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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 194 of 342 rows. Rows without a quote are marked unavailable.

1ORCLORACLE CORP5.02%Add +1.2%41,717,395$2.09B$50.14No quote
2MSFTMICROSOFT CORP3.92%Reduce -2.2%23,683,668$1.63B$68.93No quote
3AXPAMERICAN EXPRESS CO3.30%Add +0.6%16,342,822$1.38B$84.24No quote
4WYWEYERHAEUSER CO2.95%Add +3.3%36,761,190$1.23B$33.50No quote
5CMCSACOMCAST CORP NEW2.90%Reduce -10.7%31,071,617$1.21B$38.92No quote
6OMCOMNICOM GROUP INC2.67%Add +2.6%13,429,677$1.11B$82.90No quote
7SLBSCHLUMBERGER LTD2.53%Add +104.0%16,025,764$1.06B$65.84No quote
8BKBANK NEW YORK MELLON CORP2.38%Reduce -1.1%19,481,430$993.94M$51.02No quote
9MMM3M CO2.26%Add +2.4%4,520,131$941.05M$208.19No quote
10TVGRUPO TELEVISA SA2.25%Add +3.2%38,547,427$939.4MNo quoteNo quote
11POTPOTASH CORP SASK INC2.13%Add +33.3%54,356,354$886.01MNo quoteNo quote
12NOVNATIONAL OILWELL VARCO INC2.09%Add +1.7%26,505,005$873.08M$32.94No quote
13FTITECHNIPFMC PLC2.00%Add +53.2%30,585,688$831.93M$27.20No quote
14DEDEERE & CO1.92%Reduce -2.6%6,476,196$800.39M$123.59No quote
15BBTBB&T CORP1.76%Add +3.5%16,158,157$733.74MNo quoteNo quote
16UNPUNION PAC CORP1.60%Add +2.5%6,105,753$664.98M$108.91No quote
17XLNXXILINX INC1.55%Reduce -25.8%10,076,044$648.09MNo quoteNo quote
18GLDSPDR GOLD TRUST1.52%Add +4.0%5,371,482$633.94M$118.02No quote
19USBUS BANCORP DEL1.45%Add +1.0%11,625,567$603.6M$51.92No quote
20AEMAGNICO EAGLE MINES LTD1.43%Add +2.7%13,206,941$597.57M$45.25No quote
21FLSFLOWSERVE CORP1.42%Add +1.9%12,782,998$593.52M$46.43No quote
22WTWWILLIS TOWERS WATSON PUB LTD1.38%Add +4.2%3,963,208$576.49M$145.46No quote
23XOMEXXON MOBIL CORP1.38%Add +136463.4%7,139,533$576.37M$80.73No quote
24ELVANTHEM INC1.37%Add +1.5%3,032,773$570.56M$188.13No quote
25PXPRAXAIR INC1.34%Reduce -2.8%4,201,427$556.9MNo quoteNo quote
26LBTYKLIBERTY GLOBAL PLC1.33%Reduce -0.4%17,778,763$554.34M$31.18No quote
27GOLDBARRICK GOLD CORP1.33%Add +0.1%34,808,237$553.8MNo quoteNo quote
28FNVFRANCO NEVADA CORP1.24%Reduce -0.3%7,161,191$516.87M$72.18No quote
29SYFSYNCHRONY FINL1.24%Add +1.1%17,303,205$515.98M$29.82No quote
30TDCTERADATA CORP DEL1.23%Reduce -0.9%17,330,913$511.09M$29.49No quote
31CTASCINTAS CORP1.18%Reduce -0.9%3,892,527$490.61M$126.04No quote
32VARVARIAN MED SYS INC1.16%Add +0.8%4,679,471$482.88MNo quoteNo quote
33WRBBERKLEY W R CORP1.12%Add +0.7%6,762,988$467.8M$69.17No quote
34OAORBITAL ATK INC1.09%Reduce -0.8%4,609,890$453.43MNo quoteNo quote
