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Focused investors/First Eagle

First Eagle - First Eagle Investment Management

As of Q2 2026, First Eagle reported 424 long-equity positions worth $60.73B in aggregate.

Copy-investor backtest

Latest quarter
+5.89%
1-year
+32.23%
3-year
+73.54%
5-year
+80.93%
3-year vs S&P 500
+2.26%
5-year vs S&P 500
+8.89%
5-year top 5
+93.34%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 173 of 337 rows. Rows without a quote are marked unavailable.

1MSFTMICROSOFT CORP4.18%-36,286,262$1.68B$46.36No quote
2INTCINTEL CORP3.49%-40,329,834$1.4B$34.82No quote
3ORCLORACLE CORP3.23%-33,943,676$1.3B$38.28No quote
4CMCSKCOMCAST CORP NEW3.07%-23,127,048$1.24BNo quoteNo quote
5TVGRUPO TELEVISA SA2.74%-32,579,468$1.1BNo quoteNo quote
6BKBANK NEW YORK MELLON CORP2.67%-27,718,354$1.07B$38.73No quote
7CNQCANADIAN NAT RES LTD2.49%-25,835,687$1B$38.86No quote
8CVECENOVUS ENERGY INC2.31%-34,616,945$930.5M$26.88No quote
9CTASCINTAS CORP2.18%-12,461,573$879.66M$70.59No quote
10NOVNATIONAL OILWELL VARCO INC2.14%-11,329,924$862.21M$76.10No quote
11MMM3M CO2.11%-6,004,623$850.74M$141.68No quote
12GGGOLDCORP INC NEW1.94%-33,896,891$780.65MNo quoteNo quote
13BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701081.94%-3,773$780.63MNo quoteNo quote
14POTPOTASH CORP SASK INC1.83%-21,300,302$736.14MNo quoteNo quote
15OMCOMNICOM GROUP INC1.77%-10,359,701$713.37M$68.86No quote
16AXPAMERICAN EXPRESS CO1.72%-7,895,427$691.17M$87.54No quote
17NOCNORTHROP GRUMMAN CORP1.65%-5,033,281$663.19M$131.76No quote
18COPCONOCOPHILLIPS1.48%-7,789,701$596.07M$76.52No quote
19DVNDEVON ENERGY CORP NEW1.37%-8,112,497$553.11M$68.18No quote
20BBTBB&T CORP1.36%-14,671,439$545.92MNo quoteNo quote
21LLTCLINEAR TECHNOLOGY CORP1.35%-12,264,657$544.43MNo quoteNo quote
22TDCTERADATA CORP DEL1.34%-12,886,282$540.19M$41.92No quote
23MCDMCDONALDS CORP1.31%-5,584,472$529.46M$94.81No quote
24AEMAGNICO EAGLE MINES LTD1.30%-18,121,075$524.21M$28.93No quote
25LMTLOCKHEED MARTIN CORP1.25%-2,752,420$503.09M$182.78No quote
26USBUS BANCORP DEL1.21%-11,638,141$486.82M$41.83No quote
27WYWEYERHAEUSER CO1.17%-14,762,657$470.34M$31.86No quote
28WLPWELLPOINT INC1.16%-3,892,825$465.66MNo quoteNo quote
29CINFCINCINNATI FINL CORP1.15%-9,815,755$461.83M$47.05No quote
30MLMMARTIN MARIETTA MATLS INC1.13%-3,542,171$456.73M$128.94No quote
31GLDSPDR GOLD TRUST1.09%-3,771,322$438.27M$116.21No quote
32AUANGLOGOLD ASHANTI LTD0.96%-32,064,232$384.77M$12.00No quote
33ATKALLIANT TECHSYSTEMS INC0.93%-2,930,606$374.06MNo quoteNo quote
