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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 373 rows. Rows without a quote are marked unavailable.

1MSFTMICROSOFT CORP4.09%Reduce -0.2%36,228,679$1.68B$46.45No quote
2ORCLORACLE CORP3.72%Add +0.2%34,008,778$1.53B$44.97No quote
3CMCSKCOMCAST CORP NEW3.31%Add +2.4%23,690,277$1.36BNo quoteNo quote
4INTCINTEL CORP3.21%Reduce -9.6%36,442,393$1.32B$36.29No quote
5BKBANK NEW YORK MELLON CORP2.74%Add +0.1%27,760,645$1.13B$40.57No quote
6TVGRUPO TELEVISA SA2.70%Add +0.0%32,589,757$1.11BNo quoteNo quote
7MMM3M CO2.39%Reduce -0.4%5,978,527$982.39M$164.32No quote
8NOCNORTHROP GRUMMAN CORP2.19%Add +21.4%6,109,074$900.42M$147.39No quote
9NOVNATIONAL OILWELL VARCO INC2.16%Add +19.5%13,540,058$887.28M$65.53No quote
10OMCOMNICOM GROUP INC1.99%Add +1.9%10,557,093$817.86M$77.47No quote
11CNQCANADIAN NAT RES LTD1.94%Add +0.1%25,853,898$799.13M$30.91No quote
12BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701081.93%Reduce -6.7%3,521$795.75MNo quoteNo quote
13CVECENOVUS ENERGY INC1.86%Add +7.5%37,202,883$767.12M$20.62No quote
14POTPOTASH CORP SASK INC1.83%Add +0.2%21,342,816$753.83MNo quoteNo quote
15CTASCINTAS CORP1.83%Reduce -23.1%9,576,811$751.21M$78.44No quote
16AXPAMERICAN EXPRESS CO1.79%Add +0.3%7,918,243$736.71M$93.04No quote
17GGGOLDCORP INC NEW1.75%Add +14.7%38,889,207$720.23MNo quoteNo quote
18COPCONOCOPHILLIPS1.51%Add +15.2%8,970,151$619.48M$69.06No quote
19BBTBB&T CORP1.39%Add +0.2%14,700,463$571.7MNo quoteNo quote
20TDCTERADATA CORP DEL1.37%Add +0.3%12,921,103$564.39M$43.68No quote
21LLTCLINEAR TECHNOLOGY CORP1.36%Add +0.0%12,269,735$559.5MNo quoteNo quote
22MCDMCDONALDS CORP1.35%Add +6.0%5,922,438$554.93M$93.70No quote
23WYWEYERHAEUSER CO1.29%Add +0.3%14,808,163$531.47M$35.89No quote
24USBUS BANCORP DEL1.27%Add +0.1%11,650,376$523.68M$44.95No quote
25LMTLOCKHEED MARTIN CORP1.27%Reduce -1.3%2,717,382$523.29M$192.57No quote
26CINFCINCINNATI FINL CORP1.23%Reduce -0.8%9,738,200$504.73M$51.83No quote
27DVNDEVON ENERGY CORP NEW1.22%Add +1.1%8,200,552$501.96M$61.21No quote
28PCLPLUM CREEK TIMBER CO INC1.11%Add +20.7%10,694,148$457.6MNo quoteNo quote
29AEMAGNICO EAGLE MINES LTD1.08%Reduce -1.8%17,790,673$442.74M$24.89No quote
30GLDSPDR GOLD TRUST1.04%Reduce -0.0%3,769,699$428.16M$113.58No quote
31LBTYKLIBERTY GLOBAL PLC1.01%Add +4283.6%8,598,290$415.38M$48.31No quote
32DEDEERE & CO0.98%Add +27.7%4,538,466$401.52M$88.47No quote
33MLMMARTIN MARIETTA MATLS INC0.94%Reduce -1.4%3,492,792$385.33M$110.32No quote
34WSHWILLIS GROUP HOLDINGS PUBLIC0.91%Add +29.4%8,386,374$375.79MNo quoteNo quote
35SMGSCOTTS MIRACLE GRO CO0.91%Reduce -0.1%5,977,243$372.5M$62.32No quote
36ELVANTHEM INC0.90%New2,946,473$370.28M$125.67No quote
37WRBBERKLEY W R CORP0.85%Add +0.1%6,818,496$349.52M$51.26No quote
38ATKALLIANT TECHSYSTEMS INC0.83%Add +0.5%2,944,518$342.3MNo quoteNo quote
39TWXTIME WARNER INC0.82%Reduce -5.0%3,962,208$338.45MNo quoteNo quote