35COPCONOCOPHILLIPS1.09%Add +2.3%10,298,915$452.74M$43.96No quote
36GGGOLDCORP INC NEW1.08%Add +4.9%34,814,349$449.45MNo quoteNo quote
37BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701080.95%Add +0.6%1,555$396.06MNo quoteNo quote
38YALLEGHANY CORP DEL0.93%Add +0.4%654,941$389.56MNo quoteNo quote
39TIFTIFFANY & CO NEW0.93%Add +2.7%4,140,990$388.72MNo quoteNo quote
40CLCOLGATE PALMOLIVE CO0.87%Add +2.3%4,891,131$362.58M$74.13No quote
41UGIUGI CORP NEW0.85%Add +2.8%7,324,417$354.58M$48.41No quote
42PEPPEPSICO INC0.80%Add +19.6%2,883,383$333M$115.49No quote
43CMICUMMINS INC0.76%Add +0.7%1,958,189$317.66M$162.22No quote
44BROBROWN & BROWN INC0.74%Add +0.5%7,133,481$307.24M$43.07No quote
45TXNTEXAS INSTRS INC0.71%Reduce -19.2%3,827,519$294.45M$76.93No quote
46CHRWC H ROBINSON WORLDWIDE INC0.69%Add +8008.8%4,208,490$289.04M$68.68No quote
47SMGSCOTTS MIRACLE GRO CO0.68%Reduce -13.2%3,150,211$281.82M$89.46No quote
48RGLDROYAL GOLD INC0.65%Add +2.1%3,479,449$271.99M$78.17No quote
49IMOIMPERIAL OIL LTD0.65%Add +9.8%9,319,242$271.73M$29.16No quote
50MAMASTERCARD INCORPORATED0.63%Add +26.0%2,164,957$262.93M$121.45No quote
51VVISA INC0.62%Add +29.1%2,773,795$260.13M$93.78No quote
52TWXTIME WARNER INC0.62%Reduce -14.8%2,566,983$257.75MNo quoteNo quote
53ADIANALOG DEVICES INC0.60%Reduce -50.7%3,215,098$250.14M$77.80No quote
54DHRDANAHER CORP DEL0.59%Add +11.5%2,925,603$246.89M$84.39No quote
55CVECENOVUS ENERGY INC0.57%Add +1.4%32,113,640$236.68M$7.37No quote
56CCEPCOCA COLA EUROPEAN PARTNERS0.54%Add +95.5%5,561,886$226.2MNo quoteNo quote
57SUSUNCOR ENERGY INC NEW0.54%Add +1.9%7,691,250$224.79M$29.23No quote
58GOOGALPHABET INC0.51%Add +0.7%234,493$213.09M$908.73No quote
59ZTSZOETIS INC0.50%Reduce -22.9%3,339,926$208.35M$62.38No quote
60CINFCINCINNATI FINL CORP0.48%Reduce -0.8%2,780,168$201.42M$72.45No quote
61PKGPACKAGING CORP AMER0.48%Add +21.6%1,780,644$198.35M$111.39No quote
62PPLPPL CORP0.47%Reduce -0.2%5,069,220$195.98M$38.66No quote
63HRBBLOCK H & R INC0.46%Add +3.4%6,144,521$189.93M$30.91No quote
64ELLAUDER ESTEE COS INC0.45%New1,938,542$186.06M$95.98No quote
65APDAIR PRODS & CHEMS INC0.44%Reduce -28.2%1,284,361$183.74M$143.06No quote
66MSGSMADISON SQUARE GARDEN CO NEW0.43%Reduce -10.2%920,093$181.17M$196.90No quote
67CCUCOMPANIA CERVECERIAS UNIDAS0.42%Add +4.3%6,662,451$174.82M$26.24No quote
68GOOGLALPHABET INC0.42%Reduce -1.8%188,009$174.79M$929.68No quote
69FTVFORTIVE CORP0.41%Reduce -42.5%2,711,391$171.77M$63.35No quote
70ADPAUTOMATIC DATA PROCESSING IN0.38%Add +3.0%1,563,262$160.17M$102.46No quote
