Jean-Marie Eveillard – First Eagle U.S. Value Options Positions & Derivatives (Jun 30, 2025)

As of Jun 30, 2025, the First Eagle U.S. Value portfolio disclosed options positions in its latest SEC 13F filing reported on Aug 06, 2025. These filings include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.

The reported options activity included 101 call contracts and 21 put contracts across companies such as iShares iBoxx $ High Yield Corp (HYG), Invesco QQQ Trust, Series 1 (QQQ), SPDR Gold Trust (GLD). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.