40XLNXXILINX INC0.82%Add +111.5%7,814,332$338.28MNo quoteNo quote
41CLCOLGATE PALMOLIVE CO0.81%Add +0.3%4,832,553$334.36M$69.19No quote
42ACTZZZZACTAVIS PLC0.74%Add +58.9%1,176,642$302.9MNo quoteNo quote
43VMCVULCAN MATLS CO0.73%Reduce -5.6%4,601,273$302.44M$65.73No quote
44IDAIDACORP INC0.71%Reduce -0.1%4,410,547$291.93M$66.19No quote
45GFIGOLD FIELDS LTD NEW0.69%Add +0.0%62,756,265$284.29M$4.53No quote
46VVISA INC0.67%Add +0.0%1,057,883$277.38M$262.20No quote
47TELTE CONNECTIVITY LTD0.67%Add +41.8%4,373,844$276.65M$63.25No quote
48AUANGLOGOLD ASHANTI LTD0.67%Reduce -1.0%31,746,875$276.2M$8.70No quote
49AIGAMERICAN INTL GROUP INC0.65%Add +38.0%4,766,709$266.98M$56.01No quote
50ADPAUTOMATIC DATA PROCESSING IN0.62%Reduce -1.1%3,074,762$256.34M$83.37No quote
51MAMASTERCARD INC0.61%Add +0.0%2,908,095$250.56M$86.16No quote
52YALLEGHANY CORP DEL0.59%Add +0.1%525,558$243.6MNo quoteNo quote
53PPGPPG INDS INC0.58%New1,028,349$237.7M$231.15No quote
54UNPUNION PAC CORP0.58%New1,989,936$237.06M$119.13No quote
55LOWLOWES COS INC0.56%Reduce -21.2%3,360,683$231.22M$68.80No quote
56GOLDBARRICK GOLD CORP0.55%Add +0.2%21,176,857$227.65MNo quoteNo quote
57WMTWAL-MART STORES INC0.55%Add +0.3%2,618,633$224.89M$85.88No quote
58RTNRAYTHEON CO0.54%Add +50.7%2,043,424$221.04MNo quoteNo quote
59DNOWNOW INC0.54%Add +34.3%8,583,603$220.86M$25.73No quote
60SNDKSANDISK CORP0.53%Add +79.0%2,230,591$218.55M$97.98No quote
61ICLISRAEL CHEMICALS LTD0.52%Reduce -0.1%29,553,619$214.37MNo quoteNo quote
62GRAGRACE W R & CO DEL NEW0.51%Reduce -34.4%2,199,881$209.85MNo quoteNo quote
63HPQHEWLETT PACKARD CO0.49%Add +7.6%5,040,000$202.26M$40.13No quote
64HRBBLOCK H & R INC0.48%Add +0.3%5,870,226$197.71M$33.68No quote
65PKGPACKAGING CORP AMER0.46%New2,429,031$189.59M$78.05No quote
66KGCKINROSS GOLD CORP0.46%Reduce -26.8%66,736,935$188.2M$2.82No quote
67SEESEALED AIR CORP NEW0.45%Add +11.7%4,390,985$186.31M$42.43No quote
68STXSEAGATE TECHNOLOGY PLC0.45%Add +3.1%2,799,820$186.19M$66.50No quote
69GOOGLGOOGLE INC0.45%Add +0.1%345,724$183.46M$530.66No quote
70GOOGGOOGLE INC0.44%Add +0.2%345,728$181.99M$526.40No quote
71JPMWSJPMORGAN CHASE & CO0.44%-8,688,791$180.73MNo quoteNo quote
72VRXVALEANT PHARMACEUTICALS INTL0.41%Add +17.9%1,191,832$170.56MNo quoteNo quote
73JNJJOHNSON & JOHNSON0.41%Reduce -2.1%1,616,927$169.08M$104.57No quote
74PFEPFIZER INC0.40%Add +3786.8%5,272,943$164.25M$31.15No quote
75PBIPITNEY BOWES INC0.38%Add +12.9%6,421,045$156.48M$24.37No quote
76WYNWYNDHAM WORLDWIDE CORP0.37%Reduce -6.3%1,789,570$153.47MNo quoteNo quote
77EMNEASTMAN CHEM CO0.35%Add +5.6%1,919,400$145.61M$75.86No quote
78TEVATEVA PHARMACEUTICAL INDS LTD0.34%Add +72.3%2,448,310$140.8M$57.51No quote
79BBBYQBED BATH & BEYOND INC0.33%Add +0.1%1,782,618$135.78MNo quoteNo quote
80AGNALLERGAN INC0.33%Add +6244.8%634,476$134.88MNo quoteNo quote
81MOSMOSAIC CO NEW0.31%Reduce -21.2%2,806,420$128.11M$45.65No quote
82GILDGILEAD SCIENCES INC0.30%Add +328972.0%1,316,288$124.65M$94.69No quote