71DVNDEVON ENERGY CORP NEW0.37%Add +0.0%4,798,650$153.41M$31.97No quote
72FTSFORTIS INC0.33%Add +10.5%3,940,033$138.49MNo quoteNo quote
73CNQCANADIAN NAT RES LTD0.32%Reduce -9.8%4,607,324$132.99M$28.86No quote
74TELTE CONNECTIVITY LTD0.32%Add +112210.6%1,684,659$132.55M$78.68No quote
75VSTOVISTA OUTDOOR INC0.30%Add +18.2%5,523,517$124.33MNo quoteNo quote
76DNOWNOW INC0.30%Reduce -0.9%7,676,152$123.43M$16.08No quote
77IPINTL PAPER CO0.29%Add +114.8%2,162,979$122.45MNo quoteNo quote
78ICLISRAEL CHEMICALS LTD0.29%Reduce -0.7%25,861,352$122.11MNo quoteNo quote
79APHAMPHENOL CORP NEW0.29%Reduce -53.3%1,622,499$119.77M$73.82No quote
80GOLDRANDGOLD RES LTD0.28%Reduce -3.1%1,313,259$116.17MNo quoteNo quote
81MLMMARTIN MARIETTA MATLS INC0.28%-519,735$115.68M$222.58No quote
82CSXCSX CORP0.28%Add +174.1%2,105,723$114.89M$54.56No quote
83GDGENERAL DYNAMICS CORP0.27%Reduce -15.0%564,690$111.87M$198.10No quote
84DCPDCP MIDSTREAM LP0.26%Add +0.2%3,190,300$107.93MNo quoteNo quote
85PSXPHILLIPS 660.25%Add +1.4%1,284,604$106.22M$82.69No quote
86HALOHALOZYME THERAPEUTICS INC0.23%-7,394,315$94.8M$12.82No quote
87MPCMARATHON PETE CORP0.20%Add +10.9%1,629,777$85.29M$52.33No quote
88WYNWYNDHAM WORLDWIDE CORP0.20%Reduce -20.2%848,186$85.17MNo quoteNo quote
89QCOMQUALCOMM INC0.20%New1,495,038$82.56M$55.22No quote
90HPQHP INC0.17%Add +16.8%4,128,320$72.16M$17.48No quote
91AMGNAMGEN INC0.17%New412,708$71.08M$172.23No quote
92VCVISTEON CORP0.17%Add +11.3%683,115$69.72M$102.06No quote
93POSTPOST HLDGS INC0.16%Add +8.7%869,410$67.51M$77.65No quote
94TAT&T INC0.16%New1,724,246$65.06M$37.73No quote
95ALBALBEMARLE CORP0.15%Add +0.2%558,515$61.7M$110.47No quote
96BBBLACKBERRY LTD0.15%-6,159,856$61.54M$9.99No quote
97AWIARMSTRONG WORLD INDS INC NEW0.15%Add +9.5%1,323,541$60.88M$46.00No quote
98TRVTRAVELERS COMPANIES INC0.14%Add +1734.7%471,308$59.64M$126.53No quote
99VREXVAREX IMAGING CORP0.14%Reduce -1.1%1,758,945$59.45M$33.80No quote
100EBAYEBAY INC0.14%Add +23.1%1,701,275$59.41M$34.92No quote
101HSYHERSHEY CO0.14%Reduce -29.5%541,500$58.14M$107.37No quote
102TAHOTAHOE RES INC0.14%Add +7.6%6,727,169$58.01MNo quoteNo quote
103OLNOLIN CORP0.13%Add +13.2%1,812,353$54.88M$30.28No quote
104NEMNEWMONT MINING CORP0.13%-1,623,421$52.58M$32.39No quote
105EGRXEAGLE PHARMACEUTICALS INC0.12%Reduce -1.4%651,505$51.4MNo quoteNo quote
106WPMWHEATON PRECIOUS METALS CORP0.12%New2,553,500$50.79M$19.89No quote
107OROSISKO GOLD ROYALTIES LTD0.12%Reduce -1.7%3,922,337$47.96MNo quoteNo quote
108KLXIKLX INC0.12%Add +22.4%958,880$47.94MNo quoteNo quote
