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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 176 of 409 rows. Rows without a quote are marked unavailable.

1ORCLORACLE CORP3.35%Add +17.2%32,074,484$1.23B$38.26No quote
2MSFTMICROSOFT CORP3.28%Add +3.4%32,185,263$1.2B$37.43No quote
3CTASCINTAS CORP2.80%Add +0.6%17,251,320$1.03B$59.59No quote
4CMCSKCOMCAST CORP NEW2.74%Reduce -18.5%20,178,245$1.01BNo quoteNo quote
5TVGRUPO TELEVISA SA2.73%Add +0.6%33,039,688$999.78MNo quoteNo quote
6CSCOCISCO SYS INC2.60%Add +8.1%42,402,902$951.95M$22.45No quote
7CNQCANADIAN NAT RES LTD2.51%Add +0.6%27,252,298$922.01M$33.83No quote
8INTCINTEL CORP2.49%Add +0.4%35,144,757$912.36M$25.96No quote
9BKBANK NEW YORK MELLON CORP2.42%Add +0.3%25,443,943$889.01M$34.94No quote
10SYYSYSCO CORP2.33%Reduce -6.4%23,622,888$852.79M$36.10No quote
11MMM3M CO2.28%Reduce -0.3%5,949,676$834.44M$140.25No quote
12CVECENOVUS ENERGY INC2.13%Add +34.7%27,286,025$781.75M$28.65No quote
13LLTCLINEAR TECHNOLOGY CORP2.02%Add +37.2%16,225,702$739.08MNo quoteNo quote
14GGGOLDCORP INC NEW1.93%Add +4.3%32,719,527$709.03MNo quoteNo quote
15AXPAMERICAN EXPRESS CO1.89%Reduce -24.7%7,659,535$694.95M$90.73No quote
16BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701081.88%Add +1.7%3,881$690.43MNo quoteNo quote
17OMCOMNICOM GROUP INC1.84%Add +0.0%9,090,338$676.05M$74.37No quote
18NOCNORTHROP GRUMMAN CORP1.83%Reduce -25.1%5,859,023$671.5M$114.61No quote
19COPCONOCOPHILLIPS1.75%Reduce -1.4%9,085,737$641.91M$70.65No quote
20POTPOTASH CORP SASK INC1.65%Add +1.0%18,319,452$603.81MNo quoteNo quote
21BBTBB&T CORP1.44%Add +0.6%14,118,383$526.9MNo quoteNo quote
22LMTLOCKHEED MARTIN CORP1.38%Reduce -29.1%3,400,975$505.59M$148.66No quote
23AEMAGNICO EAGLE MINES LTD1.37%Add +1.3%19,003,296$501.41M$26.39No quote
24CINFCINCINNATI FINL CORP1.37%Reduce -1.2%9,562,094$500.77M$52.37No quote
25DVNDEVON ENERGY CORP NEW1.34%Add +0.4%7,943,119$491.44M$61.87No quote
26WLPWELLPOINT INC1.33%Add +0.5%5,275,335$487.39MNo quoteNo quote
27USBUS BANCORP DEL1.25%Add +0.8%11,329,711$457.72M$40.40No quote
28VVISA INC1.24%Reduce -0.5%2,045,472$455.49M$222.68No quote
29WYWEYERHAEUSER CO1.22%Add +1.1%14,177,820$447.59M$31.57No quote
30GOOGLGOOGLE INC1.20%Reduce -0.8%394,292$441.89M$1120.71No quote
31PCLPLUM CREEK TIMBER CO INC1.06%Add +1.6%8,347,301$388.23MNo quoteNo quote
32KGCKINROSS GOLD CORP1.06%Add +17.6%88,633,872$388.22M$4.38No quote
33AUANGLOGOLD ASHANTI LTD1.05%Add +0.7%32,782,600$384.21M$11.72No quote
34TDCTERADATA CORP DEL1.04%New8,424,651$383.24M$45.49No quote
35ATKALLIANT TECHSYSTEMS INC1.03%Reduce -19.9%3,099,569$377.16MNo quoteNo quote
36SMGSCOTTS MIRACLE GRO CO1.01%Reduce -1.4%5,933,817$369.2M$62.22No quote
37GLDSPDR GOLD TRUST1.00%Add +13.1%3,152,667$366.25M$116.17No quote
38GOLDBARRICK GOLD CORP0.99%Add +797.8%20,516,213$361.7MNo quoteNo quote
39ROCROCKWOOD HLDGS INC0.98%Add +26.5%5,017,758$360.88MNo quoteNo quote
40VMCVULCAN MATLS CO0.92%Add +0.9%5,668,376$336.82M$59.42No quote
41NOVNATIONAL OILWELL VARCO INC0.90%Add +9.8%4,141,957$329.41M$79.53No quote
42PFEPFIZER INC0.85%Add +23.1%10,186,005$312M$30.63No quote
43PWEPENN WEST PETE LTD NEW0.84%Add +0.2%37,047,299$309.72MNo quoteNo quote
