Jean-Marie Eveillard - First Eagle U.S. Value 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2013, the filing reported:
New Buys - PIONEER NATURAL RESOURCES CO, BILL BARRETT CORP, Vanguard Total Bond Market ETF, Coterra Energy Inc., EOG Resources, Inc., and 18 more
Increases - Automatic Data Processing, Inc., Agnico Eagle Mines Limited, ANGLOGOLD ASHANTI-SPON ADR, American Express Company, The Bank of New York Mellon Cor, and 57 more
Reductions - Archer-Daniels-Midland Company, Boeing Company (The), Baxter International Inc., Bristol-Myers Squibb Company, Berkshire Hathaway Inc. New, and 20 more
Complete Exits - Agilent Technologies, Inc., American International Group, I, Amphenol Corporation, DCP MIDSTREAM LP, DISH NETWORK CORP-A, and 12 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 127 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2013
|
1PXD
PIONEER NATURAL RESOURCES CO
|
Buy - Position Entry |
+665
|
|
Q3 2013
|
A
Agilent Technologies, Inc.
|
Sell - Position Exit |
-316,751
|
|
Q3 2013
|
ADM
Archer-Daniels-Midland Company
|
Sell |
-13,000
|
|
Q3 2013
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+39,694
|
|
Q3 2013
|
AEM
Agnico Eagle Mines Limited
|
Buy |
+598,346
|
|
Q3 2013
|
AIG
American International Group, I
|
Sell - Position Exit |
-765,071
|
|
Q3 2013
|
APH
Amphenol Corporation
|
Sell - Position Exit |
-462,951
|
|
Q3 2013
|
AU3EUR
ANGLOGOLD ASHANTI-SPON ADR
|
Buy |
+5,622,892
|
|
Q3 2013
|
AXP
American Express Company
|
Buy |
+143,880
|
|
Q3 2013
|
BA
Boeing Company (The)
|
Sell |
-480,288
|
|
Q3 2013
|
BAX
Baxter International Inc.
|
Sell |
-671,526
|
|
Q3 2013
|
BBG1GBP
BILL BARRETT CORP
|
Buy - Position Entry |
+3,960
|
|
Q3 2013
|
BK
The Bank of New York Mellon Cor
|
Buy |
+357,653
|
|
Q3 2013
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-50,000
|
|
Q3 2013
|
BND
Vanguard Total Bond Market ETF
|
Buy - Position Entry |
+100,625
|
|
Q3 2013
|
BP
BP p.l.c.
|
Buy |
+3
|
|
Q3 2013
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+26
|
|
Q3 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,117,831
|
|
Q3 2013
|
CAR
Avis Budget Group, Inc.
|
Buy |
+1,235,890
|
|
Q3 2013
|
CCK
Crown Holdings, Inc.
|
Sell |
-113,000
|
|
Q3 2013
|
CINF
Cincinnati Financial Corporatio
|
Buy |
+56,034
|
|
Q3 2013
|
CL
Colgate-Palmolive Company
|
Buy |
+101,684
|
|
Q3 2013
|
CMCSA
Comcast Corporation
|
Buy |
+5,149,283
|
|
Q3 2013
|
CNQ
Canadian Natural Resources Limi
|
Buy |
+715,098
|
|
Q3 2013
|
COP
ConocoPhillips
|
Buy |
+107,826
|
|
Q3 2013
|
CORT
Corcept Therapeutics Incorporat
|
Sell |
-40,788
|
|
Q3 2013
|
CSCO
Cisco Systems, Inc.
|
Sell |
-3,868,394
|
|
Q3 2013
|
CTAS
Cintas Corporation
|
Buy |
+53,042
|
|
Q3 2013
|
CTRA
Coterra Energy Inc.
|
Buy - Position Entry |
+3,420
|
|
Q3 2013
|
CVE
Cenovus Energy Inc
|
Buy |
+1,018,190
|