34PCLPLUM CREEK TIMBER CO INC0.86%-8,862,774$345.74MNo quoteNo quote
35SMGSCOTTS MIRACLE GRO CO0.82%-5,980,359$328.92M$55.00No quote
36WRBBERKLEY W R CORP0.81%-6,809,096$325.48M$47.80No quote
37CLCOLGATE PALMOLIVE CO0.78%-4,816,083$314.11M$65.22No quote
38TWXTIME WARNER INC0.78%-4,170,056$313.63MNo quoteNo quote
39APCANADARKO PETE CORP0.78%-3,090,143$313.46MNo quoteNo quote
40SYYSYSCO CORP0.77%-8,176,202$310.29M$37.95No quote
41GOLDBARRICK GOLD CORP0.77%-21,135,354$309.84MNo quoteNo quote
42GRAGRACE W R & CO DEL NEW0.76%-3,354,285$305.04MNo quoteNo quote
43KGCKINROSS GOLD CORP0.75%-91,120,418$300.7M$3.30No quote
44VMCVULCAN MATLS CO0.73%-4,873,794$293.55M$60.23No quote
45DEDEERE & CO0.72%-3,554,029$291.4M$81.99No quote
46CSCOCISCO SYS INC0.71%-11,341,500$285.47M$25.17No quote
47WSHWILLIS GROUP HOLDINGS PUBLIC0.67%-6,479,570$268.25MNo quoteNo quote
48ADPAUTOMATIC DATA PROCESSING IN0.64%-3,109,764$258.36M$83.08No quote
49GFIGOLD FIELDS LTD NEW0.61%-62,746,482$244.71M$3.90No quote
50PWEPENN WEST PETE LTD NEW0.60%-35,651,203$240.65MNo quoteNo quote
51IDAIDACORP INC0.59%-4,413,305$236.6M$53.61No quote
52VVISA INC0.56%-1,057,613$225.66M$213.37No quote
53LOWLOWES COS INC0.56%-4,264,100$225.66M$52.92No quote
54HCAHCA HOLDINGS INC0.56%-3,171,122$223.63M$70.52No quote
55YALLEGHANY CORP DEL0.54%-524,765$219.43MNo quoteNo quote
56BUDANHEUSER BUSCH INBEV SA/NV0.54%-1,968,994$218.26M$110.85No quote
57OXYOCCIDENTAL PETE CORP DEL0.53%-2,238,932$215.27M$96.15No quote
58MAMASTERCARD INC0.53%-2,907,868$214.95M$73.92No quote
59ICLISRAEL CHEMICALS LTD0.53%-29,569,294$212.76MNo quoteNo quote
60GOOGLGOOGLE INC0.50%-345,235$203.14M$588.41No quote
61WMTWAL-MART STORES INC0.50%-2,609,915$199.58M$76.47No quote
62GOOGGOOGLE INC0.49%-345,138$199.27M$577.36No quote
63DNOWNOW INC0.48%-6,393,488$194.43M$30.41No quote
64AIGAMERICAN INTL GROUP INC0.46%-3,455,061$186.64M$54.02No quote
65HRBBLOCK H & R INC0.45%-5,852,771$181.49M$31.01No quote
66ACTZZZZACTAVIS PLC0.44%-740,675$178.71MNo quoteNo quote
67JNJJOHNSON & JOHNSON0.44%-1,651,622$176.05M$106.59No quote
68JPMWSJPMORGAN CHASE & CO0.43%-8,688,791$174.73MNo quoteNo quote
69TELTE CONNECTIVITY LTD0.42%-3,084,519$170.54M$55.29No quote
70HPQHEWLETT PACKARD CO0.41%-4,682,100$166.07M$35.47No quote
71NSCNORFOLK SOUTHERN CORP0.41%-1,475,231$164.64M$111.60No quote
72MOSMOSAIC CO NEW0.39%-3,561,396$158.16M$44.41No quote
73NEMNEWMONT MINING CORP0.39%-6,849,280$157.88M$23.05No quote
74XLNXXILINX INC0.39%-3,695,117$156.49MNo quoteNo quote
75STXSEAGATE TECHNOLOGY PLC0.39%-2,715,520$155.52M$57.27No quote