83SYYSYSCO CORP0.30%Reduce -62.6%3,060,746$121.48M$39.69No quote
84LYBLYONDELLBASELL INDUSTRIES N0.28%Add +15.2%1,428,100$113.38M$79.39No quote
85GPKGRAPHIC PACKAGING HLDG CO0.27%Add +136.3%8,214,259$111.88M$13.62No quote
86BROBROWN & BROWN INC0.27%Add +0.4%3,347,384$110.16M$32.91No quote
87CARAVIS BUDGET GROUP0.26%Reduce -25.5%1,618,687$107.37MNo quoteNo quote
88AOLAOL INC0.26%-2,291,975$105.82MNo quoteNo quote
89HCAHCA HOLDINGS INC0.25%Reduce -55.4%1,415,378$103.88M$73.39No quote
90AMGNAMGEN INC0.25%Reduce -8.7%651,855$103.83M$159.29No quote
91ROSTROSS STORES INC0.23%Add +0.3%1,001,008$94.36M$94.26No quote
92DALDELTA AIR LINES INC DEL0.23%Add +29.6%1,908,890$93.9M$49.19No quote
93BDXBECTON DICKINSON & CO0.23%Reduce -19.4%668,683$93.05M$139.16No quote
94CMCSACOMCAST CORP NEW0.22%Reduce -41.0%1,568,802$91.01M$58.01No quote
95PSXPHILLIPS 660.22%Add +7.8%1,246,280$89.36M$71.70No quote
96MDTMEDTRONIC INC0.22%Reduce -30.9%1,236,314$89.26M$72.20No quote
97LXKLEXMARK INTL NEW0.21%Add +16.4%2,113,520$87.23MNo quoteNo quote
98NEMNEWMONT MINING CORP0.21%Reduce -33.5%4,551,116$86.02M$18.90No quote
99CCUCOMPANIA CERVECERIAS UNIDAS0.21%Add +66.0%4,634,395$85.97M$18.55No quote
100CVLTCOMMVAULT SYSTEMS INC0.20%Add +11.4%1,632,057$84.36M$51.69No quote
101SJTSAN JUAN BASIN RTY TR0.20%Reduce -0.1%5,686,703$81.04MNo quoteNo quote
102MASMASCO CORP0.19%Add +347.1%3,120,940$78.65M$25.20No quote
103DFSDISCOVER FINL SVCS0.19%New1,189,993$77.93MNo quoteNo quote
104AZOAUTOZONE INC0.19%Reduce -11.0%125,550$77.73M$619.11No quote
105DELDELTIC TIMBER CORP0.18%Reduce -0.0%1,104,224$75.53MNo quoteNo quote
106HDHOME DEPOT INC0.18%Reduce -46.5%717,445$75.31M$104.97No quote
107VALVALSPAR CORP0.18%-851,050$73.6M$86.48No quote
108MSIMOTOROLA SOLUTIONS INC0.17%Reduce -13.8%1,057,570$70.94M$67.08No quote
109ITCITC HLDGS CORP0.17%Add +21.2%1,754,080$70.92MNo quoteNo quote
110NLNKNEWLINK GENETICS CORP0.16%Add +11.8%1,418,761$67.18MNo quoteNo quote
111UNHUNITEDHEALTH GROUP INC0.16%New663,058$67.03M$101.09No quote
112ABBVABBVIE INC0.16%New1,016,097$66.49M$65.44No quote
113RGLDROYAL GOLD INC0.16%Add +15.1%1,050,637$65.88M$62.70No quote
114HUMHUMANA INC0.16%New453,653$65.16M$143.63No quote
115GOLDRANDGOLD RES LTD0.15%Reduce -12.7%925,168$62.37MNo quoteNo quote
116OCROMNICARE INC0.15%-844,500$61.59MNo quoteNo quote
117HTZHERTZ GLOBAL HOLDINGS INC0.14%-2,360,050$58.86M$24.94No quote
118ABTABBOTT LABS0.14%Reduce -12.3%1,250,956$56.32M$45.02No quote
119LBTYALIBERTY GLOBAL PLC0.13%-1,103,510$55.4M$50.21No quote
120PWEPENN WEST PETE LTD NEW0.13%Reduce -25.5%26,572,950$55.27MNo quoteNo quote
121ALTRALTERA CORP0.13%New1,461,334$53.98MNo quoteNo quote
122CMTLCOMTECH TELECOMMUNICATIONS C0.13%Add +14.4%1,708,698$53.86MNo quoteNo quote
123MUMICRON TECHNOLOGY INC0.13%New1,519,000$53.18M$35.01No quote
124OXYOCCIDENTAL PETE CORP DEL0.12%Reduce -71.7%633,722$51.08M$80.61No quote
125BAXBAXTER INTL INC0.12%Reduce -32.1%676,637$49.59M$73.29No quote
