Jean-Marie Eveillard - First Eagle U.S. Value Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 06, 2025 | |
| Total Stocks | 391 | |
| Portfolio Value | $49.97B |
Portfolio Overview
Comprehensive analysis of Jean Marie Eveillard's investment portfolio
356
Total Holdings
$50.0B
Portfolio Value
Jun 30, 2025
Latest Filing
4.9%
Largest Position
Top Holdings
1
META
META PLATFORMS INC
$2.5B
4.9%
↓-0.1%
2
ORCL
ORACLE CORP
$2.4B
4.9%
↓-0.1%
3
IMO
IMPERIAL OIL LTD
$1.6B
3.3%
↓-0.0%
4
WPM
WHEATON PRECIOUS METALS CORP
$1.6B
3.3%
↓-0.0%
5
HCA
HCA HEALTHCARE INC
$1.6B
3.2%
↓-0.1%
Recent Activity
OKE
ONEOK, Inc.
+3,545,256
Jun 30, 2025
BDX
Becton, Dickinson and Company
+3,268,478
Jun 30, 2025
IFF
International Flavors & Fragran
+2,991,405
Jun 30, 2025