76WYNWYNDHAM WORLDWIDE CORP0.39%-1,909,500$155.17MNo quoteNo quote
77EMNEASTMAN CHEM CO0.36%-1,817,900$147.05M$80.89No quote
78CMCSACOMCAST CORP NEW0.35%-2,656,975$142.89M$53.78No quote
79PBIPITNEY BOWES INC0.35%-5,684,945$142.07M$24.99No quote
80RTNRAYTHEON CO0.34%-1,355,953$137.79MNo quoteNo quote
81SEESEALED AIR CORP NEW0.34%-3,931,015$137.11M$34.88No quote
82LYBLYONDELLBASELL INDUSTRIES N0.33%-1,240,200$134.76M$108.66No quote
83VRXVALEANT PHARMACEUTICALS INTL0.33%-1,010,802$132.62MNo quoteNo quote
84RYNRAYONIER INC0.32%-4,180,914$130.19M$31.14No quote
85HDHOME DEPOT INC0.31%-1,340,189$122.95M$91.74No quote
86SNDKSANDISK CORP0.30%-1,246,100$122.06M$97.95No quote
87CARAVIS BUDGET GROUP0.30%-2,173,690$119.31MNo quoteNo quote
88BBBYQBED BATH & BEYOND INC0.29%-1,781,457$117.27MNo quoteNo quote
89MDTMEDTRONIC INC0.28%-1,790,484$110.92M$61.95No quote
90SJTSAN JUAN BASIN RTY TR0.27%-5,690,766$108.13MNo quoteNo quote
91BROBROWN & BROWN INC0.27%-3,335,075$107.22M$32.15No quote
92AOLAOL INC0.26%-2,291,975$103.02MNo quoteNo quote
93VIABVIACOM INC NEW0.25%-1,326,710$102.08MNo quoteNo quote
94AMGNAMGEN INC0.25%-714,178$100.31M$140.46No quote
95BDXBECTON DICKINSON & CO0.23%-829,770$94.44M$113.81No quote
96PSXPHILLIPS 660.23%-1,156,280$94.02M$81.31No quote
97CTRACABOT OIL & GAS CORP0.21%-2,537,673$82.96M$32.69No quote
98ZTSZOETIS INC0.20%-2,174,162$80.34M$36.95No quote
99MSIMOTOROLA SOLUTIONS INC0.19%-1,226,930$77.64M$63.28No quote
100LXKLEXMARK INTL NEW0.19%-1,815,920$77.18MNo quoteNo quote
101TEVATEVA PHARMACEUTICAL INDS LTD0.19%-1,420,580$76.36M$53.75No quote
102ROSTROSS STORES INC0.19%-998,522$75.47M$75.58No quote
103CVLTCOMMVAULT SYSTEMS INC0.18%-1,465,410$73.86M$50.40No quote
104NTAPNETAPP INC0.18%-1,702,564$73.14M$42.96No quote
105AZOAUTOZONE INC0.18%-141,050$71.89M$509.66No quote
106GOLDRANDGOLD RES LTD0.18%-1,060,168$71.66MNo quoteNo quote
107BAXBAXTER INTL INC0.18%-997,056$71.56M$71.77No quote
108DELDELTIC TIMBER CORP0.17%-1,104,602$68.84MNo quoteNo quote
109VALVALSPAR CORP0.17%-851,050$67.22M$78.99No quote
110AAGILENT TECHNOLOGIES INC0.16%-1,129,300$64.35M$56.98No quote
111MRKMERCK & CO INC NEW0.16%-1,083,826$64.25M$59.28No quote
112CCUCOMPANIA CERVECERIAS UNIDAS0.15%-2,790,929$61.48M$22.03No quote
113HTZHERTZ GLOBAL HOLDINGS INC0.15%-2,360,050$59.92M$25.39No quote
114ABTABBOTT LABS0.15%-1,426,919$59.35M$41.59No quote
115RGLDROYAL GOLD INC0.15%-912,534$59.26M$64.94No quote
116CMTLCOMTECH TELECOMMUNICATIONS C0.14%-1,494,036$55.5MNo quoteNo quote
117DALDELTA AIR LINES INC DEL0.13%-1,472,900$53.25M$36.15No quote