126FNVFRANCO NEVADA CORP0.12%Add +1.9%1,000,353$49.25M$49.23No quote
127MSGMADISON SQUARE GARDEN CO0.12%Add +10.0%642,540$48.36MNo quoteNo quote
128MYLMYLAN INC0.12%Add +4.0%841,779$47.45MNo quoteNo quote
129UTHRUNITED THERAPEUTICS CORP DEL0.11%Add +37.4%360,180$46.64M$129.49No quote
130VIABVIACOM INC NEW0.11%Reduce -53.3%619,030$46.58MNo quoteNo quote
131AMATAPPLIED MATLS INC0.10%Add +2.0%1,713,778$42.71M$24.92No quote
132CCECOCA COLA ENTERPRISES INC NE0.10%Reduce -6.7%957,084$42.32MNo quoteNo quote
133EGOELDORADO GOLD CORP NEW0.10%-6,443,257$39.26M$6.09No quote
134HALOHALOZYME THERAPEUTICS INC0.09%Add +9.6%3,990,480$38.51M$9.65No quote
135TAHOTAHOE RES INC0.09%-2,609,390$36.26MNo quoteNo quote
136VCVISTEON CORP0.09%Add +14.8%334,180$35.71M$106.86No quote
137ZTSZOETIS INC0.09%Reduce -62.3%820,467$35.31M$43.03No quote
138SPYSPDR S&P 500 ETF TR0.08%-153,770$31.6M$205.50No quote
139ACGALLIANCEBERNSTEIN INCOME FUN0.08%Add +0.6%4,213,066$31.47MNo quoteNo quote
140RSTIROFIN SINAR TECHNOLOGIES INC0.07%Reduce -39.6%1,063,901$30.61MNo quoteNo quote
141CRISCURIS INC0.07%Add +4.1%20,372,372$30.56M$1.50No quote
142ARDMARADIGM CORP0.07%-3,854,730$29.37MNo quoteNo quote
143IVACINTEVAC INC0.07%Add +1.1%3,705,186$28.79MNo quoteNo quote
144PXPRAXAIR INC0.07%-214,000$27.73MNo quoteNo quote
145NGDNEW GOLD INC CDA0.07%-6,359,731$27.25MNo quoteNo quote
146KOPNKOPIN CORP0.06%-6,313,549$22.86MNo quoteNo quote
147THRXTHERAVANCE INC0.05%-1,593,620$22.55MNo quoteNo quote
148XONINTREXON CORP0.05%Reduce -0.1%789,864$21.75MNo quoteNo quote
149LAMRLAMAR ADVERTISING CO NEW0.05%New393,299$21.1M$53.64No quote
150ECAENCANA CORP0.05%Reduce -0.5%1,362,327$18.9MNo quoteNo quote
151SHPGSHIRE PLC0.04%Add +453.2%82,986$17.64MNo quoteNo quote
152NSNUSTAR ENERGY LP0.04%-297,400$17.18MNo quoteNo quote
153CUICUI GLOBAL INC0.04%Add +5.2%2,281,242$17MNo quoteNo quote
154XRAYDENTSPLY INTL INC NEW0.04%Add +174.4%315,056$16.78M$53.27No quote
155AEPIAEP INDS INC0.04%-281,314$16.36MNo quoteNo quote
156DBCPOWERSHARES DB CMDTY IDX TRA0.04%-854,000$15.76MNo quoteNo quote
157FAFFIRST AMERN FINL CORP0.04%Reduce -0.0%429,481$14.56M$33.90No quote
158MGNXMACROGENICS INC0.03%Add +1.5%339,285$11.9MNo quoteNo quote
159XLISELECT SECTOR SPDR TR0.03%-210,000$11.88M$56.57No quote
160PTIEPAIN THERAPEUTICS INC0.03%Add +12.6%5,684,510$11.54MNo quoteNo quote
161LMCKLIBERTY MEDIA CORP DELAWARE0.03%-312,782$10.96MNo quoteNo quote
162AWFALLIANCEBERNSTEIN GBL HGH IN0.03%Add +100.1%880,833$10.95MNo quoteNo quote
163NSHNUSTAR GP HOLDINGS LLC0.03%Reduce -63.7%316,638$10.9MNo quoteNo quote
164CLDXCELLDEX THERAPEUTICS INC NEW0.02%Add +123.8%559,542$10.21MNo quoteNo quote
165SGMOSANGAMO BIOSCIENCES INC0.02%Add +4.3%563,797$9.81MNo quoteNo quote
166CKHSEACOR HOLDINGS INC0.02%-121,506$8.97MNo quoteNo quote
167SPHSUBURBAN PROPANE PARTNERS L0.02%-196,250$8.48MNo quoteNo quote
168DRRXDURECT CORP0.02%-10,707,142$8.45MNo quoteNo quote
169MTBM & T BK CORP0.02%Reduce -7.1%65,832$8.27M$125.62No quote