109IVACINTEVAC INC0.11%Reduce -12.6%4,132,237$45.87MNo quoteNo quote
110LQLA QUINTA HLDGS INC0.11%Add +68.6%3,092,505$45.68MNo quoteNo quote
111CRISCURIS INC0.11%-24,008,672$45.38M$1.89No quote
112FLEXFLEX LTD0.11%Add +52.4%2,778,633$45.32M$16.31No quote
113AABAALTABA INC0.11%New820,465$44.7MNo quoteNo quote
114SEESEALED AIR CORP NEW0.11%Reduce -2.5%983,945$44.04M$44.76No quote
115ADNTADIENT PLC0.10%Add +152.7%638,480$42.38M$66.37No quote
116CASYCASEYS GEN STORES INC0.10%Add +22.8%386,627$41.41M$107.11No quote
117ABCOADVISORY BRD CO0.10%Add +46.4%779,208$40.13MNo quoteNo quote
118GCPGCP APPLIED TECHNOLOGIES INC0.09%Add +36.6%1,273,811$38.85MNo quoteNo quote
119UNVRUNIVAR INC0.09%-1,313,205$38.35MNo quoteNo quote
120ATIALLEGHENY TECHNOLOGIES INC0.09%Add +7.0%2,146,948$36.52M$17.01No quote
121TSNTYSON FOODS INC0.08%Reduce -23.6%564,856$35.38M$62.63No quote
122DRRXDURECT CORP0.08%-22,431,546$34.99MNo quoteNo quote
123SJTSAN JUAN BASIN RTY TR0.08%Reduce -1.1%5,085,656$34.63MNo quoteNo quote
124INVAINNOVIVA INC0.08%Reduce -14.3%2,678,043$34.28MNo quoteNo quote
125GRAGRACE W R & CO DEL NEW0.08%Reduce -10.1%473,660$34.11MNo quoteNo quote
126SPGIS&P GLOBAL INC0.08%-228,445$33.35M$145.99No quote
127AXTAAXALTA COATING SYS LTD0.08%Reduce -17.0%1,009,457$32.34M$32.04No quote
128NGDNEW GOLD INC CDA0.08%-10,007,331$31.8MNo quoteNo quote
129TLPTRANSMONTAIGNE PARTNERS L P0.07%Add +9.3%732,203$30.75MNo quoteNo quote
130MDCOMEDICINES CO0.07%Reduce -20.4%789,014$29.99MNo quoteNo quote
131NGLNGL ENERGY PARTNERS LP0.07%Add +2.2%2,134,340$29.88MNo quoteNo quote
132MDRXALLSCRIPTS HEALTHCARE SOLUTN0.07%Reduce -26.9%2,272,020$28.99MNo quoteNo quote
133BALLBALL CORP0.07%New659,734$28.14M$42.66No quote
134XONINTREXON CORP0.06%-1,102,004$26.55MNo quoteNo quote
135MAGMAG SILVER CORP0.06%-1,999,467$26.11MNo quoteNo quote
136VSMVERSUM MATLS INC0.06%Add +140.0%758,315$24.65MNo quoteNo quote
137BTGB2GOLD CORP0.05%-7,700,300$21.68M$2.82No quote
138AGIALAMOS GOLD INC NEW0.05%Add +451.9%2,964,338$21.04M$7.10No quote
139EGOELDORADO GOLD CORP NEW0.05%Add +19.8%7,718,257$20.48M$2.65No quote
140AWFALLIANCEBERNSTEIN GBL HGH IN0.05%-1,451,730$18.79MNo quoteNo quote
141NLNKNEWLINK GENETICS CORP0.04%Add +6.3%2,447,390$18.12MNo quoteNo quote
142AUANGLOGOLD ASHANTI LTD0.04%-1,840,964$17.89M$9.72No quote
143KOPNKOPIN CORP0.04%Reduce -8.3%4,795,729$17.79MNo quoteNo quote
144NGNOVAGOLD RES INC0.04%-3,796,285$17.31M$4.56No quote
145STXSEAGATE TECHNOLOGY PLC0.04%Reduce -0.1%443,500$17.19M$38.75No quote
