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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 193 of 370 rows. Rows without a quote are marked unavailable.

1CMCSACOMCAST CORP NEW3.91%Reduce -7.9%22,174,098$1.53B$69.05No quote
2ORCLORACLE CORP3.91%Add +1.0%39,768,031$1.53B$38.45No quote
3MSFTMICROSOFT CORP3.74%Add +0.6%23,571,290$1.46B$62.14No quote
4AXPAMERICAN EXPRESS CO3.02%Add +0.6%15,933,625$1.18B$74.08No quote
5OMCOMNICOM GROUP INC2.79%Add +0.1%12,842,729$1.09B$85.11No quote
6BKBANK NEW YORK MELLON CORP2.66%Reduce -8.1%21,950,143$1.04B$47.38No quote
7WYWEYERHAEUSER CO2.64%Add +0.1%34,319,256$1.03B$30.09No quote
8NOVNATIONAL OILWELL VARCO INC2.42%Add +27.0%25,331,416$948.41M$37.44No quote
9LLTCLINEAR TECHNOLOGY CORP2.21%Add +0.9%13,850,921$863.61MNo quoteNo quote
10XLNXXILINX INC2.01%Add +2.4%13,052,313$787.97MNo quoteNo quote
11TVGRUPO TELEVISA SA1.97%Add +4.6%36,832,783$769.44MNo quoteNo quote
12MMM3M CO1.94%Reduce -0.1%4,246,406$758.28M$178.57No quote
13BBTBB&T CORP1.83%Add +0.1%15,215,537$715.44MNo quoteNo quote
14DEDEERE & CO1.67%Add +0.1%6,330,465$652.29M$103.04No quote
15POTPOTASH CORP SASK INC1.55%Add +2.9%33,452,881$605.16MNo quoteNo quote
16SYFSYNCHRONY FINL1.54%Add +0.8%16,617,322$602.71M$36.27No quote
17UNPUNION PAC CORP1.54%Reduce -4.1%5,792,587$600.58M$103.68No quote
18USBUS BANCORP DEL1.49%Add +0.1%11,355,302$583.32M$51.37No quote
19FLSFLOWSERVE CORP1.48%Add +0.1%12,008,621$577.01M$48.05No quote
20GOLDBARRICK GOLD CORP1.42%Reduce -0.6%34,781,637$555.81MNo quoteNo quote
21LBTYKLIBERTY GLOBAL PLC1.41%Add +22.4%18,535,365$550.5M$29.70No quote
22AIGAMERICAN INTL GROUP INC1.39%Add +0.1%8,342,483$544.85M$65.31No quote
23AEMAGNICO EAGLE MINES LTD1.34%Reduce -1.3%12,488,840$524.51M$42.00No quote
24CTASCINTAS CORP1.31%Reduce -4.5%4,437,201$512.76M$115.56No quote
25GLDSPDR GOLD TRUST1.26%Reduce -1.9%4,483,356$491.42M$109.61No quote
26TDCTERADATA CORP DEL1.22%Add +22.9%17,502,775$475.55M$27.17No quote
27PXPRAXAIR INC1.21%Add +46.9%4,033,935$472.74MNo quoteNo quote
28GGGOLDCORP INC NEW1.15%Reduce -0.6%33,186,199$451.33MNo quoteNo quote
29WRBBERKLEY W R CORP1.12%Add +0.1%6,605,793$439.35M$66.51No quote
30WTWWILLIS TOWERS WATSON PUB LTD1.10%Reduce -0.0%3,523,542$430.86M$122.28No quote
31FNVFRANCO NEVADA CORP1.08%Add +0.1%7,060,161$421.69M$59.73No quote
32FTIFMC TECHNOLOGIES INC1.08%Add +0.0%11,845,793$420.88M$35.53No quote
33COPCONOCOPHILLIPS1.07%Add +0.1%8,320,636$417.2M$50.14No quote
34OAORBITAL ATK INC1.06%Add +0.1%4,729,130$414.89MNo quoteNo quote
35ELVANTHEM INC1.04%Add +0.1%2,825,954$406.29M$143.77No quote
36YALLEGHANY CORP DEL1.00%Add +6.6%644,702$392.06MNo quoteNo quote
37VARVARIAN MED SYS INC0.99%Add +0.0%4,318,060$387.68MNo quoteNo quote
38SLBSCHLUMBERGER LTD0.98%Add +0.1%4,585,692$384.97M$83.95No quote
39TXNTEXAS INSTRS INC0.98%Add +12.9%5,251,581$383.21M$72.97No quote
40CVECENOVUS ENERGY INC0.98%Reduce -0.1%25,227,374$381.69M$15.13No quote
41BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701080.94%Add +0.1%1,514$369.6MNo quoteNo quote
42SMGSCOTTS MIRACLE GRO CO0.89%Reduce -35.8%3,628,712$346.72M$95.55No quote
43UGIUGI CORP NEW0.81%Reduce -0.7%6,908,698$318.35M$46.08No quote
44BROBROWN & BROWN INC0.79%Add +0.1%6,899,089$309.49M$44.86No quote
45CLCOLGATE PALMOLIVE CO0.78%Add +0.1%4,659,298$304.9M$65.44No quote
46TIFTIFFANY & CO NEW0.77%Add +0.1%3,909,459$302.71MNo quoteNo quote
47DVNDEVON ENERGY CORP NEW0.74%Reduce -22.0%6,350,308$290.02M$45.67No quote
48TWXTIME WARNER INC0.71%Add +19263.6%2,874,716$277.5MNo quoteNo quote
49CMICUMMINS INC0.67%Add +0.0%1,915,092$261.74M$136.67No quote
50APHAMPHENOL CORP NEW0.66%Reduce -1.8%3,832,510$257.55M$67.20No quote
51ADIANALOG DEVICES INC0.66%Reduce -12.4%3,533,019$256.57M$72.62No quote
52DHRDANAHER CORP DEL0.63%Add +28.9%3,157,097$245.75M$77.84No quote
53SUSUNCOR ENERGY INC NEW0.62%Reduce -0.6%7,386,402$241.25M$32.66No quote
54ZTSZOETIS INC0.60%Add +12.8%4,390,047$235M$53.53No quote
55MONMONSANTO CO NEW0.60%New2,214,917$233.03MNo quoteNo quote
56FFIVF5 NETWORKS INC0.56%Reduce -0.0%1,525,332$220.75M$144.72No quote
57TKRTIMKEN CO0.55%Reduce -10.5%5,430,139$215.58M$39.70No quote
58CINFCINCINNATI FINL CORP0.54%Reduce -2.1%2,797,812$211.93M$75.75No quote
59RGLDROYAL GOLD INC0.53%Reduce -0.0%3,243,181$205.46M$63.35No quote
60FTVFORTIVE CORP0.52%Add +111.3%3,760,885$201.7M$53.63No quote
61HSYHERSHEY CO0.48%New1,821,280$188.38M$103.43No quote
62TAPMOLSON COORS BREWING CO0.47%Add +91.3%1,895,343$184.44M$97.31No quote
63IMOIMPERIAL OIL LTD0.46%Add +42.2%5,231,879$181.82M$34.75No quote
64GOOGALPHABET INC0.45%Reduce -0.2%229,761$177.33M$771.82No quote
65MSGSMADISON SQUARE GARDEN CO NEW0.45%Reduce -0.1%1,029,030$176.49M$171.51No quote
66MAMASTERCARD INCORPORATED0.45%Add +0.1%1,691,928$174.69M$103.25No quote
67VSTOVISTA OUTDOOR INC0.44%Add +0.1%4,673,596$172.46MNo quoteNo quote
68VVISA INC0.42%Add +0.1%2,115,559$165.06M$78.02No quote
69CNQCANADIAN NAT RES LTD0.40%Reduce -0.1%4,967,139$158.13M$31.84No quote
70DNOWNOW INC0.40%Reduce -0.3%7,680,951$157.23M$20.47No quote
71WMBWILLIAMS COS INC DEL0.40%Add +146.7%4,987,718$155.32M$31.14No quote
72GOOGLALPHABET INC0.39%Reduce -2.3%191,548$151.79M$792.45No quote
73ADPAUTOMATIC DATA PROCESSING IN0.39%Reduce -0.8%1,470,423$151.13M$102.78No quote
74PPLPPL CORP0.38%New4,366,624$148.68M$34.05No quote
75QCOMQUALCOMM INC0.38%Add +150.0%2,254,453$146.99M$65.20No quote
76CCEPCOCA COLA EUROPEAN PARTNERS0.34%Reduce -18.2%4,231,449$132.87MNo quoteNo quote
77HRBBLOCK H & R INC0.34%Add +0.2%5,749,967$132.19M$22.99No quote
78WYNWYNDHAM WORLDWIDE CORP0.34%Reduce -11.0%1,727,135$131.9MNo quoteNo quote
79MLMMARTIN MARIETTA MATLS INC0.33%Reduce -59.6%584,835$129.56M$221.53No quote
80CCUCOMPANIA CERVECERIAS UNIDAS0.33%Add +22.9%6,121,825$128.44M$20.98No quote
81GDGENERAL DYNAMICS CORP0.32%Reduce -59.4%722,390$124.73M$172.66No quote