170IHCINDEPENDENCE HLDG CO NEW0.02%-591,001$8.24MNo quoteNo quote
171IAGIAMGOLD CORP0.02%-2,991,219$8.08M$2.70No quote
172KRKROGER CO0.02%-111,000$7.13M$64.21No quote
173CFNCAREFUSION CORP0.02%New120,000$7.12MNo quoteNo quote
174ROCROCKWOOD HLDGS INC0.02%Reduce -63.3%90,000$7.09MNo quoteNo quote
175TBFPROSHARES TR0.02%-267,925$6.74MNo quoteNo quote
176GDXMARKET VECTORS ETF TR0.01%Add +4710.1%331,900$6.1MNo quoteNo quote
177LMCADLIBERTY MEDIA CORP DELAWARE0.01%-156,391$5.52MNo quoteNo quote
178ARQLARQULE INC0.01%Add +56.3%4,444,899$5.42MNo quoteNo quote
179QUREUNIQURE NV0.01%-352,000$5.21M$14.81No quote
180DOWDOW CHEM CO0.01%-100,000$4.56M$45.61No quote
181THLDTHRESHOLD PHARMACEUTICAL INC0.01%Add +26.2%1,377,448$4.38MNo quoteNo quote
182FDOFAMILY DLR STORES INC0.01%Reduce -26.7%55,000$4.36MNo quoteNo quote
183GRTGLIMCHER RLTY TR0.01%New300,000$4.12MNo quoteNo quote
184PPPMFPRIMERO MNG CORP0.01%-1,071,100$4.12MNo quoteNo quote
185CYDCHINA YUCHAI INTL LTD0.01%Add +5.0%210,000$3.99M$19.00No quote
186LBRDKLIBERTY BROADBAND CORP0.01%New78,194$3.9M$49.82No quote
187GFIGGFI GROUP INC0.01%New700,000$3.82MNo quoteNo quote
188GERNGERON CORP0.01%Reduce -48.6%1,128,866$3.67MNo quoteNo quote
189SNSSSUNESIS PHARMACEUTICALS INC0.01%New1,414,276$3.61MNo quoteNo quote
190MHPMCGRAW HILL FINL INC0.01%-40,000$3.56MNo quoteNo quote
191CWEIWILLIAMS CLAYTON ENERGY INC0.01%Reduce -31.3%55,000$3.51MNo quoteNo quote
192HCBKHUDSON CITY BANCORP0.01%Add +580.0%340,000$3.44MNo quoteNo quote
193AMPAMERIPRISE FINL INC0.01%-25,260$3.34M$132.26No quote
194BRPBROOKFIELD RESIDENTIAL PPTYS0.01%New138,500$3.33MNo quoteNo quote
195KBIOKALOBIOS PHARMACEUTICALS INC0.01%-1,746,591$3.02MNo quoteNo quote
196JPMJPMORGAN CHASE & CO0.01%Add +1.4%46,561$2.91M$62.58No quote
197VSTMVERASTEM INC0.01%Reduce -40.9%302,622$2.77M$9.14No quote
198AMREAMREIT INC NEW0.01%New100,000$2.65MNo quoteNo quote
199TRWTRW AUTOMOTIVE HLDGS CORP0.01%New25,000$2.57MNo quoteNo quote
200LOLORILLARD INC0.01%Reduce -20.0%40,000$2.52MNo quoteNo quote
201DRCDRESSER-RAND GROUP INC0.01%Reduce -94.8%30,000$2.45MNo quoteNo quote
202LUKLEUCADIA NATL CORP0.01%Add +21.7%107,100$2.4MNo quoteNo quote
203STRZASTARZ0.01%-73,355$2.18MNo quoteNo quote
204UNMUNUM GROUP0.01%-60,000$2.09M$34.88No quote
205CVDCOVANCE INC0.01%New20,000$2.08MNo quoteNo quote
206CBSTCUBIST PHARMACEUTICALS INC0.00%New20,200$2.02MNo quoteNo quote
207LBRDALIBERTY BROADBAND CORP0.00%New39,093$1.96M$50.09No quote
208LMNRLIMONEIRA CO0.00%-78,197$1.95MNo quoteNo quote
209MRTXMIRATI THERAPEUTICS INC0.00%-99,912$1.85MNo quoteNo quote
210EFAISHARES TR0.00%-30,000$1.83M$60.83No quote
211SUSQSUSQUEHANNA BANCSHARES INC P0.00%New130,000$1.75MNo quoteNo quote
212KLICKULICKE & SOFFA INDS INC0.00%Add +20.7%120,700$1.75M$14.46No quote
213MURMURPHY OIL CORP0.00%Add +142.3%34,477$1.74M$50.53No quote
214SIALSIGMA ALDRICH CORP0.00%Add +66.7%12,500$1.72MNo quoteNo quote
215CNLCLECO CORP NEW0.00%New30,000$1.64MNo quoteNo quote