44CLCOLGATE PALMOLIVE CO0.83%Add +0.9%4,654,102$303.49M$65.21No quote
45WRBBERKLEY W R CORP0.78%Add +0.6%6,571,288$285.13M$43.39No quote
46WSHWILLIS GROUP HOLDINGS PUBLIC0.77%Reduce -0.9%6,268,616$280.9MNo quoteNo quote
47MLMMARTIN MARIETTA MATLS INC0.68%Reduce -0.5%2,503,415$250.19M$99.94No quote
48ADPAUTOMATIC DATA PROCESSING IN0.68%Reduce -8.1%3,065,898$247.76M$80.81No quote
49ETRENTERGY CORP NEW0.66%Add +0.4%3,810,409$241.09MNo quoteNo quote
50MAMASTERCARD INC0.65%Reduce -0.6%283,295$236.68M$835.46No quote
51LOLORILLARD INC0.64%Reduce -35.7%4,631,935$234.75MNo quoteNo quote
52CMCSACOMCAST CORP NEW0.63%Reduce -14.4%4,426,949$230.05M$51.96No quote
53IDAIDACORP INC0.63%Reduce -0.3%4,424,819$229.38M$51.84No quote
54TYCTYCO INTERNATIONAL LTD0.62%Add +27.1%5,515,181$226.34MNo quoteNo quote
55CCECOCA COLA ENTERPRISES INC NE0.60%Add +14.5%4,983,461$219.92MNo quoteNo quote
56ZTSZOETIS INC0.59%Add +13.8%6,647,674$217.31M$32.69No quote
57APAAPACHE CORP0.57%Reduce -22.9%2,417,347$207.75M$85.94No quote
58WMTWAL-MART STORES INC0.53%Add +0.7%2,459,786$193.56M$78.69No quote
59GFIGOLD FIELDS LTD NEW0.52%Add +4.0%59,595,028$190.7M$3.20No quote
60JPMWSJPMORGAN CHASE & CO0.45%Add +1.4%8,592,201$166.6MNo quoteNo quote
61RYNRAYONIER INC0.45%Add +0.3%3,925,956$165.28M$42.10No quote
62HRBBLOCK H & R INC0.45%Add +0.8%5,671,800$164.71M$29.04No quote
63OXYOCCIDENTAL PETE CORP DEL0.43%Reduce -26.2%1,656,440$157.53M$95.10No quote
64EIXEDISON INTL0.42%Add +7.6%3,343,370$154.8MNo quoteNo quote
65NEMNEWMONT MINING CORP0.42%Add +3.3%6,695,191$154.19M$23.03No quote
66RTNRAYTHEON CO0.41%Add +43.9%1,652,126$149.85MNo quoteNo quote
67JNJJOHNSON & JOHNSON0.40%Add +0.7%1,607,280$147.21M$91.59No quote
68EMNEASTMAN CHEM CO0.40%Add +2.0%1,818,481$146.75M$80.70No quote
69STXSEAGATE TECHNOLOGY PLC0.40%-2,606,820$146.4M$56.16No quote
70FEFIRSTENERGY CORP0.39%Reduce -62.2%4,326,187$142.68M$32.98No quote
71GRAGRACE W R & CO DEL NEW0.38%Add +17.2%1,424,385$140.83MNo quoteNo quote
72WYNWYNDHAM WORLDWIDE CORP0.38%-1,909,500$140.71MNo quoteNo quote
73MONMONSANTO CO NEW0.37%Reduce -30.3%1,166,338$135.94MNo quoteNo quote
74MTBM & T BK CORP0.36%Add +1209.2%1,146,161$133.44M$116.42No quote
75HPQHEWLETT PACKARD CO0.35%Add +17.2%4,586,400$128.33M$27.98No quote
76PBIPITNEY BOWES INC0.32%Add +1.2%5,077,455$118.31M$23.30No quote
77YALLEGHANY CORP DEL0.31%Add +56.8%286,592$114.63MNo quoteNo quote
78VRXVALEANT PHARMACEUTICALS INTL0.29%-902,742$105.98MNo quoteNo quote
79FMCF M C CORP0.29%Add +22.1%1,403,539$105.91M$75.46No quote
80TSOTESORO CORP0.28%Add +372.1%1,753,423$102.58MNo quoteNo quote
81VIABVIACOM INC NEW0.27%-1,130,200$98.71MNo quoteNo quote
82CARAVIS BUDGET GROUP0.27%Add +10.9%2,439,090$98.59MNo quoteNo quote
83FLSFLOWSERVE CORP0.26%Reduce -17.2%1,220,230$96.19M$78.83No quote
84SEESEALED AIR CORP NEW0.26%Add +28.6%2,774,582$94.67M$34.12No quote
85APCANADARKO PETE CORP0.26%New1,192,133$94.56MNo quoteNo quote
86ITCITC HLDGS CORP0.25%Reduce -3.6%972,939$93.23MNo quoteNo quote
87SJTSAN JUAN BASIN RTY TR0.25%Add +0.4%5,493,614$91.96MNo quoteNo quote
88AOLAOL INC0.25%Add +5.6%1,966,821$91.69MNo quoteNo quote
89NSHNUSTAR GP HOLDINGS LLC0.25%Add +6.7%3,253,029$91.38MNo quoteNo quote
90MWVMEADWESTVACO CORP0.24%Add +25.0%2,404,588$88.8MNo quoteNo quote