146THCTENET HEALTHCARE CORP0.04%New778,655$15.06M$19.34No quote
147ARQLARQULE INC0.04%Add +8.6%11,847,575$14.69MNo quoteNo quote
148PRGOPERRIGO CO PLC0.04%Add +712.5%39,000$14.63M$375.15No quote
149NSNUSTAR ENERGY LP0.03%-291,400$13.59MNo quoteNo quote
150SEMGSEMGROUP CORP0.03%Reduce -61.9%459,123$12.4MNo quoteNo quote
151IHCINDEPENDENCE HLDG CO NEW0.03%-594,859$12.17MNo quoteNo quote
152ECAENCANA CORP0.03%-1,363,439$12MNo quoteNo quote
153UFSDOMTAR CORP0.03%New271,628$10.44MNo quoteNo quote
154GBDCGOLUB CAP BDC INC0.02%Add +58.2%543,700$10.4MNo quoteNo quote
155VRXVALEANT PHARMACEUTICALS INTL0.02%Reduce -10.1%551,300$9.54MNo quoteNo quote
156CUICUI GLOBAL INC0.02%-2,400,542$9.22MNo quoteNo quote
157LSXMKLIBERTY MEDIA CORP DELAWARE0.02%-205,284$8.56MNo quoteNo quote
158MTBM & T BK CORP0.02%Add +7.7%49,358$7.99M$161.96No quote
159AGUAGRIUM INC0.02%New75,354$6.82MNo quoteNo quote
160PBIPITNEY BOWES INC0.02%Reduce -63.3%441,819$6.67M$15.10No quote
161MGMMGM RESORTS INTERNATIONAL0.01%New188,445$5.9M$31.29No quote
162INVEIDENTIV INC0.01%Add +1584.6%1,095,000$5.75MNo quoteNo quote
163LUKLEUCADIA NATL CORP0.01%-211,000$5.52MNo quoteNo quote
164DFDEAN FOODS CO NEW0.01%Reduce -75.0%315,785$5.37MNo quoteNo quote
165KLICKULICKE & SOFFA INDS INC0.01%Reduce -3.8%278,717$5.3M$19.02No quote
166ARDMARADIGM CORP0.01%-3,854,730$5.2MNo quoteNo quote
167IBMINTERNATIONAL BUSINESS MACHS0.01%Add +69.8%32,122$4.94M$153.82No quote
168ARCWARC GROUP WORLDWIDE INC0.01%Add +7.0%1,695,576$4.92MNo quoteNo quote
169GPROGOPRO INC0.01%-547,200$4.45M$8.13No quote
170LSXMALIBERTY MEDIA CORP DELAWARE0.01%-102,642$4.31MNo quoteNo quote
171CYDCHINA YUCHAI INTL LTD0.01%Reduce -3.9%235,495$4.29M$18.21No quote
172GILDGILEAD SCIENCES INC0.01%-60,000$4.25M$70.83No quote
173IDNINTELLICHECK INC0.01%Add +0.8%1,068,386$4.15MNo quoteNo quote
174PTIEPAIN THERAPEUTICS INC0.01%Reduce -85.7%943,238$3.89MNo quoteNo quote
175SLVISHARES SILVER TRUST0.01%-236,600$3.72M$15.71No quote
176JNJJOHNSON & JOHNSON0.01%-26,921$3.56M$132.28No quote
177RHRH0.01%Reduce -13.8%54,500$3.52M$64.51No quote
178CKHSEACOR HOLDINGS INC0.01%-96,554$3.31MNo quoteNo quote
179PCYGPARK CITY GROUP INC0.01%-268,461$3.26MNo quoteNo quote
180DALDELTA AIR LINES INC DEL0.01%New2,000$3.11M$1555.00No quote
181KBRKBR INC0.01%-198,600$3.02M$15.22No quote
182VBLTVASCULAR BIOGENICS LTD0.01%Reduce -26.5%655,574$2.92MNo quoteNo quote
183CCJCAMECO CORP0.01%Add +1.6%318,300$2.9M$9.10No quote
184TWTRTWITTER INC0.01%-162,000$2.9MNo quoteNo quote
185UNMUNUM GROUP0.01%-60,000$2.8M$46.63No quote
