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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 172 of 416 rows. Rows without a quote are marked unavailable.

1CMCSKCOMCAST CORP NEW3.12%Add +1.4%24,747,905$1.07BNo quoteNo quote
2MSFTMICROSOFT CORP3.02%Add +3.6%31,130,505$1.04B$33.31No quote
3CSCOCISCO SYS INC2.67%Reduce -9.0%39,219,920$918.53M$23.42No quote
4TVGRUPO TELEVISA SA2.67%Add +1.1%32,829,088$917.57MNo quoteNo quote
5ORCLORACLE CORP2.64%Add +16.9%27,367,792$907.79M$33.17No quote
6CTASCINTAS CORP2.55%Add +0.3%17,147,806$877.97M$51.20No quote
7CNQCANADIAN NAT RES LTD2.48%Add +2.7%27,092,298$850.69M$31.40No quote
8GGGOLDCORP INC NEW2.37%Reduce -1.0%31,365,974$815.83MNo quoteNo quote
9SYYSYSCO CORP2.34%Add +1.6%25,244,929$803.55M$31.83No quote
10INTCINTEL CORP2.33%Reduce -1.6%35,012,863$802.5M$22.92No quote
11AXPAMERICAN EXPRESS CO2.23%Add +1.4%10,168,125$767.9M$75.52No quote
12BKBANK NEW YORK MELLON CORP2.23%Add +1.4%25,379,043$766.19M$30.19No quote
13NOCNORTHROP GRUMMAN CORP2.17%Reduce -0.3%7,821,377$745.06M$95.26No quote
14MMM3M CO2.07%Add +1.4%5,964,876$712.27M$119.41No quote
15BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701081.89%Add +0.7%3,815$650.11MNo quoteNo quote
16COPCONOCOPHILLIPS1.86%Add +1.2%9,217,729$640.72M$69.51No quote
17LMTLOCKHEED MARTIN CORP1.78%Add +4.3%4,799,757$612.21M$127.55No quote
18CVECENOVUS ENERGY INC1.76%Add +5.3%20,263,412$604.86M$29.85No quote
19OMCOMNICOM GROUP INC1.68%Add +2.6%9,087,752$576.53M$63.44No quote
20POTPOTASH CORP SASK INC1.65%Add +24.0%18,141,013$567.45MNo quoteNo quote
21AEMAGNICO EAGLE MINES LTD1.44%Add +3.3%18,752,778$496.25M$26.46No quote
22BBTBB&T CORP1.38%Add +1.4%14,036,984$473.75MNo quoteNo quote
23LLTCLINEAR TECHNOLOGY CORP1.36%Add +1.4%11,824,157$468.95MNo quoteNo quote
24DVNDEVON ENERGY CORP NEW1.33%Add +1.4%7,908,819$456.81M$57.76No quote
25CINFCINCINNATI FINL CORP1.33%Add +0.6%9,682,566$456.63M$47.16No quote
26WLPWELLPOINT INC1.28%Reduce -16.3%5,250,235$438.97MNo quoteNo quote
27AUANGLOGOLD ASHANTI LTD1.26%Add +20.9%32,549,500$432.26M$13.28No quote
28FEFIRSTENERGY CORP1.21%Reduce -16.5%11,450,733$417.38M$36.45No quote
29PWEPENN WEST PETE LTD NEW1.20%Add +1.1%36,975,906$411.54MNo quoteNo quote
30USBUS BANCORP DEL1.20%Add +1.3%11,245,186$411.35M$36.58No quote
31WYWEYERHAEUSER CO1.17%Add +1.8%14,023,220$401.49M$28.63No quote
32VVISA INC1.14%Add +102.5%2,055,098$392.73M$191.10No quote
33PCLPLUM CREEK TIMBER CO INC1.12%Add +1.8%8,214,100$384.67MNo quoteNo quote
34KGCKINROSS GOLD CORP1.11%Add +21.2%75,344,593$380.49M$5.05No quote
35ATKALLIANT TECHSYSTEMS INC1.10%Reduce -26.4%3,871,400$377.69MNo quoteNo quote
36GLDSPDR GOLD TRUST1.04%Reduce -0.0%2,787,089$357.22M$128.17No quote
37GOOGLGOOGLE INC1.01%Add +1.3%397,525$348.2M$875.91No quote
38SMGSCOTTS MIRACLE GRO CO0.96%Add +1.3%6,019,417$331.25M$55.03No quote
39LOLORILLARD INC0.94%Reduce -38.0%7,203,461$322.57MNo quoteNo quote
40NOVNATIONAL OILWELL VARCO INC0.86%Add +260.5%3,773,700$294.76M$78.11No quote
41VMCVULCAN MATLS CO0.85%Add +1.4%5,618,428$291.09M$51.81No quote
42WRBBERKLEY W R CORP0.81%Add +1.4%6,535,588$280.12M$42.86No quote
43WSHWILLIS GROUP HOLDINGS PUBLIC0.80%Add +1.4%6,326,416$274.12MNo quoteNo quote