91TWCTIME WARNER CABLE INC0.24%Add +59.9%655,121$88.77MNo quoteNo quote
92LYBLYONDELLBASELL INDUSTRIES N0.24%Add +12.0%1,096,200$88M$80.28No quote
93PEPPEPSICO INC0.24%Reduce -58.9%1,043,238$86.53M$82.94No quote
94MSIMOTOROLA SOLUTIONS INC0.22%-1,182,130$79.79M$67.50No quote
95LOWLOWES COS INC0.21%Add +21.4%1,529,800$75.8M$49.55No quote
96DELDELTIC TIMBER CORP0.21%Reduce -0.3%1,110,725$75.46MNo quoteNo quote
97VODVODAFONE GROUP PLC NEW0.19%Add +53.6%1,754,673$68.98MNo quoteNo quote
98GOLDRANDGOLD RES LTD0.19%Reduce -10.0%1,095,128$68.79MNo quoteNo quote
99NWSNEWS CORP NEW0.19%Reduce -1.8%3,845,848$68.57M$17.83No quote
100NTAPNETAPP INC0.19%Reduce -0.4%1,653,878$68.04M$41.14No quote
101AZOAUTOZONE INC0.18%New138,250$66.08M$477.94No quote
102VALVALSPAR CORP0.17%-851,050$60.67M$71.29No quote
103DRCDRESSER-RAND GROUP INC0.16%Add +11.2%993,160$59.22MNo quoteNo quote
104FRXFOREST LABS INC0.16%Add +48.8%964,630$57.91MNo quoteNo quote
105SNDKSANDISK CORP0.15%Add +57.4%772,300$54.48M$70.54No quote
106THRXTHERAVANCE INC0.15%Add +23.4%1,509,404$53.81MNo quoteNo quote
107TAHOTAHOE RES INC0.14%Reduce -5.9%3,148,490$52.37MNo quoteNo quote
108RSTIROFIN SINAR TECHNOLOGIES INC0.14%Add +0.1%1,906,810$51.52MNo quoteNo quote
109OCROMNICARE INC0.14%-851,300$51.38MNo quoteNo quote
110CRISCURIS INC0.14%Add +2.6%17,889,009$50.45M$2.82No quote
111DTVDIRECTV0.14%Add +98.7%718,758$49.66MNo quoteNo quote
112TELTE CONNECTIVITY LTD0.12%Reduce -78.7%821,258$45.26M$55.11No quote
113HNTHEALTH NET INC0.12%-1,428,900$42.4MNo quoteNo quote
114HONHONEYWELL INTL INC0.11%Reduce -50.2%443,657$40.54M$91.37No quote
115RGLDROYAL GOLD INC0.11%-867,401$39.96M$46.07No quote
116HMYHARMONY GOLD MNG LTD0.11%Reduce -17.8%15,784,210$39.93MNo quoteNo quote
117FNVFRANCO NEVADA CORP0.11%-968,033$39.45M$40.75No quote
118LDOSLEIDOS HLDGS INC0.10%New796,672$37.04M$46.49No quote
119EGOELDORADO GOLD CORP NEW0.10%-6,443,257$36.57M$5.68No quote
120HTZHERTZ GLOBAL HOLDINGS INC0.10%New1,240,950$35.52M$28.62No quote
121SNYSANOFI0.10%Add +0.1%654,462$35.1M$53.63No quote
122NGDNEW GOLD INC CDA0.09%-6,359,731$33.29MNo quoteNo quote
123PXPRAXAIR INC0.08%-214,000$27.83MNo quoteNo quote
124IVACINTEVAC INC0.07%Add +1.4%3,560,384$26.45MNo quoteNo quote
125NLNKNEWLINK GENETICS CORP0.07%Add +17.1%913,119$25MNo quoteNo quote
126KOPNKOPIN CORP0.07%Add +0.8%5,879,516$24.81MNo quoteNo quote
127ECAENCANA CORP0.07%Reduce -0.5%1,372,218$24.77MNo quoteNo quote
128UNFUNIFIRST CORP MASS0.06%Reduce -70.5%221,413$23.69M$107.00No quote
129LMCADLIBERTY MEDIA CORP DELAWARE0.06%-156,391$22.9MNo quoteNo quote
130SEASSEAWORLD ENTMT INC0.06%New750,000$21.58MNo quoteNo quote
131HALOHALOZYME THERAPEUTICS INC0.05%New1,294,580$19.41M$14.99No quote
132CMTLCOMTECH TELECOMMUNICATIONS C0.05%New609,079$19.2MNo quoteNo quote
133DRRXDURECT CORP0.05%Add +25.8%10,707,142$18.52MNo quoteNo quote
134LBTYALIBERTY GLOBAL PLC0.05%Add +176.8%198,051$17.63M$88.99No quote
135GDXMARKET VECTORS ETF TR0.04%Add +10898.5%758,900$16.03MNo quoteNo quote
136NSNUSTAR ENERGY LP0.04%Reduce -17.4%302,400$15.42MNo quoteNo quote
137PTIEPAIN THERAPEUTICS INC0.04%Add +20.4%2,927,386$14.23MNo quoteNo quote
138FAFFIRST AMERN FINL CORP0.03%Add +8.6%425,247$11.99M$28.20No quote
