First Eagle U.S. Value - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to June 2025 • 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)
+49.94B
+9,999%+
Winning Positions
+73.36%
716 wins / 976 positions
Average Gain (Winners)
$71.67M
+9,999%+ avg per position
Active Positions
391
179 losing positions
Portfolio Value Over Time
Total Positions Tracked
976
All holdings over time
Win/Loss Ratio
4.00
716 gains / 179 losses
Active vs. Exited
391 / 586
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 % |
|---|---|---|---|---|---|---|---|---|
| META | Meta Platforms, Inc. | Communication Services | Jun 2013 | ACTIVE | $57.00 | $2.46B | $2.46B | +9,999%+ |
| ORCL | Oracle Corporation | Technology | Jun 2013 | ACTIVE | $719.31K | $2.44B | $2.44B | +9,999%+ |
| IMO | Imperial Oil Limited | Energy | Sep 2015 | ACTIVE | $12.60K | $1.63B | $1.63B | +9,999%+ |
| WPM | Wheaton Precious Metals Corp | Basic Materials | Jun 2017 | ACTIVE | $50.79K | $1.63B | $1.62B | +9,999%+ |
| HCA | HCA Healthcare, Inc. | Healthcare | Jun 2013 | ACTIVE | $57.91K | $1.61B | $1.61B | +9,999%+ |
| TSM | Taiwan Semiconductor Manufactur | Technology | Sep 2015 | ACTIVE | $10.38K | $1.52B | $1.52B | +9,999%+ |
| BDX | Becton, Dickinson and Company | Healthcare | Jun 2014 | ACTIVE | $68.93K | $1.51B | $1.51B | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $173.65K | $1.33B | $1.33B | +9,999%+ |
| WTW | Willis Towers Watson | N/A | Mar 2016 | ACTIVE | $418.66K | $1.32B | $1.32B | +9,999%+ |
| PM | Philip Morris International Inc | Consumer Defensive | Jun 2013 | ACTIVE | $3.46K | $1.30B | $1.30B | +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.