Jean-Marie Eveillard March 2026 Portfolio Update: Top Holdings Shifts
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.
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 stake in Becton Dickinson & Co. (BDX), adding 1.93 million shares, representing a 19.35% increase in its portfolio allocation. He also boosted Franco Nev Corp. (FNV) by 3.02 million shares, raising its allocation by 30.26%. Conversely, he reduced his position in Wheaton Precious Metals Corp. (WPM) by 17.5%, and notably decreased his stake in Imperial Oil Ltd. (IMO) by 30.64%.
Other notable changes include a slight reduction in Alphabet Inc. (GOOG) and Meta Platforms Inc. (META), while positions in SLB Limited (SLB) and Fomento Economico Mexicano S (FMX) saw moderate increases.
For detailed analysis of each holding, please visit the investor profile https://www.insiderset.com/investor/jean-marie-eveillard-first-eagle-us-value and the individual stock pages https://www.insiderset.com/investors/stocks/GOOG, https://www.insiderset.com/investors/stocks/BDX, https://www.insiderset.com/investors/stocks/WPM, https://www.insiderset.com/investors/stocks/IMO, https://www.insiderset.com/investors/stocks/META, https://www.insiderset.com/investors/stocks/HCA, https://www.insiderset.com/investors/stocks/SLB, https://www.insiderset.com/investors/stocks/FMX, and https://www.insiderset.com/investors/stocks/TSM.