139SGMOSANGAMO BIOSCIENCES INC0.03%-847,550$11.77MNo quoteNo quote
140CKHSEACOR HOLDINGS INC0.03%Reduce -35.7%125,945$11.49MNo quoteNo quote
141SBGLSIBANYE GOLD LTD0.03%Reduce -64.6%2,307,705$11.1MNo quoteNo quote
142XLISELECT SECTOR SPDR TR0.03%Add +32.1%210,000$10.98M$52.26No quote
143ACGALLIANCEBERNSTEIN INCOME FUN0.03%New1,498,955$10.69MNo quoteNo quote
144ATHXATHERSYS INC0.03%-4,207,600$10.52MNo quoteNo quote
145GERNGERON CORP0.03%Reduce -16.8%2,092,338$10.27MNo quoteNo quote
146RENTRENTRAK CORP0.03%Reduce -14.7%269,390$10.21MNo quoteNo quote
147IAGIAMGOLD CORP0.03%-2,991,219$9.94M$3.32No quote
148CEMPCEMPRA INC0.03%Reduce -40.4%780,275$9.67MNo quoteNo quote
149SPHSUBURBAN PROPANE PARTNERS L0.03%Reduce -54.4%196,250$9.2MNo quoteNo quote
150AEPIAEP INDS INC0.03%Add +247.9%173,880$9.19MNo quoteNo quote
151TBFPROSHARES TR0.02%Reduce -15.8%267,925$8.82MNo quoteNo quote
152MOSMOSAIC CO NEW0.02%Reduce -92.5%181,100$8.56M$47.27No quote
153CWEIWILLIAMS CLAYTON ENERGY INC0.02%Add +4.5%98,605$8.08MNo quoteNo quote
154IHCINDEPENDENCE HLDG CO NEW0.02%-581,881$7.85MNo quoteNo quote
155BWPBOARDWALK PIPELINE PARTNERS0.02%Add +200.0%300,000$7.66MNo quoteNo quote
156EXELEXELIXIS INC0.02%-1,173,300$7.19M$6.13No quote
157BPOBROOKFIELD OFFICE PPTYS INC0.02%New355,676$6.85MNo quoteNo quote
158MRTXMIRATI THERAPEUTICS INC0.02%New387,325$6.44MNo quoteNo quote
159DBCPOWERSHARES DB CMDTY IDX TRA0.02%Reduce -37.4%251,000$6.44MNo quoteNo quote
160ARQLARQULE INC0.02%Reduce -14.2%2,843,599$6.11MNo quoteNo quote
161ATLSATLAS ENERGY LP0.02%Reduce -63.0%129,470$6.07MNo quoteNo quote
162LBTYKLIBERTY GLOBAL PLC0.02%-71,407$6.02M$84.32No quote
163VSTMVERASTEM INC0.02%Add +3.8%511,254$5.83M$11.40No quote
164IPGINTERPUBLIC GROUP COS INC0.02%Reduce -86.3%316,900$5.61MNo quoteNo quote
165LIFELIFE TECHNOLOGIES CORP0.01%Reduce -63.7%72,600$5.5MNo quoteNo quote
166WPZWILLIAMS PARTNERS L P0.01%-105,647$5.37MNo quoteNo quote
167PPPMFPRIMERO MNG CORP0.01%-1,071,100$4.72MNo quoteNo quote
168ONTYONCOTHYREON INC0.01%Add +15.4%2,624,987$4.62MNo quoteNo quote
169KRKROGER CO0.01%Reduce -94.5%111,000$4.39M$39.53No quote
170GDPGOODRICH PETE CORP0.01%Reduce -40.4%243,960$4.15MNo quoteNo quote
171NVAXNOVAVAX INC0.01%-800,000$4.1MNo quoteNo quote
172VTNCVITRAN CORP INC0.01%New625,175$4.05MNo quoteNo quote
173KBIOKALOBIOS PHARMACEUTICALS INC0.01%-875,000$3.87MNo quoteNo quote
174CLDXCELLDEX THERAPEUTICS INC NEW0.01%Reduce -75.5%135,000$3.27MNo quoteNo quote
175CORTCORCEPT THERAPEUTICS INC0.01%Reduce -60.3%991,978$3.19MNo quoteNo quote
176MHPMCGRAW HILL FINL INC0.01%-40,000$3.13MNo quoteNo quote
177LMNRLIMONEIRA CO0.01%Reduce -29.3%111,351$2.96MNo quoteNo quote
178AMPAMERIPRISE FINL INC0.01%-25,260$2.91M$115.04No quote
179PLXPROTALIX BIOTHERAPEUTICS INC0.01%Add +40.0%700,000$2.72MNo quoteNo quote
180JPMJPMORGAN CHASE & CO0.01%-45,943$2.69M$58.49No quote
181CYDCHINA YUCHAI INTL LTD0.01%Add +5.6%105,558$2.2M$20.87No quote
182IBMINTERNATIONAL BUSINESS MACHS0.01%-11,668$2.19M$187.61No quote
183STRZASTARZ0.01%-73,355$2.15MNo quoteNo quote
184UNMUNUM GROUP0.01%-60,000$2.11M$35.08No quote
185EFAISHARES0.01%New30,000$2.01M$67.07No quote
186ACHNACHILLION PHARMACEUTICALS IN0.01%New600,000$1.99MNo quoteNo quote