216MNSTMONSTER BEVERAGE CORP0.00%-15,000$1.63M$108.33No quote
217IBMINTERNATIONAL BUSINESS MACHS0.00%Reduce -2.9%9,952$1.6M$160.47No quote
218SNYSANOFI0.00%-34,157$1.56M$45.61No quote
219PCYGPARK CITY GROUP INC0.00%Add +11.6%167,461$1.51MNo quoteNo quote
220VTRVENTAS INC0.00%New20,852$1.5M$71.70No quote
221XYLXYLEM INC0.00%-39,100$1.49M$38.08No quote
222MHGCMORGANS HOTEL GROUP CO0.00%Reduce -58.1%180,000$1.41MNo quoteNo quote
223AMICAMERICAN INDEPENDENCE CORP0.00%Add +8.3%136,074$1.38MNo quoteNo quote
224SLVISHARES SILVER TRUST0.00%Add +473.3%86,000$1.3M$15.06No quote
225NVSNOVARTIS A G0.00%-12,848$1.19M$92.62No quote
227OGXIONCOGENEX PHARMACEUTICALS IN0.00%-515,512$1.18MNo quoteNo quote
226LORLLORAL SPACE & COMMUNICATNS I0.00%Reduce -25.0%15,000$1.18MNo quoteNo quote
228ELRCELECTRO RENT CORP0.00%Add +2.1%83,700$1.18MNo quoteNo quote
229ATHXATHERSYS INC0.00%Reduce -40.5%712,500$1.13MNo quoteNo quote
230PMPHILIP MORRIS INTL INC0.00%-13,800$1.12M$81.45No quote
231CARBCARBONITE INC0.00%New75,000$1.07MNo quoteNo quote
232ATRAPTARGROUP INC0.00%-14,129$944KNo quoteNo quote
233UTXUNITED TECHNOLOGIES CORP0.00%-8,000$920KNo quoteNo quote
234METMETLIFE INC0.00%-16,800$909K$54.11No quote
235BMYBRISTOL MYERS SQUIBB CO0.00%-14,492$855K$59.00No quote
236AAPLAPPLE INC0.00%-7,336$810K$110.41No quote
237JGHNUVEEN GLOBAL HIGH INCOME FD0.00%New44,128$761KNo quoteNo quote
238LAYNLAYNE CHRISTENSEN CO0.00%Add +80.1%78,700$751KNo quoteNo quote
239CAGCONAGRA FOODS INC0.00%-19,762$717K$36.28No quote
240GDPGOODRICH PETE CORP0.00%Reduce -67.7%160,000$710KNo quoteNo quote
241UILUIL HLDG CORP0.00%-15,998$697KNo quoteNo quote
242SWSSWS GROUP INC0.00%Reduce -81.9%100,000$691KNo quoteNo quote
243AVPAVON PRODS INC0.00%New69,500$653KNo quoteNo quote
244MOALTRIA GROUP INC0.00%-13,000$641K$49.31No quote
245DGICADONEGAL GROUP INC0.00%Reduce -33.6%39,500$631KNo quoteNo quote
246XOMEXXON MOBIL CORP0.00%-6,628$613K$92.49No quote
247LLOEWS CORP0.00%-14,000$588K$42.00No quote
248TLOGTETRALOGIC PHARMACEUTICALS C0.00%-114,456$552KNo quoteNo quote
249MRKMERCK & CO INC NEW0.00%Reduce -99.2%9,050$514K$56.80No quote
250ASTASTERIAS BIOTHERAPEUTICS INC0.00%New147,838$478KNo quoteNo quote
251TDSTELEPHONE & DATA SYS INC0.00%Reduce -36.4%17,500$442K$25.26No quote
252XWESWORLD ENERGY SOLUTIONS INC D0.00%New75,139$413KNo quoteNo quote
253ROYTLPACIFIC COAST OIL TR0.00%New80,000$410KNo quoteNo quote
254TWCTIME WARNER CABLE INC0.00%-2,612$397KNo quoteNo quote
255OLEDUNIVERSAL DISPLAY CORP0.00%New14,200$394KNo quoteNo quote
256GEGENERAL ELECTRIC CO0.00%-11,301$286K$25.31No quote
257QLTIQLT INC0.00%New67,972$273KNo quoteNo quote
258WPGWASHINGTON PRIME GROUP INC0.00%-15,000$258KNo quoteNo quote
259BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707020.00%-1,669$251KNo quoteNo quote
26057061RMARKET VECTORS ETF TR0.00%-10,100$242KNo quoteNo quote
261WPZWILLIAMS PARTNERS L P0.00%Reduce -58.4%5,333$239KNo quoteNo quote
262STZCONSTELLATION BRANDS INC0.00%-2,400$236K$98.33No quote