44CLCOLGATE PALMOLIVE CO0.80%Add +2.3%4,613,102$273.56M$59.30No quote
45APAAPACHE CORP0.78%Add +56.8%3,136,623$267.05M$85.14No quote
46ROCROCKWOOD HLDGS INC0.77%Add +20.9%3,965,483$265.29MNo quoteNo quote
47GFIGOLD FIELDS LTD NEW0.76%Add +3.1%57,297,028$261.85M$4.57No quote
48MLMMARTIN MARIETTA MATLS INC0.72%Add +1.5%2,516,215$247.02M$98.17No quote
49ADPAUTOMATIC DATA PROCESSING IN0.70%Add +1.2%3,334,870$241.38M$72.38No quote
50ETRENTERGY CORP NEW0.70%Add +1.9%3,796,309$239.89MNo quoteNo quote
51PFEPFIZER INC0.69%Add +19.8%8,276,410$237.62M$28.71No quote
52CMCSACOMCAST CORP NEW0.68%Add +25746.4%5,169,283$233.39M$45.15No quote
53RYNRAYONIER INC0.63%Add +1.5%3,914,376$217.84M$55.65No quote
54IDAIDACORP INC0.62%Reduce -0.0%4,436,019$214.7M$48.40No quote
55OXYOCCIDENTAL PETE CORP DEL0.61%Add +15.5%2,243,539$209.86M$93.54No quote
56PEPPEPSICO INC0.59%New2,537,805$201.76M$79.50No quote
57TELTE CONNECTIVITY LTD0.58%Add +256553.3%3,849,799$199.34M$51.78No quote
58MAMASTERCARD INC0.56%Add +0.7%284,938$191.7M$672.78No quote
59NEMNEWMONT MINING CORP0.53%Add +5.9%6,482,549$182.16M$28.10No quote
60ZTSZOETIS INC0.53%Add +720.3%5,842,948$181.83M$31.12No quote
61WMTWAL-MART STORES INC0.53%Add +1.4%2,443,909$180.75M$73.96No quote
62CCECOCA COLA ENTERPRISES INC NE0.51%New4,351,712$174.98MNo quoteNo quote
63MONMONSANTO CO NEW0.51%New1,672,191$174.53MNo quoteNo quote
64TYCTYCO INTERNATIONAL LTD0.44%Reduce -20.3%4,339,079$151.78MNo quoteNo quote
65HRBBLOCK H & R INC0.44%Add +1.4%5,625,500$149.98M$26.66No quote
66EIXEDISON INTL0.42%Reduce -12.4%3,108,066$143.16MNo quoteNo quote
67JPMWSJPMORGAN CHASE & CO0.41%Add +1.4%8,472,051$141.99MNo quoteNo quote
68EMNEASTMAN CHEM CO0.40%-1,782,900$138.89M$77.90No quote
69JNJJOHNSON & JOHNSON0.40%Add +1.3%1,596,580$138.41M$86.69No quote
70WYNWYNDHAM WORLDWIDE CORP0.34%-1,909,500$116.42MNo quoteNo quote
71STXSEAGATE TECHNOLOGY PLC0.33%Reduce -15.8%2,606,820$114.02M$43.74No quote
72GRAGRACE W R & CO DEL NEW0.31%Add +13.8%1,215,100$106.2MNo quoteNo quote
73MOSMOSAIC CO NEW0.30%New2,405,970$103.51M$43.02No quote
74ITCITC HLDGS CORP0.28%-1,009,649$94.77MNo quoteNo quote
75VIABVIACOM INC NEW0.27%Add +1.4%1,130,200$94.46MNo quoteNo quote
76VRXVALEANT PHARMACEUTICALS INTL0.27%Reduce -23.4%902,742$94.18MNo quoteNo quote
77FLSFLOWSERVE CORP0.27%Reduce -40.1%1,473,926$91.96M$62.39No quote
78PBIPITNEY BOWES INC0.27%Add +112.6%5,016,655$91.25M$18.19No quote
79BAXBAXTER INTL INC0.26%Reduce -33.2%1,350,086$88.69M$65.69No quote
80RTNRAYTHEON CO0.26%New1,148,283$88.5MNo quoteNo quote
81SJTSAN JUAN BASIN RTY TR0.25%Add +1.0%5,471,564$87.44MNo quoteNo quote
82GOLDRANDGOLD RES LTD0.25%-1,217,136$87.06MNo quoteNo quote
83FMCF M C CORP0.24%Add +4.9%1,150,005$82.48M$71.72No quote
84HPQHEWLETT PACKARD CO0.24%Add +17.6%3,912,900$82.09M$20.98No quote
85KRKROGER CO0.24%Add +1725.2%2,025,968$81.73M$40.34No quote
86UNFUNIFIRST CORP MASS0.23%Reduce -0.1%750,389$78.36M$104.42No quote
87CRISCURIS INC0.23%Add +2.2%17,427,693$77.73M$4.46No quote
88HPHELMERICH & PAYNE INC0.22%Add +3.7%1,086,316$74.9M$68.95No quote
89YALLEGHANY CORP DEL0.22%Add +3.1%182,744$74.86MNo quoteNo quote
90HONHONEYWELL INTL INC0.22%Add +0.0%890,156$73.92M$83.04No quote