118TAHOTAHOE RES INC0.13%-2,609,390$53.11MNo quoteNo quote
119OCROMNICARE INC0.13%-844,500$52.58MNo quoteNo quote
120ITCITC HLDGS CORP0.13%-1,446,944$51.56MNo quoteNo quote
121PPLPPL CORP0.13%-1,550,536$50.92M$32.84No quote
122DISCADISCOVERY COMMUNICATNS NEW0.13%-1,342,021$50.73MNo quoteNo quote
123FNVFRANCO NEVADA CORP0.12%-981,333$48.17M$49.09No quote
124LRCXLAM RESEARCH CORP0.12%-644,215$48.12M$74.70No quote
125TAPMOLSON COORS BREWING CO0.12%-635,455$47.3M$74.44No quote
126DRCDRESSER-RAND GROUP INC0.12%-573,800$47.2MNo quoteNo quote
127LBTYALIBERTY GLOBAL PLC0.12%-1,103,510$46.94M$42.54No quote
128CCECOCA COLA ENTERPRISES INC NE0.11%-1,025,555$45.49MNo quoteNo quote
129EGOELDORADO GOLD CORP NEW0.11%-6,443,257$43.44M$6.74No quote
130GPKGRAPHIC PACKAGING HLDG CO0.11%-3,476,306$43.21M$12.43No quote
131PXDPIONEER NAT RES CO0.10%-211,015$41.56MNo quoteNo quote
132RSTIROFIN SINAR TECHNOLOGIES INC0.10%-1,762,702$40.65MNo quoteNo quote
133MSGMADISON SQUARE GARDEN CO0.10%-583,990$38.61MNo quoteNo quote
134NSHNUSTAR GP HOLDINGS LLC0.09%-873,250$37.99MNo quoteNo quote
135ARDMARADIGM CORP0.09%-3,854,730$36.97MNo quoteNo quote
136MYLMYLAN INC0.09%-809,603$36.83MNo quoteNo quote
137AMATAPPLIED MATLS INC0.09%-1,680,171$36.31M$21.61No quote
138DISCKDISCOVERY COMMUNICATNS NEW0.09%-949,876$35.41MNo quoteNo quote
139UTHRUNITED THERAPEUTICS CORP DEL0.08%-262,080$33.72M$128.65No quote
140HALOHALOZYME THERAPEUTICS INC0.08%-3,640,480$33.13M$9.10No quote
141NLNKNEWLINK GENETICS CORP0.08%-1,269,379$32.95MNo quoteNo quote
142NGDNEW GOLD INC CDA0.08%-6,359,731$32.2MNo quoteNo quote
143ACGALLIANCEBERNSTEIN INCOME FUN0.08%-4,189,522$31.42MNo quoteNo quote
144SPYSPDR S&P 500 ETF TR0.08%-153,770$30.3M$197.02No quote
145ECAENCANA CORP0.07%-1,369,555$29.05MNo quoteNo quote
146SEMGSEMGROUP CORP0.07%-348,580$29.03MNo quoteNo quote
147VCVISTEON CORP0.07%-291,150$28.31M$97.25No quote
148PXPRAXAIR INC0.07%-214,000$27.61MNo quoteNo quote
149CRISCURIS INC0.07%-19,568,451$27.59M$1.41No quote
150THRXTHERAVANCE INC0.07%-1,593,620$27.24MNo quoteNo quote
151IVACINTEVAC INC0.06%-3,663,459$24.44MNo quoteNo quote
152FMCF M C CORP0.05%-383,975$21.96M$57.19No quote
153KOPNKOPIN CORP0.05%-6,313,549$21.47MNo quoteNo quote
154DBCPOWERSHARES DB CMDTY IDX TRA0.05%-854,000$19.83MNo quoteNo quote
155PTIEPAIN THERAPEUTICS INC0.05%-5,050,837$19.75MNo quoteNo quote
156NSNUSTAR ENERGY LP0.05%-297,400$19.61MNo quoteNo quote
157ROCROCKWOOD HLDGS INC0.05%-245,100$18.74MNo quoteNo quote
158MASMASCO CORP0.04%-698,120$16.7M$23.92No quote
159IMSIMS HEALTH HLDGS INC0.04%-604,352$15.83MNo quoteNo quote