187HCBKHUDSON CITY BANCORP0.01%Reduce -59.0%205,000$1.93MNo quoteNo quote
188PHIPHILIPPINE LONG DISTANCE TEL0.00%-30,000$1.8MNo quoteNo quote
189JOSBJOS A BANK CLOTHIERS INC0.00%New30,000$1.64MNo quoteNo quote
190XYLXYLEM INC0.00%Reduce -25.4%47,000$1.63M$34.60No quote
191CSECAPITALSOURCE INC0.00%Reduce -86.0%101,600$1.46MNo quoteNo quote
192TWXTIME WARNER INC0.00%Reduce -2.9%20,163$1.41MNo quoteNo quote
193AMICAMERICAN INDEPENDENCE CORP0.00%Reduce -31.6%113,917$1.37MNo quoteNo quote
194ELRCELECTRO RENT CORP0.00%-71,600$1.33MNo quoteNo quote
195CCIXCOLEMAN CABLE INC0.00%New50,000$1.31MNo quoteNo quote
196HSBCHSBC HLDGS PLC0.00%-21,420$1.18M$55.14No quote
197MANHMANHATTAN ASSOCS INC0.00%-10,000$1.18M$117.50No quote
198CWHCOMMONWEALTH REIT0.00%New50,000$1.17M$23.32No quote
199MHGCMORGANS HOTEL GROUP CO0.00%Reduce -47.0%140,000$1.14MNo quoteNo quote
200SNSSSUNESIS PHARMACEUTICALS INC0.00%Add +20.0%239,956$1.14MNo quoteNo quote
201PMPHILIP MORRIS INTL INC0.00%Reduce -67.5%13,000$1.13M$87.15No quote
202ELLIELLIE MAE INC0.00%New40,000$1.08MNo quoteNo quote
203ATRAPTARGROUP INC0.00%-15,619$1.06MNo quoteNo quote
204NVSNOVARTIS A G0.00%-13,060$1.05M$80.40No quote
205DGICADONEGAL GROUP INC0.00%New65,919$1.05MNo quoteNo quote
206RMDRESMED INC0.00%-22,000$1.04M$47.09No quote
207SLTMSOLTA MED INC0.00%New350,000$1.03MNo quoteNo quote
208MNSTMONSTER BEVERAGE CORP0.00%-15,000$1.02M$67.80No quote
209GNTXGENTEX CORP0.00%-30,000$990K$33.00No quote
210THLDTHRESHOLD PHARMACEUTICAL INC0.00%-200,000$934KNo quoteNo quote
211SPHSSOPHIRIS BIO INC0.00%-250,000$925KNo quoteNo quote
212MURMURPHY OIL CORP0.00%Reduce -70.9%14,226$923K$64.88No quote
213LKQLKQ CORP0.00%-28,000$921K$32.89No quote
214UTXUNITED TECHNOLOGIES CORP0.00%Reduce -97.6%8,000$910KNo quoteNo quote
215METMETLIFE INC0.00%-16,800$906K$53.93No quote
216BMYBRISTOL MYERS SQUIBB CO0.00%-16,520$878K$53.15No quote
217ROYTLPACIFIC COAST OIL TR0.00%Add +124.7%67,400$855KNo quoteNo quote
218CAGCONAGRA FOODS INC0.00%-21,748$733K$33.70No quote
219INOINOVIO PHARMACEUTICALS INC0.00%New250,000$725KNo quoteNo quote
220TDSTELEPHONE & DATA SYS INC0.00%New27,500$709K$25.78No quote
221MRKMERCK & CO INC NEW0.00%Reduce -98.8%14,050$703K$50.04No quote
222CEQPCRESTWOOD EQUITY PARTNERS LP0.00%New50,000$692KNo quoteNo quote
223LLOEWS CORP0.00%-14,000$675K$48.21No quote
224XOMEXXON MOBIL CORP0.00%-6,628$671K$101.24No quote
225ONCYFONCOLYTICS BIOTECH INC0.00%-427,200$662KNo quoteNo quote
226UILUIL HLDG CORP0.00%-15,998$620KNo quoteNo quote
227PCYGPARK CITY GROUP INC0.00%New60,000$610KNo quoteNo quote
229LORLLORAL SPACE & COMMUNICATNS I0.00%New7,500$607KNo quoteNo quote
228EWJISHARES0.00%New50,000$607K$12.14No quote
230AAXJISHARES0.00%New10,000$603KNo quoteNo quote
231AAPLAPPLE INC0.00%Add +10.6%1,048$588K$561.07No quote
232MHRMAGNUM HUNTER RES CORP DEL0.00%Add +77.8%78,450$573KNo quoteNo quote
233LUKLEUCADIA NATL CORP0.00%New20,000$567KNo quoteNo quote
234FOEFERRO CORP0.00%New44,036$565KNo quoteNo quote
235LSILSI CORPORATION0.00%Add +4900.0%50,000$551KNo quoteNo quote
237TLKP T TELEKOMUNIKASI INDONESIA0.00%New15,000$538KNo quoteNo quote
236CMLPCRESTWOOD MIDSTREAM PARTNERS0.00%New21,602$538KNo quoteNo quote