91MWVMEADWESTVACO CORP0.21%Add +103.7%1,923,752$73.83MNo quoteNo quote
92DELDELTIC TIMBER CORP0.21%Reduce -0.1%1,113,925$72.56MNo quoteNo quote
93LYBLYONDELLBASELL INDUSTRIES N0.21%Add +134.4%979,000$71.69M$73.23No quote
94NTAPNETAPP INC0.21%Add +0.2%1,661,078$70.8M$42.62No quote
95MSIMOTOROLA SOLUTIONS INC0.20%Add +29.8%1,182,130$70.2M$59.38No quote
96NSHNUSTAR GP HOLDINGS LLC0.20%-3,049,714$68.44MNo quoteNo quote
97HMYHARMONY GOLD MNG LTD0.19%Add +1.0%19,197,540$64.89MNo quoteNo quote
98AOLAOL INC0.19%Add +45.4%1,862,341$64.4MNo quoteNo quote
99NWSNEWS CORP NEW0.19%New3,917,721$64.37M$16.43No quote
100CARAVIS BUDGET GROUP0.18%Add +128.2%2,199,590$63.41MNo quoteNo quote
101BALLBALL CORP0.18%-1,400,660$62.86M$44.88No quote
102TKRTIMKEN CO0.18%New1,007,495$60.85M$60.40No quote
103TAHOTAHOE RES INC0.18%-3,346,490$60.18MNo quoteNo quote
104LOWLOWES COS INC0.17%Add +60.6%1,259,700$59.97M$47.61No quote
105SEESEALED AIR CORP NEW0.17%Add +36.1%2,157,370$58.66M$27.19No quote
106DRCDRESSER-RAND GROUP INC0.16%-893,160$55.73MNo quoteNo quote
107MRKMERCK & CO INC NEW0.16%Reduce -49.6%1,134,041$53.99M$47.61No quote
108VALVALSPAR CORP0.16%Add +11.4%851,050$53.98M$63.43No quote
109CCKCROWN HOLDINGS INC0.15%Reduce -8.6%1,208,270$51.09M$42.28No quote
110THRXTHERAVANCE INC0.15%Add +10.2%1,223,220$50.02MNo quoteNo quote
111OCROMNICARE INC0.14%Reduce -55.6%851,300$47.25MNo quoteNo quote
112RSTIROFIN SINAR TECHNOLOGIES INC0.13%Add +2.1%1,904,310$46.1MNo quoteNo quote
113TWCTIME WARNER CABLE INC0.13%Reduce -65.2%409,822$45.74MNo quoteNo quote
114HNTHEALTH NET INC0.13%-1,428,900$45.3MNo quoteNo quote
115FNVFRANCO NEVADA CORP0.13%-968,033$43.88M$45.33No quote
116EGOELDORADO GOLD CORP NEW0.13%Add +13.4%6,443,257$43.44M$6.74No quote
117GOLDBARRICK GOLD CORP0.12%Reduce -29.0%2,285,108$42.55MNo quoteNo quote
118RGLDROYAL GOLD INC0.12%-867,401$42.21M$48.66No quote
119PKGPACKAGING CORP AMER0.12%Reduce -47.5%728,000$41.56M$57.09No quote
120VODVODAFONE GROUP PLC NEW0.12%Add +228358.8%1,142,294$40.19MNo quoteNo quote
121IPGINTERPUBLIC GROUP COS INC0.12%Reduce -37.9%2,321,670$39.89MNo quoteNo quote
122NGDNEW GOLD INC CDA0.11%Add +18.0%6,359,731$37.88MNo quoteNo quote
123UTXUNITED TECHNOLOGIES CORP0.11%Add +0.1%335,080$36.13MNo quoteNo quote
124SBGLSIBANYE GOLD LTD0.10%Reduce -22.9%6,510,846$33.92MNo quoteNo quote
125SNYSANOFI0.10%-653,662$33.1M$50.63No quote
126SNDKSANDISK CORP0.09%New490,800$29.21M$59.51No quote
127FRXFOREST LABS INC0.08%New648,160$27.74MNo quoteNo quote
128LPSLENDER PROCESSING SVCS INC0.08%Add +68.4%800,000$26.62MNo quoteNo quote
129PXPRAXAIR INC0.07%-214,000$25.73MNo quoteNo quote
130ECAENCANA CORP0.07%Add +0.2%1,379,118$23.9MNo quoteNo quote
131KOPNKOPIN CORP0.07%-5,832,449$23.51MNo quoteNo quote
132LMCADLIBERTY MEDIA CORP DELAWARE0.07%Reduce -2.8%156,391$23.01MNo quoteNo quote
133DTVDIRECTV0.06%Reduce -78.5%361,678$21.61MNo quoteNo quote
134IVACINTEVAC INC0.06%-3,510,384$20.57MNo quoteNo quote
135SPHSUBURBAN PROPANE PARTNERS L0.06%-429,921$20.12MNo quoteNo quote
136CLDXCELLDEX THERAPEUTICS INC NEW0.06%Reduce -17.4%550,000$19.49MNo quoteNo quote
137ATLSATLAS ENERGY LP0.06%Add +15.9%349,500$19.09MNo quoteNo quote
138NYXNYSE EURONEXT0.05%Reduce -31.1%423,311$17.77MNo quoteNo quote