160DRRXDURECT CORP0.04%-10,707,142$15.74MNo quoteNo quote
161CUICUI GLOBAL INC0.04%-2,169,354$15.71MNo quoteNo quote
162LMCKLIBERTY MEDIA CORP DELAWARE0.04%-312,782$14.7MNo quoteNo quote
163XONINTREXON CORP0.04%-790,364$14.69MNo quoteNo quote
164FAFFIRST AMERN FINL CORP0.03%-429,537$11.65M$27.12No quote
165XLISELECT SECTOR SPDR TR0.03%-210,000$11.16M$53.15No quote
166AUYYAMANA GOLD INC0.03%-1,784,222$10.71MNo quoteNo quote
167AEPIAEP INDS INC0.03%-281,314$10.65MNo quoteNo quote
168TBPHTHERAVANCE BIOPHARMA INC0.03%-455,330$10.5MNo quoteNo quote
169CKHSEACOR HOLDINGS INC0.02%-121,506$9.09MNo quoteNo quote
170SPHSUBURBAN PROPANE PARTNERS L0.02%-196,250$8.74MNo quoteNo quote
171MTBM & T BK CORP0.02%-70,846$8.74M$123.30No quote
172IAGIAMGOLD CORP0.02%-2,991,219$8.28M$2.77No quote
173LBTYKLIBERTY GLOBAL PLC0.02%-196,148$8.05M$41.01No quote
174IHCINDEPENDENCE HLDG CO NEW0.02%-591,001$7.85MNo quoteNo quote
175CWEIWILLIAMS CLAYTON ENERGY INC0.02%-80,000$7.72MNo quoteNo quote
176TBFPROSHARES TR0.02%-267,925$7.43MNo quoteNo quote
177LMCADLIBERTY MEDIA CORP DELAWARE0.02%-156,391$7.38MNo quoteNo quote
178GDPGOODRICH PETE CORP0.02%-495,000$7.34MNo quoteNo quote
179MGNXMACROGENICS INC0.02%-334,285$6.99MNo quoteNo quote
180SGMOSANGAMO BIOSCIENCES INC0.02%-540,380$6.41MNo quoteNo quote
181AWFALLIANCEBERNSTEIN GBL HGH IN0.01%-440,098$5.99MNo quoteNo quote
182FDOFAMILY DLR STORES INC0.01%-75,000$5.79MNo quoteNo quote
183KRKROGER CO0.01%-111,000$5.77M$52.00No quote
184DOWDOW CHEM CO0.01%-100,000$5.24M$52.44No quote
185XRAYDENTSPLY INTL INC NEW0.01%-114,805$5.24M$45.60No quote
186PPPMFPRIMERO MNG CORP0.01%-1,071,100$5.21MNo quoteNo quote
187HMYHARMONY GOLD MNG LTD0.01%-2,054,453$4.44MNo quoteNo quote
188GERNGERON CORP0.01%-2,198,124$4.4MNo quoteNo quote
189VSTMVERASTEM INC0.01%-512,254$4.36M$8.52No quote
190PFEPFIZER INC0.01%-135,661$4.01M$29.57No quote
191THLDTHRESHOLD PHARMACEUTICAL INC0.01%-1,091,700$3.94MNo quoteNo quote
192SHPGSHIRE PLC0.01%-15,000$3.89MNo quoteNo quote
193SWSSWS GROUP INC0.01%-553,108$3.81MNo quoteNo quote
194CNQRCONCUR TECHNOLOGIES INC0.01%-30,000$3.81MNo quoteNo quote
195CYDCHINA YUCHAI INTL LTD0.01%-200,000$3.71M$18.54No quote
196MHGCMORGANS HOTEL GROUP CO0.01%-430,000$3.47MNo quoteNo quote
197MHPMCGRAW HILL FINL INC0.01%-40,000$3.38MNo quoteNo quote
198QUREUNIQURE NV0.01%-352,000$3.24M$9.21No quote
199CLDXCELLDEX THERAPEUTICS INC NEW0.01%-250,000$3.24MNo quoteNo quote
200ARQLARQULE INC0.01%-2,843,599$3.19MNo quoteNo quote
201AMPAMERIPRISE FINL INC0.01%-25,260$3.12M$123.40No quote