238CNXCONSOL ENERGY INC0.00%Add +87.4%14,110$537K$38.06No quote
239BAXBAXTER INTL INC0.00%Reduce -99.4%7,600$529K$69.61No quote
240ANSSANSYS INC0.00%-6,000$523KNo quoteNo quote
241SEICSEI INVESTMENTS CO0.00%-15,000$521K$34.73No quote
242MOALTRIA GROUP INC0.00%-13,000$499K$38.38No quote
243ICLRICON PLC0.00%-12,000$485K$40.42No quote
244NTRINUTRI SYS INC NEW0.00%New29,195$480KNo quoteNo quote
245COWNCOWEN GROUP INC NEW0.00%New118,718$464KNo quoteNo quote
246RRCRANGE RES CORP0.00%Add +77.9%5,480$462K$84.31No quote
248MCRSMICROS SYS INC0.00%-8,000$459KNo quoteNo quote
247MDTMEDTRONIC INC0.00%-8,000$459K$57.38No quote
249EQTEQT CORP0.00%Add +77.6%5,080$456K$89.76No quote
250GPORGULFPORT ENERGY CORP0.00%-7,130$450K$63.11No quote
251FDSFACTSET RESH SYS INC0.00%-4,000$434K$108.50No quote
252MDMEDNAX INC0.00%Add +100.0%8,000$427KNo quoteNo quote
253IDXXIDEXX LABS INC0.00%-4,000$425K$106.25No quote
254HAEHAEMONETICS CORP0.00%Add +11.1%10,000$421K$42.10No quote
255CTRACABOT OIL & GAS CORP0.00%Add +199.1%10,228$396K$38.72No quote
256DEDEERE & CO0.00%New4,300$393K$91.40No quote
257HOLXHOLOGIC INC0.00%-17,000$380K$22.35No quote
258ZBRAZEBRA TECHNOLOGIES CORP0.00%-7,000$379K$54.14No quote
259EXXIENERGY XXI (BERMUDA) LTD0.00%Add +77.8%13,690$370KNo quoteNo quote
260KMPKINDER MORGAN ENERGY PARTNER0.00%-4,563$368KNo quoteNo quote
261HMSYHMS HLDGS CORP0.00%-15,000$341KNo quoteNo quote
262PXDPIONEER NAT RES CO0.00%Add +165.0%1,762$324KNo quoteNo quote
263GEGENERAL ELECTRIC CO0.00%-11,301$317K$28.05No quote
264HALHALLIBURTON CO0.00%Add +77.7%6,040$307K$50.83No quote
266FORRFORRESTER RESH INC0.00%-8,000$306KNo quoteNo quote
265BRLIBIO-REFERENCE LABS INC0.00%-12,000$306KNo quoteNo quote
267SLVISHARES SILVER TRUST0.00%-15,000$281K$18.73No quote
268LPILAREDO PETE HLDGS INC0.00%Add +196.5%9,488$263KNo quoteNo quote
269PCPPRECISION CASTPARTS CORP0.00%-900$242KNo quoteNo quote
270EOGEOG RES INC0.00%Add +79.1%1,433$241K$168.18No quote
271CRZOCARRIZO OIL & GAS INC0.00%New5,330$239KNo quoteNo quote
274SLBSCHLUMBERGER LTD0.00%Add +18.7%2,600$234K$90.00No quote
273RENRESOLUTE ENERGY CORP0.00%Add +121.4%25,950$234KNo quoteNo quote
272DDDU PONT E I DE NEMOURS & CO0.00%-3,600$234K$65.00No quote
275HWAYHEALTHWAYS INC0.00%-15,000$230KNo quoteNo quote
276BTUPEABODY ENERGY CORP0.00%Add +77.7%11,660$228K$19.55No quote
277WLLWHITING PETE CORP NEW0.00%Add +77.8%3,610$223KNo quoteNo quote
279PRMWPRIMO WTR CORP0.00%New80,536$212KNo quoteNo quote
278PVAPENN VA CORP0.00%Add +77.8%22,470$212KNo quoteNo quote
280SNSANCHEZ ENERGY CORP0.00%Add +77.7%8,530$209K$24.50No quote
281QVCALIBERTY INTERACTIVE CORP0.00%-6,875$202KNo quoteNo quote
282BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707020.00%-1,669$198KNo quoteNo quote
284MDLZMONDELEZ INTL INC0.00%-5,536$195K$35.22No quote
283EGNENERGEN CORP0.00%Add +280.4%2,758$195KNo quoteNo quote
285ARANTERO RES CORP0.00%New3,045$193K$63.38No quote
286BBGBARRETT BILL CORP0.00%Add +77.8%7,040$189KNo quoteNo quote
287GFNEW GERMANY FD INC0.00%-9,214$184KNo quoteNo quote
288CIECOBALT INTL ENERGY INC0.00%Add +77.7%10,680$176KNo quoteNo quote
289STZCONSTELLATION BRANDS INC0.00%-2,400$169K$70.42No quote
290AAICARLINGTON ASSET INVT CORP0.00%New6,366$168KNo quoteNo quote