82PKGPACKAGING CORP AMER0.32%Add +1.8%1,464,960$124.26M$84.82No quote
83DCPDCP MIDSTREAM PARTNERS LP0.31%Reduce -0.5%3,183,939$122.2MNo quoteNo quote
84ICLISRAEL CHEMICALS LTD0.27%Reduce -0.5%25,988,625$106.57MNo quoteNo quote
85PSXPHILLIPS 660.27%Reduce -13.9%1,228,276$106.14M$86.41No quote
86GOLDRANDGOLD RES LTD0.26%Add +6.3%1,350,288$103.08MNo quoteNo quote
87GWWGRAINGER W W INC0.25%Reduce -76.3%427,623$99.32M$232.25No quote
88TSNTYSON FOODS INC0.24%Reduce -27.7%1,496,906$92.33M$61.68No quote
89FTSFORTIS INC0.23%New2,889,669$89.23MNo quoteNo quote
90SEESEALED AIR CORP NEW0.23%Reduce -33.8%1,965,360$89.11M$45.34No quote
91ENBENBRIDGE INC0.22%Add +49.6%2,054,104$86.5M$42.11No quote
92HALOHALOZYME THERAPEUTICS INC0.19%Add +4.0%7,687,515$75.95M$9.88No quote
93APDAIR PRODS & CHEMS INC0.19%Reduce -0.9%521,605$75.02M$143.82No quote
94CRISCURIS INC0.19%-24,008,672$73.95M$3.08No quote
95BIIBBIOGEN INC0.19%Reduce -43.8%257,025$72.89M$283.58No quote
96LOWLOWES COS INC0.18%Reduce -18.7%1,004,920$71.47M$71.12No quote
97PBIPITNEY BOWES INC0.18%Reduce -20.8%4,633,659$70.39M$15.19No quote
98GRAGRACE W R & CO DEL NEW0.17%Reduce -42.4%989,210$66.91MNo quoteNo quote
99VZVERIZON COMMUNICATIONS INC0.17%Add +287395.8%1,239,107$66.14M$53.38No quote
100ALRALERE INC0.17%Add +42.5%1,663,161$64.81MNo quoteNo quote
101AXTAAXALTA COATING SYS LTD0.16%Reduce -39.4%2,253,397$61.29M$27.20No quote
102ALBALBEMARLE CORP0.15%-703,215$60.53M$86.08No quote
103OLNOLIN CORP0.15%Reduce -9.3%2,295,579$58.79M$25.61No quote
104TAT&T INC0.15%New1,360,796$57.88M$42.53No quote
105PEPPEPSICO INC0.14%Reduce -78.2%538,508$56.34M$104.63No quote
106HPEHEWLETT PACKARD ENTERPRISE C0.14%Reduce -56.7%2,434,490$56.33M$23.14No quote
107NEMNEWMONT MINING CORP0.14%-1,623,421$55.31M$34.07No quote
108POSTPOST HLDGS INC0.13%Add +657.0%644,570$51.82M$80.39No quote
109TAHOTAHOE RES INC0.13%Add +21.6%5,472,854$51.51MNo quoteNo quote
110EGRXEAGLE PHARMACEUTICALS INC0.13%Add +11.7%634,805$50.37MNo quoteNo quote
111AWIARMSTRONG WORLD INDS INC NEW0.13%Add +17.7%1,179,946$49.32M$41.80No quote
112VCVISTEON CORP0.12%Reduce -35.0%593,625$47.69M$80.34No quote
113EBAYEBAY INC0.12%Reduce -18.4%1,578,650$46.87M$29.69No quote
114IPINTL PAPER CO0.12%New854,881$45.36MNo quoteNo quote
115NGLNGL ENERGY PARTNERS LP0.11%Reduce -5.1%2,087,871$43.85MNo quoteNo quote
116SEMGSEMGROUP CORP0.11%Add +1185.0%1,020,255$42.6MNo quoteNo quote
117MDRXALLSCRIPTS HEALTHCARE SOLUTN0.11%Reduce -10.3%4,105,150$41.91MNo quoteNo quote
118IVACINTEVAC INC0.10%Reduce -2.1%4,725,881$40.41MNo quoteNo quote
119HPQHP INC0.10%Add +163.9%2,639,630$39.17M$14.84No quote
120OROSISKO GOLD ROYALTIES LTD0.10%Add +89.1%3,991,137$38.87MNo quoteNo quote
121GCPGCP APPLIED TECHNOLOGIES INC0.10%Reduce -23.8%1,452,538$38.86MNo quoteNo quote
122UNVRUNIVAR INC0.10%-1,313,205$37.26MNo quoteNo quote
123INVAINNOVIVA INC0.09%Reduce -4.3%3,431,275$36.72MNo quoteNo quote