139PSXPHILLIPS 660.05%New306,486$17.72M$57.82No quote
140CKHSEACOR HOLDINGS INC0.05%-195,845$17.71MNo quoteNo quote
141TSOTESORO CORP0.05%Reduce -62.4%371,423$16.34MNo quoteNo quote
142ELNELAN PLC0.05%Reduce -63.4%1,002,000$15.59MNo quoteNo quote
143CEMPCEMPRA INC0.04%-1,308,701$15.05MNo quoteNo quote
144LIFELIFE TECHNOLOGIES CORP0.04%Reduce -56.1%200,000$14.97MNo quoteNo quote
145NLNKNEWLINK GENETICS CORP0.04%Add +21.5%779,432$14.75MNo quoteNo quote
146NSNUSTAR ENERGY LP0.04%Reduce -17.3%365,895$14.68MNo quoteNo quote
147IAGIAMGOLD CORP0.04%Add +31.4%2,991,219$14.28M$4.77No quote
148DRRXDURECT CORP0.03%Reduce -2.3%8,508,633$11.4MNo quoteNo quote
149EMCE M C CORP MASS0.03%Reduce -84.5%429,756$10.99MNo quoteNo quote
150PNGPAA NAT GAS STORAGE L P0.03%Reduce -48.6%467,926$10.9MNo quoteNo quote
151DBCPOWERSHARES DB CMDTY IDX TRA0.03%Add +1.3%401,000$10.33MNo quoteNo quote
152RENTRENTRAK CORP0.03%Reduce -16.7%315,699$10.3MNo quoteNo quote
153TBFPROSHARES TR0.03%-318,100$10.19MNo quoteNo quote
154GDPGOODRICH PETE CORP0.03%Add +2.3%409,310$9.94MNo quoteNo quote
155MTBM & T BK CORP0.03%Reduce -10.3%87,546$9.8M$111.92No quote
156FAFFIRST AMERN FINL CORP0.03%New391,747$9.54M$24.35No quote
157IIININSTEEL INDUSTRIES INC0.03%Reduce -29.2%582,893$9.39M$16.10No quote
158WMSWMS INDS INC0.03%Add +31.0%350,000$9.08M$25.95No quote
159SGMOSANGAMO BIOSCIENCES INC0.03%Add +99.7%847,550$8.88MNo quoteNo quote
160CSECAPITALSOURCE INC0.03%New725,000$8.61MNo quoteNo quote
161GERNGERON CORP0.02%Reduce -3.1%2,516,014$8.43MNo quoteNo quote
162IHCINDEPENDENCE HLDG CO NEW0.02%-581,881$8.31MNo quoteNo quote
163BNDVANGUARD BD INDEX FD INC0.02%New100,625$8.14MNo quoteNo quote
164ARQLARQULE INC0.02%Reduce -26.5%3,314,553$7.72MNo quoteNo quote
165XLISELECT SECTOR SPDR TR0.02%-159,000$7.37M$46.37No quote
166NVENV ENERGY INC0.02%Reduce -50.0%300,000$7.08MNo quoteNo quote
167ATHXATHERSYS INC0.02%-4,207,600$6.9MNo quoteNo quote
168EXELEXELIXIS INC0.02%Add +9.3%1,173,300$6.83M$5.82No quote
169SPRDSPREADTRUM COMMUNICATIONS IN0.02%New220,000$6.7MNo quoteNo quote
170PTIEPAIN THERAPEUTICS INC0.02%Add +30.6%2,431,935$6.62MNo quoteNo quote
171VSTMVERASTEM INC0.02%New492,703$6.13M$12.44No quote
172HMAHEALTH MGMT ASSOC INC NEW0.02%New475,000$6.08MNo quoteNo quote
173PPPMFPRIMERO MNG CORP0.02%Add +27.5%1,071,100$5.83MNo quoteNo quote
174LBTYALIBERTY GLOBAL PLC0.02%Reduce -95.3%71,540$5.68M$79.35No quote
175WPZWILLIAMS PARTNERS L P0.02%-105,647$5.59MNo quoteNo quote
176LBTYKLIBERTY GLOBAL PLC0.02%-71,407$5.39M$75.43No quote
177CWEIWILLIAMS CLAYTON ENERGY INC0.01%Add +6.2%94,335$4.95MNo quoteNo quote
178BLCBELO CORP0.01%Reduce -64.0%360,000$4.93MNo quoteNo quote
179SKSSAKS INC0.01%New300,000$4.78MNo quoteNo quote
180ONTYONCOTHYREON INC0.01%Add +75.6%2,275,287$4.69MNo quoteNo quote
181HCBKHUDSON CITY BANCORP0.01%Add +150.0%500,000$4.53MNo quoteNo quote
182LMNRLIMONEIRA CO0.01%-157,564$4.05MNo quoteNo quote
183CORTCORCEPT THERAPEUTICS INC0.01%Reduce -1.6%2,496,078$3.97MNo quoteNo quote
184KBIOKALOBIOS PHARMACEUTICALS INC0.01%New875,000$3.96MNo quoteNo quote
185AEPIAEP INDS INC0.01%-49,980$3.71MNo quoteNo quote
186PMPHILIP MORRIS INTL INC0.01%-40,000$3.46M$86.60No quote
