Jean-Marie Eveillard - First Eagle U.S. Value Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 2026 • Initial Portfolio Value: $0.02B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+59.32B
+9,999%+
Winning Positions
+73.12%
797 wins / 1090 positions
Average Gain (Winners)
$74.90M
+9,999%+ avg per position
Active Positions
403
189 losing positions
Portfolio Value Over Time
Total Positions Tracked
1090
All holdings over time
Win/Loss Ratio
4.22
797 gains / 189 losses
Active vs. Exited
403 / 688
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $173.65K | $2.59B | $2.58B | +9,999%+ |
| BDX | Becton, Dickinson and Company | Healthcare | Jun 2014 | ACTIVE | $68.93K | $2.09B | $2.09B | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Jun 2013 | ACTIVE | $57.00 | $1.81B | $1.81B | +9,999%+ |
| TSM | Taiwan Semiconductor Manufactur | Technology | Sep 2015 | ACTIVE | $10.38K | $1.79B | $1.79B | +9,999%+ |
| FMX | Fomento Economico Mexicano S.A. | Consumer Defensive | Mar 2020 | ACTIVE | $101.56K | $1.66B | $1.66B | +9,999%+ |
| ELV | Elevance Health, Inc. | Healthcare | Dec 2014 | ACTIVE | $370.28K | $1.62B | $1.62B | +9,999%+ |
| WPM | Wheaton Precious Metals Corp | Basic Materials | Jun 2017 | ACTIVE | $50.79K | $1.60B | $1.60B | +9,999%+ |
| IMO | Imperial Oil Limited | Energy | Sep 2015 | ACTIVE | $12.60K | $1.52B | $1.52B | +9,999%+ |
| SLB | Schlumberger N.V. | Energy | Jun 2013 | ACTIVE | $100.00 | $1.34B | $1.34B | +9,999%+ |
| BK | The Bank of New York Mellon Cor | Financial Services | Jun 2013 | ACTIVE | $701.85K | $1.34B | $1.34B | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.