291CBSTZCUBIST PHARMACEUTICALS INC0.00%New121,300$164KNo quoteNo quote
292CHDCHURCH & DWIGHT INC0.00%-2,400$159K$66.25No quote
293ZBHZIMMER HLDGS INC0.00%-1,632$152K$93.14No quote
294CTOCONSOLIDATED TOMOKA LD CO0.00%-4,000$145K$36.25No quote
295KOGKODIAK OIL & GAS CORP0.00%Add +77.7%12,440$139KNo quoteNo quote
296CHMTCHEMTURA CORP0.00%New4,839$135KNo quoteNo quote
297TPLMQTRIANGLE PETE CORP0.00%Add +77.8%16,140$134KNo quoteNo quote
298MUSAMURPHY USA INC0.00%Reduce -74.0%3,181$132K$41.50No quote
299ABEVAMBEV SA0.00%New17,875$131K$7.33No quote
300WLTWALTER ENERGY INC0.00%Add +77.7%7,640$127KNo quoteNo quote
301METAFACEBOOK INC0.00%-2,300$126K$54.78No quote
302CVXCHEVRON CORP NEW0.00%-1,004$125K$124.50No quote
303AMZNAMAZON COM INC0.00%-307$122K$397.39No quote
304FARMFARMER BROS CO0.00%New5,043$117KNo quoteNo quote
305HRSHARRIS CORP DEL0.00%-1,600$112KNo quoteNo quote
306COVCOVIDIEN PLC0.00%-1,500$102KNo quoteNo quote
308GTEGRAN TIERRA ENERGY INC0.00%Add +252.1%13,660$100KNo quoteNo quote
307CBICHICAGO BRIDGE & IRON CO N V0.00%New1,199$100KNo quoteNo quote
309KRFTKRAFT FOODS GROUP INC0.00%-1,845$99KNo quoteNo quote
310XLSEXELIS INC0.00%Reduce -75.0%5,000$95KNo quoteNo quote
311REXXREX ENERGY CORPORATION0.00%Add +188.6%4,790$94KNo quoteNo quote
312ATRSANTARES PHARMA INC0.00%-20,000$90KNo quoteNo quote
313ADMARCHER DANIELS MIDLAND CO0.00%Reduce -20.0%2,000$87K$43.50No quote
315WFCWELLS FARGO & CO NEW0.00%-1,800$82K$45.56No quote
314ESRXEXPRESS SCRIPTS HLDG CO0.00%-1,168$82KNo quoteNo quote
316HNRGHALLADOR ENERGY COMPANY0.00%Add +77.8%10,080$81KNo quoteNo quote
318GCVRZSANOFI0.00%Add +16262.5%229,402$78KNo quoteNo quote
317ACASAMERICAN CAP LTD0.00%New4,979$78KNo quoteNo quote
319MSMORGAN STANLEY0.00%New1,700$77K$45.29No quote
320AVVIYAVIVA PLC0.00%-5,000$76KNo quoteNo quote
321STNGSCORPIO TANKERS INC0.00%Add +77.9%6,120$72K$11.76No quote
322DNRDENBURY RES INC0.00%Add +77.8%3,978$65KNo quoteNo quote
323ACIARCH COAL INC0.00%Add +77.7%13,880$62K$4.47No quote
324FBZFIRST TR EXCH TRD ALPHA FD I0.00%-2,915$57KNo quoteNo quote
325FOXATWENTY FIRST CENTY FOX INC0.00%-1,460$51K$34.93No quote
326OREALTY INCOME CORP0.00%New1,340$50K$37.31No quote
327VALEVALE S A0.00%-3,098$47K$15.17No quote
328ILMNILLUMINA INC0.00%-400$44K$110.00No quote
330LVNTALIBERTY INTERACTIVE CORP0.00%-343$42KNo quoteNo quote
329LAYNLAYNE CHRISTENSEN CO0.00%New2,433$42KNo quoteNo quote
331TWTRTWITTER INC0.00%New650$41KNo quoteNo quote
332EEAEUROPEAN EQUITY FUND0.00%-4,293$39KNo quoteNo quote
333JOEST JOE CO0.00%-2,000$38K$19.00No quote
334FOXTWENTY FIRST CENTY FOX INC0.00%-920$32K$34.78No quote
336ADTTHE ADT CORPORATION0.00%-750$30K$40.00No quote
335GILDGILEAD SCIENCES INC0.00%-400$30K$75.00No quote
337PNRPENTAIR LTD0.00%-359$28K$77.99No quote
339GSGOLDMAN SACHS GROUP INC0.00%Reduce -76.8%151$27K$178.81No quote
338BABOEING CO0.00%-200$27K$135.00No quote
340PLLPALL CORP0.00%-300$26KNo quoteNo quote
341PDLIPDL BIOPHARMA INC0.00%-2,800$24KNo quoteNo quote
342SCHWSCHWAB CHARLES CORP NEW0.00%-900$23K$25.56No quote
343TMOTHERMO FISHER SCIENTIFIC INC0.00%-200$22K$110.00No quote
344CPNCALPINE CORP0.00%-1,000$20KNo quoteNo quote
345MFCMANULIFE FINL CORP0.00%-942$19K$20.17No quote