186THLDTHRESHOLD PHARMACEUTICAL INC0.01%-7,093,802$2.79MNo quoteNo quote
187EZPWEZCORP INC0.01%-362,000$2.79MNo quoteNo quote
188JPMJPMORGAN CHASE & CO0.01%-30,300$2.77M$91.39No quote
189AMPAMERIPRISE FINL INC0.01%Add +100.0%21,324$2.71M$127.27No quote
190CREECREE INC0.01%-108,700$2.68MNo quoteNo quote
191DDSDILLARDS INC0.01%-45,900$2.65MNo quoteNo quote
192PAAPLAINS ALL AMERN PIPELINE L0.01%-100,000$2.63MNo quoteNo quote
193CVICVR ENERGY INC0.01%-116,308$2.53M$21.76No quote
194AGRAVANGRID INC0.01%-55,998$2.47MNo quoteNo quote
195METMETLIFE INC0.01%-41,000$2.25M$54.95No quote
196PFEPFIZER INC0.01%-66,061$2.22M$33.59No quote
197XYLXYLEM INC0.01%-39,100$2.17M$55.42No quote
198OIIOCEANEERING INTL INC0.01%-92,800$2.12MNo quoteNo quote
199SMHISEACOR MARINE HLDGS INC0.00%New97,076$1.98M$20.36No quote
200SMMTSUMMIT THERAPEUTICS PLC0.00%-174,900$1.92MNo quoteNo quote
201FWONKLIBERTY MEDIA CORP DELAWARE0.00%-51,320$1.88M$36.61No quote
202LORLLORAL SPACE & COMMUNICATNS I0.00%-41,350$1.72MNo quoteNo quote
203LBTYALIBERTY GLOBAL PLC0.00%-48,978$1.57M$32.12No quote
204WIWWESTERN ASSET CLYM INFL OPP0.00%-142,100$1.57MNo quoteNo quote
205WPGWASHINGTON PRIME GROUP NEW0.00%-184,000$1.54MNo quoteNo quote
206PMPHILIP MORRIS INTL INC0.00%-13,000$1.53M$117.46No quote
207MNSTMONSTER BEVERAGE CORP NEW0.00%-30,000$1.49M$49.67No quote
208CHLCHINA MOBILE LIMITED0.00%New25,000$1.33MNo quoteNo quote
209AAPLAPPLE INC0.00%-8,606$1.24M$143.97No quote
210ATRAPTARGROUP INC0.00%-14,129$1.23MNo quoteNo quote
211GEGENERAL ELECTRIC CO0.00%-44,301$1.2M$27.02No quote
212FSCFIFTH STREET FINANCE CORP0.00%Add +109.5%228,400$1.11MNo quoteNo quote
213NVSNOVARTIS A G0.00%-12,848$1.07M$83.44No quote
214AMZNAMAZON COM INC0.00%Add +10.9%1,017$984K$967.55No quote
215MOALTRIA GROUP INC0.00%-13,000$968K$74.46No quote
216INTCINTEL CORP0.00%-28,470$961K$33.75No quote
217DRQDRIL-QUIP INC0.00%New19,600$956KNo quoteNo quote
218BBBYQBED BATH & BEYOND INC0.00%New31,100$945KNo quoteNo quote
219FWONALIBERTY MEDIA CORP DELAWARE0.00%-25,658$899K$35.04No quote
220JGHNUVEEN GLOBAL HIGH INCOME FD0.00%Reduce -41.7%52,500$886KNo quoteNo quote
221SNSSSUNESIS PHARMACEUTICALS INC0.00%-319,480$863KNo quoteNo quote
222DGICADONEGAL GROUP INC0.00%Add +2.5%50,703$806KNo quoteNo quote
223DISDISNEY WALT CO0.00%-7,000$744K$106.29No quote
224OMEDONCOMED PHARMACEUTICALS INC0.00%Add +37.6%219,420$731KNo quoteNo quote
225CAGCONAGRA BRANDS INC0.00%-19,762$707K$35.78No quote
226SIGSIGNET JEWELERS LIMITED0.00%New10,600$670KNo quoteNo quote
227LLOEWS CORP0.00%-14,000$655K$46.79No quote
