Jean-Marie Eveillard Portfolio Concentration: Analysis of Top Holdings in 2026
Detailed analysis of Jean-Marie Eveillard's portfolio concentration as of March 31, 2026, highlighting key holdings and sector allocation.
As of March 31, 2026, Jean-Marie Eveillard's fund, First Eagle U.S. Value, demonstrates significant portfolio concentration, with substantial allocations across specific sectors and individual stocks.
The portfolio's largest allocations are concentrated in the Energy, Healthcare, and Basic Materials sectors, reflecting a focused investment approach. Notable positions include holdings in Alphabet Inc. (GOOG), Becton Dickinson & Co. (BDX), Wheaton Precious Metals Corp. (WPM), Imperial Oil Ltd. (IMO), Meta Platforms Inc. (META), and others.
Alphabet Inc. (GOOG), operating in the Communication Services sector, holds a portfolio allocation of 2.81%. Similarly, Meta Platforms Inc. (META) also accounts for 2.42% of the fund's assets. These large-cap tech companies form significant parts of the portfolio.
In the Healthcare sector, Becton Dickinson & Co. (BDX) with a 2.48% allocation and HCA Healthcare Inc. (HCA) at 2.04% stand out. Energy allocation is prominent with both Imperial Oil Ltd. (IMO) at 2.42% and SLB Limited (SLB) at 1.93%.
The portfolio also includes exposure to materials and industrials, such as Wheaton Precious Metals Corp. (WPM) at 2.45% in Basic Materials and Fomento Economico Mexicano S (FMX) at 1.90% in Consumer Defensive.
Significant changes in holdings are evident. Becton Dickinson & Co. (BDX) saw a substantial increase of 19.35% in its share count, indicating strong confidence in this position. Conversely, Wheaton Precious Metals Corp. (WPM) experienced a significant reduction of 17.5% in holdings, while Imperial Oil Ltd. (IMO) saw a 30.64% decrease.
Other noteworthy changes include a 30.26% increase in Franco Nev Corp. (FNV) and a 3.02% increase in SLB Limited (SLB). These shifts highlight dynamic adjustments within the concentrated portfolio.
For a comprehensive view of Jean-Marie Eveillard's investment strategy and holdings, readers can visit his profile on Insiderset: https://www.insiderset.com/investor/jean-marie-eveillard-first-eagle-us-value. Detailed information on each stock, including Alphabet Inc. (GOOG) https://www.insiderset.com/investors/stocks/GOOG, Becton Dickinson & Co. (BDX) https://www.insiderset.com/investors/stocks/BDX, and others, is available on Insiderset.