202LOLORILLARD INC0.01%-50,000$3MNo quoteNo quote
203JPMJPMORGAN CHASE & CO0.01%-45,943$2.77M$60.25No quote
204KBIOKALOBIOS PHARMACEUTICALS INC0.01%-1,746,591$2.71MNo quoteNo quote
205STRZASTARZ0.01%-73,355$2.43MNo quoteNo quote
206LUKLEUCADIA NATL CORP0.01%-88,000$2.1MNo quoteNo quote
207NVAXNOVAVAX INC0.01%-500,000$2.09MNo quoteNo quote
208MDCIMEDICAL ACTION INDS INC0.01%-150,000$2.07MNo quoteNo quote
209UNMUNUM GROUP0.01%-60,000$2.06M$34.38No quote
210IBMINTERNATIONAL BUSINESS MACHS0.00%-10,252$1.95M$189.82No quote
211SNYSANOFI0.00%-34,157$1.93M$56.42No quote
212EFAISHARES TR0.00%-30,000$1.92M$64.13No quote
213LMNRLIMONEIRA CO0.00%-78,197$1.85MNo quoteNo quote
214AGNALLERGAN INC0.00%-10,000$1.78MNo quoteNo quote
215MRTXMIRATI THERAPEUTICS INC0.00%-99,912$1.75MNo quoteNo quote
216ATHXATHERSYS INC0.00%-1,197,796$1.67MNo quoteNo quote
217PCYGPARK CITY GROUP INC0.00%-150,000$1.48MNo quoteNo quote
218LORLLORAL SPACE & COMMUNICATNS I0.00%-20,000$1.44MNo quoteNo quote
219KLICKULICKE & SOFFA INDS INC0.00%-100,000$1.42M$14.23No quote
220XYLXYLEM INC0.00%-39,100$1.39M$35.50No quote
221OGXIONCOGENEX PHARMACEUTICALS IN0.00%-515,512$1.38MNo quoteNo quote
222MNSTMONSTER BEVERAGE CORP0.00%-15,000$1.38M$91.67No quote
223BPYBROOKFIELD PPTY PARTNERS L P0.00%-65,000$1.37MNo quoteNo quote
224AMICAMERICAN INDEPENDENCE CORP0.00%-125,611$1.32MNo quoteNo quote
225SIRISIRIUS XM HLDGS INC0.00%-350,000$1.22M$3.49No quote
226NVSNOVARTIS A G0.00%-12,848$1.21M$94.10No quote
227PMPHILIP MORRIS INTL INC0.00%-13,800$1.15M$83.41No quote
228ELRCELECTRO RENT CORP0.00%-82,000$1.13MNo quoteNo quote
229LPDXLIPOSCIENCE INC0.00%-200,000$1.04MNo quoteNo quote
230EQCEQUITY COMWLTH0.00%-40,000$1.03MNo quoteNo quote
231SIALSIGMA ALDRICH CORP0.00%-7,500$1.02MNo quoteNo quote
232DGICADONEGAL GROUP INC0.00%-59,500$914KNo quoteNo quote
233METMETLIFE INC0.00%-16,800$902K$53.69No quote
234ATRAPTARGROUP INC0.00%-14,129$858KNo quoteNo quote
235UTXUNITED TECHNOLOGIES CORP0.00%-8,000$845KNo quoteNo quote
236FNFFIDELITY NATIONAL FINANCIAL0.00%-30,000$832K$27.73No quote
237MURMURPHY OIL CORP0.00%-14,226$810K$56.94No quote
238BMYBRISTOL MYERS SQUIBB CO0.00%-14,492$742K$51.20No quote
239AAPLAPPLE INC0.00%-7,336$739K$100.74No quote
240SPHSSOPHIRIS BIO INC0.00%-250,000$733KNo quoteNo quote
241WPZWILLIAMS PARTNERS L P0.00%-12,833$681KNo quoteNo quote
242TDSTELEPHONE & DATA SYS INC0.00%-27,500$659K$23.96No quote
243CAGCONAGRA FOODS INC0.00%-19,762$653K$33.04No quote
244XOMEXXON MOBIL CORP0.00%-6,628$623K$94.00No quote
245MOALTRIA GROUP INC0.00%-13,000$597K$45.92No quote