124GPKGRAPHIC PACKAGING HLDG CO0.09%Reduce -61.8%2,908,651$36.3M$12.48No quote
125MDCOMEDICINES CO0.09%Add +3.4%1,055,029$35.81MNo quoteNo quote
126LHLABORATORY CORP AMER HLDGS0.09%Add +18.4%268,515$34.47M$128.38No quote
127SJTSAN JUAN BASIN RTY TR0.09%Reduce -0.0%5,142,053$34.04MNo quoteNo quote
128NGDNEW GOLD INC CDA0.08%-9,407,331$32.97MNo quoteNo quote
129PAAPLAINS ALL AMERN PIPELINE L0.08%-1,012,015$32.68MNo quoteNo quote
130DRRXDURECT CORP0.08%Add +0.2%22,431,546$30.06MNo quoteNo quote
131SESPECTRA ENERGY CORP0.08%Add +54.4%726,334$29.85M$41.09No quote
132MPCMARATHON PETE CORP0.07%New577,902$29.1M$50.35No quote
133BBBLACKBERRY LTD0.07%Add +292.4%4,137,856$28.51M$6.89No quote
134TLPTRANSMONTAIGNE PARTNERS L P0.07%Reduce -17.1%607,203$26.88MNo quoteNo quote
135XONINTREXON CORP0.07%-1,102,004$26.78MNo quoteNo quote
136FLEXFLEX LTD0.07%Add +5.7%1,829,415$26.29M$14.37No quote
137YHOOYAHOO INC0.07%Reduce -30.8%671,865$25.98MNo quoteNo quote
138NLNKNEWLINK GENETICS CORP0.06%Reduce -2.6%2,134,913$22.07MNo quoteNo quote
139MAGMAG SILVER CORP0.06%-1,999,467$21.99MNo quoteNo quote
140CDKCDK GLOBAL INC0.06%New364,300$21.75MNo quoteNo quote
141EGOELDORADO GOLD CORP NEW0.05%-6,443,257$20.71M$3.21No quote
142AUANGLOGOLD ASHANTI LTD0.05%-1,840,964$19.35M$10.51No quote
143BTGB2GOLD CORP0.05%-7,700,300$18.28M$2.37No quote
144AWFALLIANCEBERNSTEIN GBL HGH IN0.05%Add +4.5%1,451,730$18.25MNo quoteNo quote
145NGNOVAGOLD RES INC0.04%Add +47.9%3,796,285$17.31M$4.56No quote
146STXSEAGATE TECHNOLOGY PLC0.04%Add +62.0%437,500$16.7M$38.17No quote
147CUICUI GLOBAL INC0.04%Reduce -4.0%2,400,542$16.64MNo quoteNo quote
148ECAENCANA CORP0.04%Add +0.4%1,361,155$15.98MNo quoteNo quote
149KOPNKOPIN CORP0.04%Reduce -5.2%5,361,070$15.23MNo quoteNo quote
150ATIALLEGHENY TECHNOLOGIES INC0.04%New942,043$15.01M$15.93No quote
151NSNUSTAR ENERGY LP0.04%Reduce -2.0%291,400$14.51MNo quoteNo quote
152ARQLARQULE INC0.04%Add +0.6%11,848,406$13.75MNo quoteNo quote
153CASYCASEYS GEN STORES INC0.03%New110,290$13.11M$118.88No quote
154DFDEAN FOODS CO NEW0.03%New589,185$12.83MNo quoteNo quote
155KLXIKLX INC0.03%New262,375$11.84MNo quoteNo quote
156IHCINDEPENDENCE HLDG CO NEW0.03%-594,859$11.63MNo quoteNo quote
157BLCMBELLICUM PHARMACEUTICALS INC0.03%Reduce -9.2%775,254$10.56MNo quoteNo quote
158VRXVALEANT PHARMACEUTICALS INTL0.02%Add +61.1%613,800$8.91MNo quoteNo quote
159VSMVERSUM MATLS INC0.02%New316,002$8.87MNo quoteNo quote
160MTBM & T BK CORP0.02%Reduce -13.6%44,704$6.99M$156.43No quote
161ARCWARC GROUP WORLDWIDE INC0.02%Add +5.5%1,584,422$6.97MNo quoteNo quote
162LSXMKLIBERTY MEDIA CORP DELAWARE0.02%Reduce -0.8%205,284$6.96MNo quoteNo quote
163CKHSEACOR HOLDINGS INC0.02%-96,554$6.88MNo quoteNo quote
164KLICKULICKE & SOFFA INDS INC0.02%-400,421$6.39M$15.95No quote
165GBDCGOLUB CAP BDC INC0.02%-343,700$6.32MNo quoteNo quote
166ARDMARADIGM CORP0.02%-3,854,730$6.17MNo quoteNo quote
167SPHSUBURBAN PROPANE PARTNERS L0.02%-196,250$5.9MNo quoteNo quote
