Jean-Marie Eveillard - First Eagle U.S. Value Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 12, 2025 | |
| Total Stocks | 410 | |
| Portfolio Value | $47.41B |
Portfolio Overview
Comprehensive analysis of Jean Marie Eveillard's investment portfolio
378
Total Holdings
$47.4B
Portfolio Value
Mar 31, 2025
Latest Filing
4.3%
Largest Position
Top Holdings
1
META
META PLATFORMS INC
$2.0B
4.3%
↑+0.0%
2
ORCL
ORACLE CORP
$1.7B
3.6%
↑+0.0%
3
HCA
HCA HEALTHCARE INC
$1.6B
3.3%
↑+0.0%
4
IMO
IMPERIAL OIL LTD
$1.5B
3.2%
↓-0.0%
5
WPM
WHEATON PRECIOUS METALS CORP
$1.4B
3.0%
↓-0.0%
Recent Activity
RH
RH
-179
Jun 30, 2025
EQIX
Equinix, Inc.
-222
Jun 30, 2025
EGP
EastGroup Properties, Inc.
-547
Jun 30, 2025