246LLOEWS CORP0.00%-14,000$583K$41.64No quote
247UILUIL HLDG CORP0.00%-15,998$566KNo quoteNo quote
248HCBKHUDSON CITY BANCORP0.00%-50,000$486KNo quoteNo quote
249TLOGTETRALOGIC PHARMACEUTICALS C0.00%-114,456$476KNo quoteNo quote
250KMPKINDER MORGAN ENERGY PARTNER0.00%-4,563$426KNo quoteNo quote
251LAYNLAYNE CHRISTENSEN CO0.00%-43,700$424KNo quoteNo quote
252TWCTIME WARNER CABLE INC0.00%-2,612$375KNo quoteNo quote
253RIOAFRIO ALTO MNG LTD NEW0.00%-152,499$364KNo quoteNo quote
25457061RMARKET VECTORS ETF TR0.00%-10,100$340KNo quoteNo quote
255GEGENERAL ELECTRIC CO0.00%-11,301$290K$25.66No quote
256WPGWASHINGTON PRIME GROUP INC0.00%-15,000$262KNo quoteNo quote
257SLVISHARES SILVER TRUST0.00%-15,000$245K$16.33No quote
258BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707020.00%-1,669$231KNo quoteNo quote
259PCPPRECISION CASTPARTS CORP0.00%-900$213KNo quoteNo quote
260STZCONSTELLATION BRANDS INC0.00%-2,400$209K$87.08No quote
261CTOCONSOLIDATED TOMOKA LD CO0.00%-4,000$196K$49.00No quote
262MDLZMONDELEZ INTL INC0.00%-5,536$190K$34.32No quote
263METAFACEBOOK INC0.00%-2,300$182K$79.13No quote
264MUSAMURPHY USA INC0.00%-3,181$169K$53.13No quote
265CHDCHURCH & DWIGHT INC0.00%-2,400$168K$70.00No quote
266GFNEW GERMANY FD INC0.00%-9,214$154KNo quoteNo quote
267GDXMARKET VECTORS ETF TR0.00%-6,900$147KNo quoteNo quote
268HONHONEYWELL INTL INC0.00%-1,500$140K$93.33No quote
269INVEIDENTIV INC0.00%-10,000$134KNo quoteNo quote
270COVCOVIDIEN PLC0.00%-1,500$130KNo quoteNo quote
271QVCALIBERTY INTERACTIVE CORP0.00%-4,375$125KNo quoteNo quote
272CVXCHEVRON CORP NEW0.00%-1,004$120K$119.52No quote
273ABEVAMBEV SA0.00%-17,875$117K$6.55No quote
274HRSHARRIS CORP DEL0.00%-1,600$106KNo quoteNo quote
275GCVRZSANOFI0.00%-226,402$105KNo quoteNo quote
276KRFTKRAFT FOODS GROUP INC0.00%-1,845$104KNo quoteNo quote
277AMZNAMAZON COM INC0.00%-307$99K$322.48No quote
278WFCWELLS FARGO & CO NEW0.00%-1,800$93K$51.67No quote
279SLBSCHLUMBERGER LTD0.00%-900$92K$102.22No quote
280ZBHZIMMER HLDGS INC0.00%-873$88K$100.80No quote
281XLSEXELIS INC0.00%-5,000$83KNo quoteNo quote
282ESRXEXPRESS SCRIPTS HLDG CO0.00%-1,168$82KNo quoteNo quote
283TYCTYCO INTERNATIONAL LTD0.00%-1,500$67KNo quoteNo quote
284ILMNILLUMINA INC0.00%-400$66K$165.00No quote
286OREALTY INCOME CORP0.00%-1,340$55K$41.04No quote
285EWHISHARES0.00%-1,000$55KNo quoteNo quote
287FBZFIRST TR EXCH TRD ALPHA FD I0.00%-2,915$52KNo quoteNo quote
289FOXATWENTY FIRST CENTY FOX INC0.00%-1,460$50K$34.25No quote
288JCPPENNEY J C INC0.00%-5,000$50KNo quoteNo quote
290TIMETIME INC NEW0.00%-2,060$48KNo quoteNo quote