228BMYBRISTOL MYERS SQUIBB CO0.00%Reduce -1.7%11,329$631K$55.70No quote
229HRGHRG GROUP INC0.00%Reduce -11.4%35,000$620KNo quoteNo quote
230WMTWAL-MART STORES INC0.00%-7,686$582K$75.72No quote
231METAFACEBOOK INC0.00%-3,800$574K$151.05No quote
232LAYNLAYNE CHRISTENSEN CO0.00%-65,200$573KNo quoteNo quote
233LILAKLIBERTY GLOBAL PLC0.00%-25,859$554K$21.42No quote
234MRKMERCK & CO INC0.00%-7,790$499K$64.06No quote
235CEFCENTRAL FD CDA LTD0.00%New40,004$493KNo quoteNo quote
236BATRKLIBERTY MEDIA CORP DELAWARE0.00%-20,526$492K$23.97No quote
237STZCONSTELLATION BRANDS INC0.00%Reduce -99.5%2,400$465K$193.75No quote
238WIAWESTERN ASSET CLYM INFL SEC0.00%-40,726$460KNo quoteNo quote
239BASBASIC ENERGY SVCS INC NEW0.00%-17,417$434KNo quoteNo quote
240CHTRCHARTER COMMUNICATIONS INC N0.00%-1,276$430K$336.99No quote
241GERNGERON CORP0.00%-144,700$401KNo quoteNo quote
242LGFBLIONS GATE ENTMNT CORP0.00%-15,166$399KNo quoteNo quote
243MURMURPHY OIL CORP0.00%-14,226$365K$25.66No quote
244CSCOCISCO SYS INC0.00%-10,200$319K$31.27No quote
245LWLAMB WESTON HLDGS INC0.00%-6,587$290K$44.03No quote
246DELDELTIC TIMBER CORP0.00%-3,684$275KNo quoteNo quote
247GDXVANECK VECTORS ETF TR0.00%-11,770$260KNo quoteNo quote
248BATRALIBERTY MEDIA CORP DELAWARE0.00%-10,261$245K$23.88No quote
249MDLZMONDELEZ INTL INC0.00%-5,536$239K$43.17No quote
250PSLVSPROTT PHYSICAL SILVER TR0.00%-37,209$235KNo quoteNo quote
251CTOCONSOLIDATED TOMOKA LD CO0.00%-4,000$228K$57.00No quote
252GFNEW GERMANY FD INC0.00%-13,661$227KNo quoteNo quote
253MUSAMURPHY USA INC0.00%-3,031$225K$74.23No quote
254BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707020.00%-1,150$195KNo quoteNo quote
255CHDCHURCH & DWIGHT INC0.00%-3,600$187K$51.94No quote
256LILALIBERTY GLOBAL PLC0.00%-8,555$186K$21.74No quote
257WPZWILLIAMS PARTNERS L P NEW0.00%-4,622$185KNo quoteNo quote
258KHCKRAFT HEINZ CO0.00%-1,845$158K$85.64No quote
259OXYOCCIDENTAL PETE CORP DEL0.00%-2,522$151K$59.87No quote
260TSLATESLA INC0.00%Add +285.7%405$146K$360.49No quote
261EPDENTERPRISE PRODS PARTNERS L0.00%New4,800$130K$27.08No quote
262UTXUNITED TECHNOLOGIES CORP0.00%-1,060$129KNo quoteNo quote
264PHYSSPROTT PHYSICAL GOLD TRUST0.00%-12,540$127K$10.13No quote
263MDTMEDTRONIC PLC0.00%-1,434$127K$88.56No quote
265QVCALIBERTY INTERACTIVE CORP0.00%-4,375$107KNo quoteNo quote
266VMCVULCAN MATLS CO0.00%-800$101K$126.25No quote
268WFCWELLS FARGO CO NEW0.00%-1,800$100K$55.56No quote
267HONHONEYWELL INTL INC0.00%-750$100K$133.33No quote
269ABEVAMBEV SA0.00%-17,875$98K$5.48No quote