263CTOCONSOLIDATED TOMOKA LD CO0.00%-4,000$223K$55.75No quote
264MUSAMURPHY USA INC0.00%-3,181$219K$68.85No quote
265PCPPRECISION CASTPARTS CORP0.00%-900$217KNo quoteNo quote
266MDLZMONDELEZ INTL INC0.00%-5,536$201K$36.31No quote
267INVEIDENTIV INC0.00%Add +40.0%14,000$194KNo quoteNo quote
268BTXWSBIOTIME INC0.00%New180,899$190KNo quoteNo quote
269CHDCHURCH & DWIGHT INC0.00%-2,400$189K$78.75No quote
270METAFACEBOOK INC0.00%-2,300$179K$77.83No quote
271COVCOVIDIEN PLC0.00%-1,500$153KNo quoteNo quote
272HONHONEYWELL INTL INC0.00%-1,500$150K$100.00No quote
273CSCOCISCO SYS INC0.00%Reduce -100.0%5,100$142K$27.84No quote
275GFNEW GERMANY FD INC0.00%-9,214$129KNo quoteNo quote
274QVCALIBERTY INTERACTIVE CORP0.00%-4,375$129KNo quoteNo quote
277GCVRZSANOFI0.00%Reduce -35.3%146,402$116KNo quoteNo quote
276KRFTKRAFT FOODS GROUP INC0.00%-1,845$116KNo quoteNo quote
278HRSHARRIS CORP DEL0.00%-1,600$115KNo quoteNo quote
279CVXCHEVRON CORP NEW0.00%-1,004$113K$112.55No quote
280ABEVAMBEV SA0.00%-17,875$111K$6.21No quote
283ZBHZIMMER HLDGS INC0.00%-873$99K$113.40No quote
282WFCWELLS FARGO & CO NEW0.00%-1,800$99K$55.00No quote
281ESRXEXPRESS SCRIPTS HLDG CO0.00%-1,168$99KNo quoteNo quote
284AMZNAMAZON COM INC0.00%-307$95K$309.45No quote
285XLSEXELIS INC0.00%-5,000$88KNo quoteNo quote
286SLBSCHLUMBERGER LTD0.00%-900$77K$85.56No quote
287ILMNILLUMINA INC0.00%-400$74K$185.00No quote
288TYCZZZZTYCO INTL PLC0.00%New1,500$66KNo quoteNo quote
289OREALTY INCOME CORP0.00%-1,340$64K$47.76No quote
290FOXATWENTY FIRST CENTY FOX INC0.00%-1,460$56K$38.36No quote
292TIMETIME INC NEW0.00%-2,060$51KNo quoteNo quote
291ATRSANTARES PHARMA INC0.00%-20,000$51KNo quoteNo quote
293DKSDICKS SPORTING GOODS INC0.00%-1,000$50K$50.00No quote
294FBZFIRST TR EXCH TRD ALPHA FD I0.00%-2,915$46KNo quoteNo quote
295DDDU PONT E I DE NEMOURS & CO0.00%-600$44K$73.33No quote
296LVNTALIBERTY INTERACTIVE CORP0.00%Add +142.4%1,057$40KNo quoteNo quote
297FOXTWENTY FIRST CENTY FOX INC0.00%-920$34K$36.96No quote
298JCPPENNEY J C INC0.00%-5,000$32KNo quoteNo quote
299PLLPALL CORP0.00%-300$30KNo quoteNo quote
300GSGOLDMAN SACHS GROUP INC0.00%-151$29K$192.05No quote
302ADTTHE ADT CORPORATION0.00%-750$27K$36.00No quote
301SCHWSCHWAB CHARLES CORP NEW0.00%-900$27K$30.00No quote
303TMOTHERMO FISHER SCIENTIFIC INC0.00%-200$25K$125.00No quote
304PNRPENTAIR PLC0.00%-359$24K$66.85No quote
305TWTRTWITTER INC0.00%-650$23KNo quoteNo quote
307PDLIPDL BIOPHARMA INC0.00%-2,800$22KNo quoteNo quote
306CPNCALPINE CORP0.00%-1,000$22KNo quoteNo quote
308VZVERIZON COMMUNICATIONS INC0.00%-431$20K$46.40No quote
309MNKMALLINCKRODT PUB LTD CO0.00%-187$19KNo quoteNo quote
310MFCMANULIFE FINL CORP0.00%-942$18K$19.11No quote
311ETRENTERGY CORP NEW0.00%-200$17KNo quoteNo quote
312SONYSONY CORP0.00%-800$16K$20.00No quote
313DMLPDORCHESTER MINERALS LP0.00%-600$15KNo quoteNo quote
314BCSPRDBARCLAYS BANK PLC0.00%-500$13KNo quoteNo quote