168AGNALLERGAN PLC0.01%New26,600$5.59MNo quoteNo quote
169LUKLEUCADIA NATL CORP0.01%-211,000$4.91MNo quoteNo quote
170GPROGOPRO INC0.01%Add +10.7%542,200$4.72M$8.71No quote
171VBLTVASCULAR BIOGENICS LTD0.01%-923,239$4.48MNo quoteNo quote
172SPGIS&P GLOBAL INC0.01%-40,000$4.3M$107.55No quote
173CVICVR ENERGY INC0.01%-165,100$4.19M$25.39No quote
174EZPWEZCORP INC0.01%-362,000$3.86MNo quoteNo quote
175IBMINTERNATIONAL BUSINESS MACHS0.01%-22,972$3.81M$165.98No quote
176SLVISHARES SILVER TRUST0.01%-251,600$3.8M$15.11No quote
177PTIEPAIN THERAPEUTICS INC0.01%-6,602,658$3.77MNo quoteNo quote
178AGIALAMOS GOLD INC NEW0.01%New537,100$3.7M$6.89No quote
179GILDGILEAD SCIENCES INC0.01%-50,000$3.63M$72.68No quote
180MGNXMACROGENICS INC0.01%Reduce -21.1%175,000$3.58MNo quoteNo quote
181LSXMALIBERTY MEDIA CORP DELAWARE0.01%Reduce -0.8%102,642$3.54MNo quoteNo quote
182PCYGPARK CITY GROUP INC0.01%-268,461$3.41MNo quoteNo quote
183CYDCHINA YUCHAI INTL LTD0.01%-245,000$3.38M$13.81No quote
184KBRKBR INC0.01%New198,600$3.32M$16.69No quote
185CCJCAMECO CORP0.01%-313,300$3.28M$10.47No quote
186JNJJOHNSON & JOHNSON0.01%Reduce -0.5%28,031$3.23M$115.19No quote
187THLDTHRESHOLD PHARMACEUTICAL INC0.01%Add +18.7%7,093,802$3.13MNo quoteNo quote
188IDNINTELLICHECK MOBILISA INC0.01%Add +27.2%1,050,000$2.89MNo quoteNo quote
189DDSDILLARDS INC0.01%-45,900$2.88MNo quoteNo quote
190CREECREE INC0.01%-108,700$2.87MNo quoteNo quote
191TWTRTWITTER INC0.01%Reduce -92.4%162,000$2.64MNo quoteNo quote
192UNMUNUM GROUP0.01%-60,000$2.64M$43.93No quote
193OIIOCEANEERING INTL INC0.01%-92,800$2.62MNo quoteNo quote
194JPMJPMORGAN CHASE & CO0.01%-30,300$2.62M$86.30No quote
195METMETLIFE INC0.01%-41,000$2.21M$53.88No quote
196PFEPFIZER INC0.01%-66,061$2.15M$32.49No quote
197AGRAVANGRID INC0.01%Add +250.0%55,998$2.12MNo quoteNo quote
198SNSSSUNESIS PHARMACEUTICALS INC0.01%Add +130.0%574,999$2.08MNo quoteNo quote
199XYLXYLEM INC0.00%-39,100$1.94M$49.51No quote
200WPGWASHINGTON PRIME GROUP NEW0.00%-184,000$1.92MNo quoteNo quote
201OMEDONCOMED PHARMACEUTICALS INC0.00%-230,400$1.78MNo quoteNo quote
202LORLLORAL SPACE & COMMUNICATNS I0.00%-41,350$1.7MNo quoteNo quote
203FWONKLIBERTY MEDIA CORP DELAWARE0.00%Reduce -0.8%51,320$1.61M$31.33No quote
204WIWWESTERN ASSET CLYM INFL OPP0.00%Add +249.1%142,100$1.58MNo quoteNo quote
206SMMTSUMMIT THERAPEUTICS PLC0.00%-175,000$1.5MNo quoteNo quote
205LBTYALIBERTY GLOBAL PLC0.00%-48,978$1.5M$30.59No quote
207HRGHRG GROUP INC0.00%-94,800$1.48MNo quoteNo quote
208JGHNUVEEN GLOBAL HIGH INCOME FD0.00%-90,000$1.44MNo quoteNo quote
209CALACALITHERA BIOSCIENCES INC0.00%Reduce -18.6%438,103$1.42MNo quoteNo quote
210GEGENERAL ELECTRIC CO0.00%-44,301$1.4M$31.60No quote
211RHRESTORATION HARDWARE HLDGS I0.00%New44,900$1.38M$30.69No quote
212MNSTMONSTER BEVERAGE CORP NEW0.00%Add +200.0%30,000$1.33M$44.33No quote
213PMPHILIP MORRIS INTL INC0.00%-13,000$1.19M$91.46No quote
