Jean-Marie Eveillard March 2026 Portfolio Update: Top Holdings Shifts Revealed
Jean-Marie Eveillard's First Eagle U.S. Value fund, valued at $58.5B as of March 31, 2026, saw significant changes in its top holdings, including increases in BDX and FMX, and decreases in WPM, IMO, and TSM.
As of March 31, 2026, Jean-Marie Eveillard's First Eagle U.S. Value fund held a total portfolio value of $58.49 billion.
Eveillard significantly increased his position in Becton Dickinson & Co. (BDX), adding nearly 1.9 million shares, representing a 19.35% increase in its portfolio allocation. FMX also saw substantial growth with a 3.15% increase in shares.
Conversely, Wheaton Precious Metals Corp. (WPM) experienced a significant reduction, with a 17.5% decrease in shares and a drop in allocation. Imperial Oil Ltd. (IMO) and Taiwan Semiconductor Manufacturing Co. (TSM) also saw substantial declines, with IMO's allocation dropping notably due to a large share reduction.
META Platforms Inc. (META) and HCA Healthcare Inc. (HCA) showed moderate decreases, while SLB saw a modest increase.
Franco Nev Corp. (FNV) was added or significantly increased in the portfolio.
For detailed analysis of each holding, please visit the investor profile and individual stock pages.