291DKSDICKS SPORTING GOODS INC0.00%-1,000$44K$44.00No quote
293GILDGILEAD SCIENCES INC0.00%-400$43K$107.50No quote
292DDDU PONT E I DE NEMOURS & CO0.00%-600$43K$71.67No quote
294AVVIYAVIVA PLC0.00%-2,500$42KNo quoteNo quote
295ATRSANTARES PHARMA INC0.00%-20,000$37KNo quoteNo quote
297VALEVALE S A0.00%-3,098$34K$10.97No quote
296TWTRTWITTER INC0.00%-650$34KNo quoteNo quote
298FOXTWENTY FIRST CENTY FOX INC0.00%-920$31K$33.70No quote
299GSGOLDMAN SACHS GROUP INC0.00%-151$28K$185.43No quote
300ADTTHE ADT CORPORATION0.00%-750$27K$36.00No quote
301SCHWSCHWAB CHARLES CORP NEW0.00%-900$26K$28.89No quote
302PLLPALL CORP0.00%-300$25KNo quoteNo quote
304TMOTHERMO FISHER SCIENTIFIC INC0.00%-200$24K$120.00No quote
303PNRPENTAIR PLC0.00%-359$24K$66.85No quote
306VZVERIZON COMMUNICATIONS INC0.00%-431$22K$51.04No quote
305CPNCALPINE CORP0.00%-1,000$22KNo quoteNo quote
307PDLIPDL BIOPHARMA INC0.00%-2,800$21KNo quoteNo quote
309MFCMANULIFE FINL CORP0.00%-942$18K$19.11No quote
308DMLPDORCHESTER MINERALS LP0.00%-600$18KNo quoteNo quote
311MNKMALLINCKRODT PUB LTD CO0.00%-187$17KNo quoteNo quote
310LVNTALIBERTY INTERACTIVE CORP0.00%-436$17KNo quoteNo quote
313LTRPALIBERTY TRIPADVISOR HLDGS IN0.00%-436$15KNo quoteNo quote
312ETRENTERGY CORP NEW0.00%-200$15KNo quoteNo quote
315SONYSONY CORP0.00%-800$14K$17.50No quote
314CBSTZCUBIST PHARMACEUTICALS INC0.00%-131,300$14KNo quoteNo quote
317BCSPRDBARCLAYS BANK PLC0.00%-500$13KNo quoteNo quote
316BHIBAKER HUGHES INC0.00%-200$13KNo quoteNo quote
318BPBP PLC0.00%-273$12K$43.96No quote
319NUANNUANCE COMMUNICATIONS INC0.00%-700$11KNo quoteNo quote
320VODVODAFONE GROUP PLC NEW0.00%-272$9KNo quoteNo quote
321HIGHARTFORD FINL SVCS GROUP INC0.00%-200$7K$35.00No quote
322NWSANEWS CORP NEW0.00%-365$6K$16.44No quote
324VEOEYVEOLIA ENVIRONNEMENT0.00%-300$5KNo quoteNo quote
323VVXVECTRUS INC0.00%-278$5KNo quoteNo quote
328SYTSYNGENTA AG0.00%-66$4KNo quoteNo quote
327SSPRINT CORP0.00%-602$4KNo quoteNo quote
326ROVIROVI CORP0.00%-184$4KNo quoteNo quote
325NWSNEWS CORP NEW0.00%-230$4K$17.39No quote
329PBRPETROLEO BRASILEIRO SA PETRO0.00%-200$3K$15.00No quote
330BIDUBAIDU INC0.00%-10$2K$200.00No quote
332GLWCORNING INC0.00%-40$1K$25.00No quote
331AVNWAVIAT NETWORKS INC0.00%-397$1K$2.52No quote
334GSKGLAXOSMITHKLINE PLC0.00%-1$0$0.00No quote
333FTRFRONTIER COMMUNICATIONS CORP0.00%-72$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1-OMNICARE INCNOTE 3.750%12/1OTHER2,730,000$6.52M
2-HEADWATERS INCNOTE 8.750% 2/0OTHER2,000,000$2.17M
3-RAYONIER TRS HLDGS INCNOTE 4.500% 8/1OTHER250,000$335K