346GPKGRAPHIC PACKAGING HLDG CO0.00%New1,782$17K$9.54No quote
347DMLPDORCHESTER MINERALS LP0.00%-600$16KNo quoteNo quote
348VZVERIZON COMMUNICATIONS INC0.00%-300$15K$50.00No quote
350SONYSONY CORP0.00%-800$14K$17.50No quote
349BHIBAKER HUGHES INC0.00%-250$14KNo quoteNo quote
352BPBP PLC0.00%-270$13K$48.15No quote
351BCSPRDBARCLAYS BANK PLC0.00%-500$13KNo quoteNo quote
353NUANNUANCE COMMUNICATIONS INC0.00%-700$11KNo quoteNo quote
354TEVATEVA PHARMACEUTICAL INDS LTD0.00%-200$8K$40.00No quote
357SYTSYNGENTA AG0.00%-88$7KNo quoteNo quote
356NWSANEWS CORP NEW0.00%-365$7K$19.18No quote
355HIGHARTFORD FINL SVCS GROUP INC0.00%-200$7K$35.00No quote
358SSPRINT CORP0.00%-602$6KNo quoteNo quote
359VEOEYVEOLIA ENVIRONNEMENT0.00%-300$5KNo quoteNo quote
360ROVIROVI CORP0.00%-184$4KNo quoteNo quote
362PBRPETROLEO BRASILEIRO SA PETRO0.00%-200$3K$15.00No quote
361MNKMALLINCKRODT PUB LTD CO0.00%New187$3KNo quoteNo quote
363BIDUBAIDU INC0.00%-10$2K$200.00No quote
365GLWCORNING INC0.00%-40$1K$25.00No quote
364AVNWAVIAT NETWORKS INC0.00%-397$1K$2.52No quote
404ZOLTZOLTEK COS INC-Sold0$0No quoteNo quote
403WMSWMS INDS INC-Sold0$0No quoteNo quote
402VRNMVERENIUM CORP-Sold0$0No quoteNo quote
401BNDVANGUARD BD INDEX FD INC-Sold0$0No quoteNo quote
400VLOVALERO ENERGY CORP NEW-Sold0$0No quoteNo quote
399RIGTRANSOCEAN LTD-Sold0$0No quoteNo quote
398TKRTIMKEN CO-Sold0$0No quoteNo quote
397SPRDSPREADTRUM COMMUNICATIONS IN-Sold0$0No quoteNo quote
396SKSSAKS INC-Sold0$0No quoteNo quote
395PNKPINNACLE ENTMT INC-Sold0$0No quoteNo quote
394PSXPHILLIPS 66-Sold0$0No quoteNo quote
393PDCEPDC ENERGY INC-Sold0$0No quoteNo quote
392PKGPACKAGING CORP AMER-Sold0$0No quoteNo quote
391PNGPAA NAT GAS STORAGE L P-Sold0$0No quoteNo quote
390OIOWENS ILL INC-Sold0$0No quoteNo quote
389OPTROPTIMER PHARMACEUTICALS INC-Sold0$0No quoteNo quote
388ODPOFFICE DEPOT INC-Sold0$0No quoteNo quote
387NYXNYSE EURONEXT-Sold0$0No quoteNo quote
386NVENV ENERGY INC-Sold0$0No quoteNo quote
385LPSLENDER PROCESSING SVCS INC-Sold0$0No quoteNo quote
384LTRELEARNING TREE INTL INC-Sold0$0No quoteNo quote
383ITTITT CORP NEW-Sold0$0No quoteNo quote
382IIININSTEEL INDUSTRIES INC-Sold0$0No quoteNo quote
381IDRAIDERA PHARMACEUTICALS INC-Sold0$0No quoteNo quote
380-HOLOGIC INCCUSIP 436440AA9-Sold0$0No quoteNo quote
379HPHELMERICH & PAYNE INC-Sold0$0No quoteNo quote
378HMAHEALTH MGMT ASSOC INC NEW-Sold0$0No quoteNo quote
377GSKGLAXOSMITHKLINE PLC0.00%-1$0$0.00No quote
376FTRFRONTIER COMMUNICATIONS CORP0.00%-72$0No quoteNo quote
375FLOWFLOW INTL CORP-Sold0$0No quoteNo quote
374ELNELAN PLC-Sold0$0No quoteNo quote
373EMCE M C CORP MASS-Sold0$0No quoteNo quote
372DODIAMOND OFFSHORE DRILLING IN-Sold0$0No quoteNo quote
371DHTDHT HOLDINGS INC-Sold0$0No quoteNo quote
370CCKCROWN HOLDINGS INC-Sold0$0No quoteNo quote
369CMLPCRESTWOOD MIDSTREAM PRTNERS-Sold0$0No quoteNo quote
368ABVCOMPANHIA DE BEBIDAS DAS AME-Sold0$0No quoteNo quote
367BLCBELO CORP-Sold0$0No quoteNo quote
366BALLBALL CORP-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$54.46M
2-OMNICARE INCNOTE 3.750%12/1OTHER2,730,000$6.29M
3-HEADWATERS INCNOTE 8.750% 2/0OTHER2,000,000$2.18M
4-ALLIANCE ONE INTL INCNOTE 5.500% 7/1OTHER356,000$363K
5NUVANUVASIVE INCNOTE 2.750% 7/0OTHER300,000$326K