214GNBPDLION BIOTECHNOLOGIES INC0.00%-150,000$1.04MNo quoteNo quote
215ATRAPTARGROUP INC0.00%-14,129$1.04MNo quoteNo quote
216INTCINTEL CORP0.00%-28,470$1.03M$36.28No quote
217AAPLAPPLE INC0.00%Reduce -46.6%8,606$997K$115.85No quote
218NVSNOVARTIS A G0.00%-12,848$936K$72.85No quote
219MOALTRIA GROUP INC0.00%-13,000$879K$67.62No quote
220DGICADONEGAL GROUP INC0.00%-49,463$865KNo quoteNo quote
221FWONALIBERTY MEDIA CORP DELAWARE0.00%Reduce -0.8%25,658$804K$31.34No quote
222CAGCONAGRA BRANDS INC0.00%-19,762$782K$39.57No quote
223DISDISNEY WALT CO0.00%-7,000$730K$104.29No quote
224LAYNLAYNE CHRISTENSEN CO0.00%-65,200$709KNo quoteNo quote
225AMZNAMAZON COM INC0.00%-917$688K$750.27No quote
226BMYBRISTOL MYERS SQUIBB CO0.00%-11,529$674K$58.46No quote
227LLOEWS CORP0.00%-14,000$656K$46.86No quote
228BASBASIC ENERGY SVCS INC NEW0.00%New17,417$616KNo quoteNo quote
229FSCFIFTH STREET FINANCE CORP0.00%-109,000$585KNo quoteNo quote
230LILAKLIBERTY GLOBAL PLC0.00%-25,859$547K$21.15No quote
231WMTWAL-MART STORES INC0.00%Reduce -99.3%7,686$531K$69.09No quote
232XOMEXXON MOBIL CORP0.00%Reduce -18.1%5,428$490K$90.27No quote
233WIAWESTERN ASSET CLYM INFL SEC0.00%Add +2.8%40,726$468KNo quoteNo quote
234MRKMERCK & CO INC0.00%-7,790$459K$58.92No quote
235MURMURPHY OIL CORP0.00%-14,226$443K$31.14No quote
236METAFACEBOOK INC0.00%-3,800$437K$115.00No quote
237BATRKLIBERTY MEDIA CORP DELAWARE0.00%Reduce -0.8%20,526$423K$20.61No quote
238LGFBLIONS GATE ENTMNT CORP0.00%New15,166$372KNo quoteNo quote
239STZCONSTELLATION BRANDS INC0.00%-2,400$368K$153.33No quote
240CHTRCHARTER COMMUNICATIONS INC N0.00%Reduce -98.9%1,276$367K$287.62No quote
241CSCOCISCO SYS INC0.00%-10,200$308K$30.20No quote
242GERNGERON CORP0.00%-144,700$300KNo quoteNo quote
243DELDELTIC TIMBER CORP0.00%Reduce -98.3%3,684$284KNo quoteNo quote
244LWLAMB WESTON HLDGS INC0.00%New6,587$249K$37.80No quote
245GDXVANECK VECTORS ETF TR0.00%Add +70.6%11,770$246KNo quoteNo quote
246MDLZMONDELEZ INTL INC0.00%Reduce -99.9%5,536$245K$44.26No quote
247CTOCONSOLIDATED TOMOKA LD CO0.00%-4,000$214K$53.50No quote
248BATRALIBERTY MEDIA CORP DELAWARE0.00%Reduce -0.8%10,261$210K$20.47No quote
249INVEIDENTIV INC0.00%-65,000$207KNo quoteNo quote
250LILALIBERTY GLOBAL PLC0.00%-8,555$188K$21.98No quote
251BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707020.00%Reduce -8.0%1,150$187KNo quoteNo quote
252MUSAMURPHY USA INC0.00%Reduce -4.7%3,031$186K$61.37No quote
253OXYOCCIDENTAL PETE CORP DEL0.00%-2,522$180K$71.37No quote
254WPZWILLIAMS PARTNERS L P NEW0.00%-4,622$176KNo quoteNo quote
255VUZIVUZIX CORP0.00%-25,000$170KNo quoteNo quote
256GFNEW GERMANY FD INC0.00%-12,919$169KNo quoteNo quote
257KHCKRAFT HEINZ CO0.00%-1,845$161K$87.26No quote
258CHDCHURCH & DWIGHT INC0.00%Reduce -4.5%3,600$159K$44.17No quote
259CVXCHEVRON CORP NEW0.00%-1,004$118K$117.53No quote
260UTXUNITED TECHNOLOGIES CORP0.00%Reduce -85.4%1,060$116KNo quoteNo quote