187ODPOFFICE DEPOT INC0.01%Reduce -12.4%650,000$3.14MNo quoteNo quote
188BWPBOARDWALK PIPELINE PARTNERS0.01%-100,000$3.04MNo quoteNo quote
189MURMURPHY OIL CORP0.01%-48,874$2.95M$60.32No quote
190MHPMCGRAW HILL FINL INC0.01%-40,000$2.62MNo quoteNo quote
191NVAXNOVAVAX INC0.01%New800,000$2.53MNo quoteNo quote
192IDRAIDERA PHARMACEUTICALS INC0.01%Reduce -28.3%1,434,296$2.5MNo quoteNo quote
193CYDCHINA YUCHAI INTL LTD0.01%-100,000$2.38M$23.77No quote
194JPMJPMORGAN CHASE & CO0.01%-45,943$2.38M$51.69No quote
195AMPAMERIPRISE FINL INC0.01%-25,260$2.3M$91.09No quote
196PLXPROTALIX BIOTHERAPEUTICS INC0.01%-500,000$2.27MNo quoteNo quote
197IBMINTERNATIONAL BUSINESS MACHS0.01%-11,668$2.16M$185.21No quote
198STRZASTARZ0.01%-73,355$2.06MNo quoteNo quote
199PHIPHILIPPINE LONG DISTANCE TEL0.01%Reduce -25.0%30,000$2.04MNo quoteNo quote
200MHGCMORGANS HOTEL GROUP CO0.01%Reduce -12.0%263,908$2.03MNo quoteNo quote
201OPTROPTIMER PHARMACEUTICALS INC0.01%New160,100$2.02MNo quoteNo quote
202UNMUNUM GROUP0.01%-60,000$1.83M$30.43No quote
203XYLXYLEM INC0.01%-63,000$1.76M$27.94No quote
204AMICAMERICAN INDEPENDENCE CORP0.00%-166,574$1.66MNo quoteNo quote
205FLOWFLOW INTL CORP0.00%New350,000$1.4MNo quoteNo quote
206TWXTIME WARNER INC0.00%-20,773$1.37MNo quoteNo quote
207ELRCELECTRO RENT CORP0.00%-71,600$1.3MNo quoteNo quote
208SPHSSOPHIRIS BIO INC0.00%New250,000$1.17MNo quoteNo quote
210RMDRESMED INC0.00%-22,000$1.16M$52.82No quote
209HSBCHSBC HLDGS PLC0.00%-21,420$1.16M$54.25No quote
211ITTITT CORP NEW0.00%Reduce -2.8%30,000$1.08MNo quoteNo quote
212ONCYFONCOLYTICS BIOTECH INC0.00%Reduce -5.1%427,200$1.04MNo quoteNo quote
213OIOWENS ILL INC0.00%-33,600$1.01MNo quoteNo quote
214NVSNOVARTIS A G0.00%-13,060$1M$76.72No quote
215SNSSSUNESIS PHARMACEUTICALS INC0.00%New200,000$992KNo quoteNo quote
216LTRELEARNING TREE INTL INC0.00%Reduce -3.9%244,283$960KNo quoteNo quote
217MANHMANHATTAN ASSOCS INC0.00%-10,000$955K$95.50No quote
218ATRAPTARGROUP INC0.00%-15,619$939KNo quoteNo quote
219THLDTHRESHOLD PHARMACEUTICAL INC0.00%-200,000$930KNo quoteNo quote
220LKQLKQ CORP0.00%-28,000$892K$31.86No quote
221ZOLTZOLTEK COS INC0.00%New47,500$793KNo quoteNo quote
222METMETLIFE INC0.00%-16,800$789K$46.96No quote
223MNSTMONSTER BEVERAGE CORP0.00%-15,000$784K$52.27No quote
224GNTXGENTEX CORP0.00%-30,000$768K$25.60No quote
225BMYBRISTOL MYERS SQUIBB CO0.00%Reduce -75.2%16,520$765K$46.31No quote
226CAGCONAGRA FOODS INC0.00%-21,748$660K$30.35No quote
227LLOEWS CORP0.00%Reduce -3.5%14,000$654K$46.71No quote
228PNKPINNACLE ENTMT INC0.00%-26,000$651KNo quoteNo quote
229UILUIL HLDG CORP0.00%-15,998$595KNo quoteNo quote
230XOMEXXON MOBIL CORP0.00%-6,628$570K$86.00No quote
231ANSSANSYS INC0.00%-6,000$519KNo quoteNo quote
232MUSAMURPHY USA INC0.00%New12,218$493K$40.35No quote
233ICLRICON PLC0.00%-12,000$491K$40.92No quote
234ROYTLPACIFIC COAST OIL TR0.00%New30,000$483KNo quoteNo quote
235CMLPCRESTWOOD MIDSTREAM PRTNERS0.00%New21,602$477KNo quoteNo quote
236SEICSEI INVESTMENTS CO0.00%-15,000$464K$30.93No quote
237GPORGULFPORT ENERGY CORP0.00%New7,130$459K$64.38No quote
238AAPLAPPLE INC0.00%-948$452K$476.79No quote
239MOALTRIA GROUP INC0.00%-13,000$447K$34.38No quote
240FDSFACTSET RESH SYS INC0.00%-4,000$436K$109.00No quote