315LTRPALIBERTY TRIPADVISOR HLDGS IN0.00%-436$12KNo quoteNo quote
316BHIBAKER HUGHES INC0.00%-200$11KNo quoteNo quote
318NUANNUANCE COMMUNICATIONS INC0.00%-700$10KNo quoteNo quote
317BPBP PLC0.00%-273$10K$36.63No quote
319VODVODAFONE GROUP PLC NEW0.00%-272$9KNo quoteNo quote
321VVXVECTRUS INC0.00%Reduce -0.4%277$8KNo quoteNo quote
320HIGHARTFORD FINL SVCS GROUP INC0.00%-200$8K$40.00No quote
323NWSANEWS CORP NEW0.00%-365$6K$16.44No quote
322CRCCALIFORNIA RES CORP0.00%New1,008$6K$5.95No quote
325EWHISHARES0.00%-1,000$5KNo quoteNo quote
324CBSTZCUBIST PHARMACEUTICALS INC0.00%-131,300$5KNo quoteNo quote
327SYTSYNGENTA AG0.00%-66$4KNo quoteNo quote
326ROVIROVI CORP0.00%-184$4KNo quoteNo quote
328NWSNEWS CORP NEW0.00%-230$3K$13.04No quote
330SSPRINT CORP0.00%-602$2KNo quoteNo quote
329BIDUBAIDU INC0.00%-10$2K$200.00No quote
333PBRPETROLEO BRASILEIRO SA PETRO0.00%-200$1K$5.00No quote
332GLWCORNING INC0.00%-40$1K$25.00No quote
331AVNWAVIAT NETWORKS INC0.00%-397$1K$2.52No quote
370AUYYAMANA GOLD INC-Sold0$0No quoteNo quote
369WLPWELLPOINT INC-Sold0$0No quoteNo quote
368VEOEYVEOLIA ENVIRONNEMENT-Sold0$0No quoteNo quote
367VALEVALE S A-Sold0$0No quoteNo quote
366TYCTYCO INTERNATIONAL LTD-Sold0$0No quoteNo quote
365TBPHTHERAVANCE BIOPHARMA INC-Sold0$0No quoteNo quote
364SPHSSOPHIRIS BIO INC-Sold0$0No quoteNo quote
363SIRISIRIUS XM HLDGS INC-Sold0$0No quoteNo quote
362SEMGSEMGROUP CORP-Sold0$0No quoteNo quote
361RIOAFRIO ALTO MNG LTD NEW-Sold0$0No quoteNo quote
360RYNRAYONIER INC-Sold0$0No quoteNo quote
359PPLPPL CORP-Sold0$0No quoteNo quote
358PXDPIONEER NAT RES CO-Sold0$0No quoteNo quote
357NVAXNOVAVAX INC-Sold0$0No quoteNo quote
356NSCNORFOLK SOUTHERN CORP-Sold0$0No quoteNo quote
355NTAPNETAPP INC-Sold0$0No quoteNo quote
354TAPMOLSON COORS BREWING CO-Sold0$0No quoteNo quote
353MDCIMEDICAL ACTION INDS INC-Sold0$0No quoteNo quote
352LPDXLIPOSCIENCE INC-Sold0$0No quoteNo quote
351LRCXLAM RESEARCH CORP-Sold0$0No quoteNo quote
350KMPKINDER MORGAN ENERGY PARTNER-Sold0$0No quoteNo quote
349IMSIMS HEALTH HLDGS INC-Sold0$0No quoteNo quote
348HMYHARMONY GOLD MNG LTD-Sold0$0No quoteNo quote
347GSKGLAXOSMITHKLINE PLC0.00%-1$0$0.00No quote
346FTRFRONTIER COMMUNICATIONS CORP0.00%-72$0No quoteNo quote
345FNFFIDELITY NATIONAL FINANCIAL-Sold0$0No quoteNo quote
344FMCF M C CORP-Sold0$0No quoteNo quote
343EQCEQUITY COMWLTH-Sold0$0No quoteNo quote
342DISCKDISCOVERY COMMUNICATNS NEW-Sold0$0No quoteNo quote
341DISCADISCOVERY COMMUNICATNS NEW-Sold0$0No quoteNo quote
340CNQRCONCUR TECHNOLOGIES INC-Sold0$0No quoteNo quote
339CTRACABOT OIL & GAS CORP-Sold0$0No quoteNo quote
338BPYBROOKFIELD PPTY PARTNERS L P-Sold0$0No quoteNo quote
337AVVIYAVIVA PLC-Sold0$0No quoteNo quote
336BUDANHEUSER BUSCH INBEV SA/NV-Sold0$0No quoteNo quote
335APCANADARKO PETE CORP-Sold0$0No quoteNo quote
334AAGILENT TECHNOLOGIES INC-Sold0$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$7.55M
2-RAYONIER TRS HLDGS INCNOTE 4.500% 8/1OTHER250,000$305K
3-HEADWATERS INCNOTE 8.750% 2/0OTHER0$0