261CASCCASCADIAN THERAPEUTICS INC0.00%Reduce -93.8%24,999$108KNo quoteNo quote
262TELTE CONNECTIVITY LTD0.00%-1,500$104K$69.33No quote
263MDTMEDTRONIC PLC0.00%Reduce -99.6%1,434$102K$71.13No quote
264VMCVULCAN MATLS CO0.00%Reduce -99.9%800$100K$125.00No quote
265WFCWELLS FARGO & CO NEW0.00%-1,800$99K$55.00No quote
266GIMOGIGAMON INC0.00%New2,000$91KNo quoteNo quote
267ZBHZIMMER BIOMET HLDGS INC0.00%-873$90K$103.09No quote
268ABEVAMBEV SA0.00%-17,875$88K$4.92No quote
270QVCALIBERTY INTERACTIVE CORP0.00%-4,375$87KNo quoteNo quote
269HONHONEYWELL INTL INC0.00%-750$87K$116.00No quote
271ESRXEXPRESS SCRIPTS HLDG CO0.00%-1,168$80KNo quoteNo quote
272OREALTY INCOME CORP0.00%-1,340$77K$57.46No quote
273JCIJOHNSON CTLS INTL PLC0.00%-1,432$59K$41.20No quote
275GCVRZSANOFI0.00%-146,402$56KNo quoteNo quote
274BNSBANK N S HALIFAX0.00%-1,000$56K$56.00No quote
276DKSDICKS SPORTING GOODS INC0.00%-1,000$53K$53.00No quote
277ILMNILLUMINA INC0.00%-400$51K$127.50No quote
278BAXBAXTER INTL INC0.00%Reduce -100.0%1,100$49K$44.55No quote
279ATRSANTARES PHARMA INC0.00%-20,000$47KNo quoteNo quote
280DDDU PONT E I DE NEMOURS & CO0.00%-600$44K$73.33No quote
281JCPPENNEY J C INC0.00%-5,000$42KNo quoteNo quote
282FOXATWENTY FIRST CENTY FOX INC0.00%-1,460$41K$28.08No quote
283FBZFIRST TR EXCH TRD ALPHA FD I0.00%-2,915$40KNo quoteNo quote
285SCHWSCHWAB CHARLES CORP NEW0.00%-900$36K$40.00No quote
284GSGOLDMAN SACHS GROUP INC0.00%-151$36K$238.41No quote
287TIMETIME INC NEW0.00%-1,854$33KNo quoteNo quote
286LBRDKLIBERTY BROADBAND CORP0.00%-440$33K$75.00No quote
288TMOTHERMO FISHER SCIENTIFIC INC0.00%-200$28K$140.00No quote
290SQSQUARE INC0.00%-1,940$26KNo quoteNo quote
289CCLCARNIVAL CORP0.00%-500$26K$52.00No quote
291FOXTWENTY FIRST CENTY FOX INC0.00%-920$25K$27.17No quote
293LVNTALIBERTY INTERACTIVE CORP0.00%Reduce -40.0%634$23KNo quoteNo quote
292KLDXKLONDEX MNS LTD0.00%-5,000$23KNo quoteNo quote
295TSLATESLA MTRS INC0.00%-105$22K$209.52No quote
294SONYSONY CORP0.00%-800$22K$27.50No quote
296PNRPENTAIR PLC0.00%-359$20K$55.71No quote
297LEXEALIBERTY EXPEDIA HOLDINGS0.00%New422$17KNo quoteNo quote
298LBRDALIBERTY BROADBAND CORP0.00%-220$16K$72.73No quote
299ETRENTERGY CORP NEW0.00%-200$15KNo quoteNo quote
300BCSPRDBARCLAYS BANK PLC0.00%-500$13KNo quoteNo quote
301BHIBAKER HUGHES INC0.00%-181$12KNo quoteNo quote
303DMLPDORCHESTER MINERALS LP0.00%-600$11KNo quoteNo quote
302CPNCALPINE CORP0.00%-1,000$11KNo quoteNo quote
306NUANNUANCE COMMUNICATIONS INC0.00%-700$10KNo quoteNo quote
305HIGHARTFORD FINL SVCS GROUP INC0.00%-200$10K$50.00No quote
304BPBP PLC0.00%-273$10K$36.63No quote
307MNKMALLINCKRODT PUB LTD CO0.00%-187$9KNo quoteNo quote
308ADNTADIENT PLC0.00%New143$8K$55.94No quote
311VODVODAFONE GROUP PLC NEW0.00%-272$7KNo quoteNo quote
310TEVATEVA PHARMACEUTICAL INDS LTD0.00%-200$7K$35.00No quote
309LTRPALIBERTY TRIPADVISOR HLDGS IN0.00%-436$7KNo quoteNo quote
312PDLIPDL BIOPHARMA INC0.00%-2,800$6KNo quoteNo quote