241MDTMEDTRONIC INC0.00%-8,000$426K$53.25No quote
242MDMEDNAX INC0.00%-4,000$402KNo quoteNo quote
243MCRSMICROS SYS INC0.00%-8,000$400KNo quoteNo quote
244IDXXIDEXX LABS INC0.00%-4,000$399K$99.75No quote
245KMPKINDER MORGAN ENERGY PARTNER0.00%-4,563$364KNo quoteNo quote
247HAEHAEMONETICS CORP0.00%-9,000$359K$39.89No quote
246BRLIBIO-REFERENCE LABS INC0.00%-12,000$359KNo quoteNo quote
248HOLXHOLOGIC INC0.00%Add +13.3%17,000$351K$20.65No quote
249HMSYHMS HLDGS CORP0.00%Add +87.5%15,000$323KNo quoteNo quote
250ZBRAZEBRA TECHNOLOGIES CORP0.00%-7,000$319K$45.57No quote
251XLSEXELIS INC0.00%-20,000$314KNo quoteNo quote
252SLVISHARES SILVER TRUST0.00%-15,000$313K$20.87No quote
253FORRFORRESTER RESH INC0.00%-8,000$294KNo quoteNo quote
254HWAYHEALTHWAYS INC0.00%-15,000$278KNo quoteNo quote
255MHRMAGNUM HUNTER RES CORP DEL0.00%New44,130$272KNo quoteNo quote
256GEGENERAL ELECTRIC CO0.00%-11,301$270K$23.89No quote
257EQTEQT CORP0.00%New2,860$254K$88.81No quote
258CNXCONSOL ENERGY INC0.00%New7,530$253K$33.60No quote
259PDCEPDC ENERGY INC0.00%New4,190$249KNo quoteNo quote
260VLOVALERO ENERGY CORP NEW0.00%New7,050$241K$34.18No quote
261RRCRANGE RES CORP0.00%New3,080$234K$75.97No quote
262EXXIENERGY XXI (BERMUDA) LTD0.00%New7,700$233KNo quoteNo quote
263DDDU PONT E I DE NEMOURS & CO0.00%Reduce -99.7%3,600$211K$58.61No quote
264PCPPRECISION CASTPARTS CORP0.00%-900$205KNo quoteNo quote
265-HOLOGIC INCCUSIP 436440AA90.00%-200,000$201KNo quoteNo quote
266SLBSCHLUMBERGER LTD0.00%Add +56.4%2,190$194K$88.58No quote
267GFNEW GERMANY FD INC0.00%-9,214$190KNo quoteNo quote
268BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707020.00%Reduce -99.8%1,669$189KNo quoteNo quote
269LSILSI CORPORATION0.00%-1,000$180KNo quoteNo quote
270MDLZMONDELEZ INTL INC0.00%-5,536$174K$31.43No quote
271GDXMARKET VECTORS ETF TR0.00%-6,900$173KNo quoteNo quote
272HALHALLIBURTON CO0.00%New3,400$164K$48.24No quote
273QVCALIBERTY INTERACTIVE CORP0.00%-6,875$161KNo quoteNo quote
274CTOCONSOLIDATED TOMOKA LD CO0.00%-4,000$154K$38.50No quote
275CIECOBALT INTL ENERGY INC0.00%New6,010$149KNo quoteNo quote
276CHDCHURCH & DWIGHT INC0.00%-2,400$144K$60.00No quote
277STZCONSTELLATION BRANDS INC0.00%Reduce -99.9%2,400$138K$57.50No quote
278ABVCOMPANHIA DE BEBIDAS DAS AME0.00%-3,575$137KNo quoteNo quote
279EOGEOG RES INC0.00%New800$135K$168.75No quote
280ZBHZIMMER HLDGS INC0.00%-1,632$134K$82.11No quote
281CTRACABOT OIL & GAS CORP0.00%New3,420$128K$37.43No quote
282SNSANCHEZ ENERGY CORP0.00%New4,800$127K$26.46No quote
283PXDPIONEER NAT RES CO0.00%New665$126KNo quoteNo quote
284CVXCHEVRON CORP NEW0.00%-1,004$122K$121.51No quote
285WLLWHITING PETE CORP NEW0.00%New2,030$121KNo quoteNo quote
286METAFACEBOOK INC0.00%-2,300$116K$50.43No quote
287BTUPEABODY ENERGY CORP0.00%New6,560$113K$17.23No quote
288GSGOLDMAN SACHS GROUP INC0.00%-651$103K$158.22No quote
289BBGBARRETT BILL CORP0.00%New3,960$99KNo quoteNo quote
290RENRESOLUTE ENERGY CORP0.00%New11,720$98KNo quoteNo quote
291KRFTKRAFT FOODS GROUP INC0.00%-1,845$97KNo quoteNo quote
292AMZNAMAZON COM INC0.00%-307$96K$312.70No quote
294LPILAREDO PETE HLDGS INC0.00%New3,200$95KNo quoteNo quote
293HRSHARRIS CORP DEL0.00%-1,600$95KNo quoteNo quote
