, and 21 more
Increases - Apple Inc., Agnico Eagle Mines Limited, American Express Company, AutoZone, Inc., Baxter International Inc., and 52 more
Reductions - Automatic Data Processing, Inc., AptarGroup, Inc., ANGLOGOLD ASHANTI-SPON ADR, Bristol-Myers Squibb Company, ConAgra Brands, Inc., and 27 more
Complete Exits - PIONEER NATURAL RESOURCES CO, AGENUS INC, American Woodmark Corporation, ANSYS, Inc., Antero Resources Corporation, and 44 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 164 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2014
|
1PXD
PIONEER NATURAL RESOURCES CO
|
Sell - Position Exit |
-1,762
|
|
Q2 2014
|
A
Agilent Technologies, Inc.
|
Buy - Position Entry |
+831,224
|
|
Q2 2014
|
AAPL
Apple Inc.
|
Buy |
+6,288
|
|
Q2 2014
|
ABT
Abbott Laboratories
|
Buy - Position Entry |
+1,665,688
|
|
Q2 2014
|
ADI
Analog Devices, Inc.
|
Buy - Position Entry |
+512,499
|
|
Q2 2014
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-9,449
|
|
Q2 2014
|
AEM
Agnico Eagle Mines Limited
|
Buy |
+654,844
|
|
Q2 2014
|
AGENEUR
AGENUS INC
|
Sell - Position Exit |
-200,000
|
|
Q2 2014
|
AMAT
Applied Materials, Inc.
|
Buy - Position Entry |
+2,503,041
|
|
Q2 2014
|
AMWD
American Woodmark Corporation
|
Sell - Position Exit |
-15,000
|
|
Q2 2014
|
ANSS
ANSYS, Inc.
|
Sell - Position Exit |
-6,000
|
|
Q2 2014
|
AR
Antero Resources Corporation
|
Sell - Position Exit |
-3,045
|
|
Q2 2014
|
ATI
ATI Inc.
|
Sell - Position Exit |
-7,500
|
|
Q2 2014
|
ATR
AptarGroup, Inc.
|
Sell |
-1,490
|
|
Q2 2014
|
AU3EUR
ANGLOGOLD ASHANTI-SPON ADR
|
Sell |
-755,532
|
|
Q2 2014
|
AXP
American Express Company
|
Buy |
+39,063
|
|
Q2 2014
|
AZO
AutoZone, Inc.
|
Buy |
+2,800
|
|
Q2 2014
|
BAX
Baxter International Inc.
|
Buy |
+999,596
|
|
Q2 2014
|
BBG1GBP
BILL BARRETT CORP
|
Sell - Position Exit |
-4,215
|
|
Q2 2014
|
BDX
Becton, Dickinson and Company
|
Buy - Position Entry |
+582,656
|
|
Q2 2014
|
BK
The Bank of New York Mellon Cor
|
Buy |
+152,806
|
|
Q2 2014
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-2,028
|
|
Q2 2014
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+29
|
|
Q2 2014
|
BRO
Brown & Brown, Inc.
|
Buy - Position Entry |
+1,852,470
|
|
Q2 2014
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Buy |
+414,955
|
|
Q2 2014
|
CAG
ConAgra Brands, Inc.
|
Sell |
-1,986
|
|
Q2 2014
|
CCU
Compania Cervecerias Unidas, S.
|
Buy - Position Entry |
+989,028
|
|
Q2 2014
|
CINF
Cincinnati Financial Corporatio
|
Buy |
+53,591
|
|
Q2 2014
|
CL
Colgate-Palmolive Company
|
Buy |
+34,601
|
|
Q2 2014
|
CMCSA
Comcast Corporation
|
Sell |
-293,225
|