314SYTSYNGENTA AG0.00%-66$5KNo quoteNo quote
313SSPRINT CORP0.00%-602$5KNo quoteNo quote
316TIVOTIVO CORP0.00%-184$4KNo quoteNo quote
315NWSANEWS CORP NEW0.00%-365$4K$10.96No quote
320NWSNEWS CORP NEW0.00%-230$3K$13.04No quote
319CHUBKCOMMERCEHUB INC0.00%-211$3KNo quoteNo quote
318CCCHEMOURS CO0.00%-120$3KNo quoteNo quote
317CRCCALIFORNIA RES CORP0.00%-122$3K$24.59No quote
323PBRPETROLEO BRASILEIRO SA PETRO0.00%-200$2K$10.00No quote
322CHUBACOMMERCEHUB INC0.00%-105$2KNo quoteNo quote
321BIDUBAIDU INC0.00%-10$2K$200.00No quote
326SRPTSAREPTA THERAPEUTICS INC0.00%-300$1K$3.33No quote
325GLWCORNING INC0.00%-40$1K$25.00No quote
324ASIXADVANSIX INC0.00%New30$1K$33.33No quote
368UNFUNIFIRST CORP MASS-Sold0$0No quoteNo quote
367TRNTRINITY INDS INC-Sold0$0No quoteNo quote
366TMUST MOBILE US INC-Sold0$0No quoteNo quote
365STRZASTARZ-Sold0$0No quoteNo quote
364STJST JUDE MED INC-Sold0$0No quoteNo quote
363SHPGSHIRE PLC-Sold0$0No quoteNo quote
362RTNRAYTHEON CO-Sold0$0No quoteNo quote
361RAXRACKSPACE HOSTING INC-Sold0$0No quoteNo quote
360PPPMFPRIMERO MNG CORP-Sold0$0No quoteNo quote
359PPGPPG INDS INC-Sold0$0No quoteNo quote
358OCOWENS CORNING NEW-Sold0$0No quoteNo quote
357NSHNUSTAR GP HOLDINGS LLC-Sold0$0No quoteNo quote
356NOCNORTHROP GRUMMAN CORP-Sold0$0No quoteNo quote
355MSGNMSG NETWORK INC-Sold0$0No quoteNo quote
354MHGCMORGANS HOTEL GROUP CO-Sold0$0No quoteNo quote
353MSTRMICROSTRATEGY INC-Sold0$0No quoteNo quote
352MUMICRON TECHNOLOGY INC-Sold0$0No quoteNo quote
351MFCMANULIFE FINL CORP-Sold0$0No quoteNo quote
350LYBLYONDELLBASELL INDUSTRIES N-Sold0$0No quoteNo quote
349LMTLOCKHEED MARTIN CORP-Sold0$0No quoteNo quote
348LVSLAS VEGAS SANDS CORP-Sold0$0No quoteNo quote
347KRKROGER CO-Sold0$0No quoteNo quote
346KGCKINROSS GOLD CORP-Sold0$0No quoteNo quote
345ITCITC HLDGS CORP-Sold0$0No quoteNo quote
344IAGIAMGOLD CORP-Sold0$0No quoteNo quote
343HTZHERTZ GLOBAL HLDGS INC-Sold0$0No quoteNo quote
342HDSHD SUPPLY HLDGS INC-Sold0$0No quoteNo quote
341HRSHARRIS CORP DEL-Sold0$0No quoteNo quote
340GFIGOLD FIELDS LTD NEW-Sold0$0No quoteNo quote
339GSKGLAXOSMITHKLINE PLC0.00%-1$0$0.00No quote
338FTRFRONTIER COMMUNICATIONS CORP0.00%-72$0No quoteNo quote
337EMNEASTMAN CHEM CO-Sold0$0No quoteNo quote
336DALDELTA AIR LINES INC DEL-Sold0$0No quoteNo quote
335CORTCORCEPT THERAPEUTICS INC-Sold0$0No quoteNo quote
334CMTLCOMTECH TELECOMMUNICATIONS C-Sold0$0No quoteNo quote
333CLDXCELLDEX THERAPEUTICS INC NEW-Sold0$0No quoteNo quote
332CPCANADIAN PAC RY LTD-Sold0$0No quoteNo quote
331AVNWAVIAT NETWORKS INC-Sold0$0No quoteNo quote
330BUDANHEUSER BUSCH INBEV SA/NV-Sold0$0No quoteNo quote
329AMGNAMGEN INC-Sold0$0No quoteNo quote
328AMPAMERIPRISE FINL INC-Sold0$0No quoteNo quote
327ABTABBOTT LABS-Sold0$0No quoteNo quote

Other instruments

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

1-DANAHER CORP DELDEBT 1/2OTHER3,157,097$245.75M
2LAYNLAYNE CHRISTENSEN CONOTE 4.250%11/1OTHER1,550,000$1.41M