295ADMARCHER DANIELS MIDLAND CO0.00%Reduce -83.9%2,500$92K$36.80No quote
296COVCOVIDIEN PLC0.00%-1,500$91KNo quoteNo quote
297TPLMQTRIANGLE PETE CORP0.00%New9,080$89KNo quoteNo quote
299PVAPENN VA CORP0.00%New12,640$84KNo quoteNo quote
298KOGKODIAK OIL & GAS CORP0.00%New7,000$84KNo quoteNo quote
300ATRSANTARES PHARMA INC0.00%-20,000$81KNo quoteNo quote
301WFCWELLS FARGO & CO NEW0.00%-1,800$74K$41.11No quote
302ESRXEXPRESS SCRIPTS HLDG CO0.00%-1,168$72KNo quoteNo quote
303AVVIYAVIVA PLC0.00%-5,000$64KNo quoteNo quote
305WLTWALTER ENERGY INC0.00%New4,300$60KNo quoteNo quote
304FBZFIRST TR EXCH TRD ALPHA FD I0.00%-2,915$60KNo quoteNo quote
306EGNENERGEN CORP0.00%New725$55KNo quoteNo quote
307FOXATWENTY FIRST CENTY FOX INC0.00%New1,460$49K$33.56No quote
308VALEVALE S A0.00%-3,098$48K$15.49No quote
309DODIAMOND OFFSHORE DRILLING IN0.00%New740$46KNo quoteNo quote
311HNRGHALLADOR ENERGY COMPANY0.00%New5,670$41KNo quoteNo quote
310DNRDENBURY RES INC0.00%New2,238$41KNo quoteNo quote
312JOEST JOE CO0.00%-2,000$39K$19.50No quote
313REXXREX ENERGY CORPORATION0.00%New1,660$37KNo quoteNo quote
314EEAEUROPEAN EQUITY FUND0.00%-4,293$35KNo quoteNo quote
315STNGSCORPIO TANKERS INC0.00%New3,440$34K$9.88No quote
317ILMNILLUMINA INC0.00%-400$32K$80.00No quote
316ACIARCH COAL INC0.00%New7,810$32K$4.10No quote
318FOXTWENTY FIRST CENTY FOX INC0.00%New920$31K$33.70No quote
320ADTTHE ADT CORPORATION0.00%Reduce -99.9%750$30K$40.00No quote
319LVNTALIBERTY INTERACTIVE CORP0.00%-343$30KNo quoteNo quote
321GTEGRAN TIERRA ENERGY INC0.00%New3,880$28KNo quoteNo quote
322GILDGILEAD SCIENCES INC0.00%-400$25K$62.50No quote
324RIGTRANSOCEAN LTD0.00%New530$24K$45.28No quote
323BABOEING CO0.00%Reduce -100.0%200$24K$120.00No quote
326PNRPENTAIR LTD0.00%-359$23K$64.07No quote
325PLLPALL CORP0.00%-300$23KNo quoteNo quote
327PDLIPDL BIOPHARMA INC0.00%-2,800$22KNo quoteNo quote
329SCHWSCHWAB CHARLES CORP NEW0.00%-900$19K$21.11No quote
328CPNCALPINE CORP0.00%-1,000$19KNo quoteNo quote
330TMOTHERMO FISHER SCIENTIFIC INC0.00%-200$18K$90.00No quote
331SONYSONY CORP0.00%-800$17K$21.25No quote
332MFCMANULIFE FINL CORP0.00%-942$16K$16.99No quote
334VZVERIZON COMMUNICATIONS INC0.00%-300$14K$46.67No quote
333DMLPDORCHESTER MINERALS LP0.00%-600$14KNo quoteNo quote
336NUANNUANCE COMMUNICATIONS INC0.00%-700$13KNo quoteNo quote
335BCSPRDBARCLAYS BANK PLC0.00%-500$13KNo quoteNo quote
337BHIBAKER HUGHES INC0.00%-250$12KNo quoteNo quote
338BPBP PLC0.00%Add +1.1%270$11K$40.74No quote
339TEVATEVA PHARMACEUTICAL INDS LTD0.00%-200$8K$40.00No quote
341SYTSYNGENTA AG0.00%-88$7KNo quoteNo quote
340DHTDHT HOLDINGS INC0.00%-1,666$7K$4.20No quote
343NWSANEWS CORP NEW0.00%New365$6K$16.44No quote
342HIGHARTFORD FINL SVCS GROUP INC0.00%-200$6K$30.00No quote
344VEOEYVEOLIA ENVIRONNEMENT0.00%-300$5KNo quoteNo quote
346SSPRINT CORP0.00%New602$4KNo quoteNo quote
345ROVIROVI CORP0.00%-184$4KNo quoteNo quote
348GCVRZSANOFI0.00%-1,402$3KNo quoteNo quote
347PBRPETROLEO BRASILEIRO SA PETRO0.00%-200$3K$15.00No quote
349BIDUBAIDU INC0.00%-10$2K$200.00No quote
352VRNMVERENIUM CORP0.00%-337$1KNo quoteNo quote
351GLWCORNING INC0.00%-40$1K$25.00No quote
350AVNWAVIAT NETWORKS INC0.00%-397$1K$2.52No quote
411YHOOYAHOO INC-Sold0$0No quoteNo quote
410VHSVANGUARD HEALTH SYS INC-Sold0$0No quoteNo quote
409VNDAVANDA PHARMACEUTICALS INC-Sold0$0No quoteNo quote
408LCCU S AIRWAYS GROUP INC-Sold0$0No quoteNo quote
407TSRXTRIUS THERAPEUTICS INC-Sold0$0No quoteNo quote
406TJXTJX COS INC NEW-Sold0$0No quoteNo quote
405TGTTARGET CORP-Sold0$0No quoteNo quote
404SSPRINT NEXTEL CORP-Sold0$0No quoteNo quote
403SFDSMITHFIELD FOODS INC-Sold0$0No quoteNo quote
402SGFSINGAPORE FD INC-Sold0$0No quoteNo quote
401SEMGSEMGROUP CORP-Sold0$0No quoteNo quote
400SAISAIC INC-Sold0$0No quoteNo quote
399PBTHPROLOR BIOTECH INC-Sold0$0No quoteNo quote
398PWERPOWER ONE INC NEW-Sold0$0No quoteNo quote
397ORLYO REILLY AUTOMOTIVE INC NEW-Sold0$0No quoteNo quote
396NGNOVAGOLD RES INC-Sold0$0No quoteNo quote
395NSCNORFOLK SOUTHERN CORP-Sold0$0No quoteNo quote
394NKENIKE INC-Sold0$0No quoteNo quote
393NGLNGL ENERGY PARTNERS LP-Sold0$0No quoteNo quote
392NTSPNETSPEND HLDGS INC-Sold0$0No quoteNo quote
391NFPNATIONAL FINL PARTNERS CORP-Sold0$0No quoteNo quote
390MPGMPG OFFICE TR INC-Sold0$0No quoteNo quote
389LEDRMARKET LEADER INC-Sold0$0No quoteNo quote
388LUFKLUFKIN INDS INC-Sold0$0No quoteNo quote
387LXKLEXMARK INTL NEW-Sold0$0No quoteNo quote
386LUKLEUCADIA NATL CORP-Sold0$0No quoteNo quote
385LAMRLAMAR ADVERTISING CO-Sold0$0No quoteNo quote
384IRMIRON MTN INC-Sold0$0No quoteNo quote
383NRGYINERGY L P-Sold0$0No quoteNo quote
382HCAHCA HOLDINGS INC-Sold0$0No quoteNo quote
381GSKGLAXOSMITHKLINE PLC0.00%-1$0$0.00No quote
380GMGENERAL MTRS CO-Sold0$0No quoteNo quote
379GDIGARDNER DENVER INC-Sold0$0No quoteNo quote
378GPSGAP INC DEL-Sold0$0No quoteNo quote
377FTRFRONTIER COMMUNICATIONS CORP0.00%-72$0No quoteNo quote
376FFORD MTR CO DEL-Sold0$0No quoteNo quote
375FSCIFISHER COMMUNICATIONS INC-Sold0$0No quoteNo quote
374FFCHFIRST FINL HLDGS INC-Sold0$0No quoteNo quote
373FOEFERRO CORP-Sold0$0No quoteNo quote
372ETEXACTTARGET INC-Sold0$0No quoteNo quote
371ETPENERGY TRANSFER PRTNRS L P-Sold0$0No quoteNo quote
370EBIXEBIX INC-Sold0$0No quoteNo quote
369DOWDOW CHEM CO-Sold0$0No quoteNo quote
368DISHDISH NETWORK CORP-Sold0$0No quoteNo quote
367DELLDELL INC-Sold0$0No quoteNo quote
366DCPDCP MIDSTREAM PARTNERS LP-Sold0$0No quoteNo quote
365CTBCOOPER TIRE & RUBR CO-Sold0$0No quoteNo quote
364CLWRCLEARWIRE CORP NEW-Sold0$0No quoteNo quote
363CHKCHESAPEAKE ENERGY CORP-Sold0$0No quoteNo quote
362CHGCH ENERGY GROUP INC-Sold0$0No quoteNo quote
361LSECAPLEASE INC-Sold0$0No quoteNo quote
360BPLBUCKEYE PARTNERS L P-Sold0$0No quoteNo quote
359BMCBMC SOFTWARE INC-Sold0$0No quoteNo quote
358ARBARBITRON INC-Sold0$0No quoteNo quote
357AUPRAANGLOGOLD ASHANTI HLDGS FIN-Sold0$0No quoteNo quote
356APHAMPHENOL CORP NEW-Sold0$0No quoteNo quote
355ASCAAMERISTAR CASINOS INC-Sold0$0No quoteNo quote
354AIGAMERICAN INTL GROUP INC-Sold0$0No quoteNo quote
353AAGILENT TECHNOLOGIES INC-Sold0$0No quoteNo quote

Other instruments

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

1-ADVANCED MICRO DEVICES INCNOTE 6.000% 5/0OTHER51,929,000$54.07M
2-OMNICARE INCNOTE 3.750%12/1OTHER2,730,000$5.81M
3-HEADWATERS INCNOTE 8.750% 2/0OTHER2,000,000$2.2M
4-ALLIANCE ONE INTL INCNOTE 5.500% 7/1OTHER356,000$356K
5NUVANUVASIVE INCNOTE 2.750% 7/0OTHER300,000$294K