270CVXCHEVRON CORP NEW0.00%-854$89K$104.22No quote
271GIMOGIGAMON INC0.00%-2,000$79KNo quoteNo quote
272ESRXEXPRESS SCRIPTS HLDG CO0.00%-1,168$75KNo quoteNo quote
273OREALTY INCOME CORP0.00%-1,340$74K$55.22No quote
274ILMNILLUMINA INC0.00%-400$69K$172.50No quote
275BAXBAXTER INTL INC0.00%-1,100$67K$60.91No quote
277SENSSENSEONICS HLDGS INC0.00%New35,807$64KNo quoteNo quote
276ATRSANTARES PHARMA INC0.00%-20,000$64KNo quoteNo quote
278ZBHZIMMER BIOMET HLDGS INC0.00%-494$63K$127.53No quote
279JCIJOHNSON CTLS INTL PLC0.00%-1,432$62K$43.30No quote
280BNSBANK N S HALIFAX0.00%-1,000$60K$60.00No quote
281GCVRZSANOFI0.00%-146,402$56KNo quoteNo quote
282SQSQUARE INC0.00%-1,940$46KNo quoteNo quote
283FOXATWENTY FIRST CENTY FOX INC0.00%-1,460$41K$28.08No quote
285FBZFIRST TR EXCH TRD ALPHA FD I0.00%-2,915$40KNo quoteNo quote
284DKSDICKS SPORTING GOODS INC0.00%-1,000$40K$40.00No quote
286SCHWSCHWAB CHARLES CORP NEW0.00%-900$39K$43.33No quote
288REXXREX ENERGY CORPORATION0.00%New13,126$38KNo quoteNo quote
287LBRDKLIBERTY BROADBAND CORP0.00%-440$38K$86.36No quote
289TMOTHERMO FISHER SCIENTIFIC INC0.00%-200$35K$175.00No quote
290GSGOLDMAN SACHS GROUP INC0.00%-151$34K$225.17No quote
292LVNTALIBERTY INTERACTIVE CORP0.00%-634$33KNo quoteNo quote
291CCLCARNIVAL CORP0.00%-500$33K$66.00No quote
293SONYSONY CORP0.00%-800$31K$38.75No quote
294TIMETIME INC NEW0.00%-1,854$27KNo quoteNo quote
295FOXTWENTY FIRST CENTY FOX INC0.00%-920$26K$28.26No quote
296PNRPENTAIR PLC0.00%-359$24K$66.85No quote
298JCPPENNEY J C INC0.00%-5,000$23KNo quoteNo quote
297LEXEALIBERTY EXPEDIA HOLDINGS0.00%-422$23KNo quoteNo quote
300VZVERIZON COMMUNICATIONS INC0.00%-431$19K$44.08No quote
299LBRDALIBERTY BROADBAND CORP0.00%-220$19K$86.36No quote
301KLDXKLONDEX MNS LTD0.00%-5,000$17KNo quoteNo quote
302BCSPRDBARCLAYS BANK PLC0.00%-500$13KNo quoteNo quote
303NUANNUANCE COMMUNICATIONS INC0.00%-700$12KNo quoteNo quote
304HIGHARTFORD FINL SVCS GROUP INC0.00%-200$11K$55.00No quote
305BHIBAKER HUGHES INC0.00%-181$10KNo quoteNo quote
306BPBP PLC0.00%-273$9K$32.97No quote
308VODVODAFONE GROUP PLC NEW0.00%-272$8KNo quoteNo quote
307MNKMALLINCKRODT PUB LTD CO0.00%-187$8KNo quoteNo quote
310TEVATEVA PHARMACEUTICAL INDS LTD0.00%-200$7K$35.00No quote
309PDLIPDL BIOPHARMA INC0.00%-2,800$7KNo quoteNo quote
312SSPRINT CORP0.00%-602$5KNo quoteNo quote
311NWSANEWS CORP NEW0.00%-365$5K$13.70No quote
314TIVOTIVO CORP0.00%-184$3KNo quoteNo quote
313NWSNEWS CORP NEW0.00%-230$3K$13.04No quote
316PBRPETROLEO BRASILEIRO SA PETRO0.00%-200$2K$10.00No quote
315BIDUBAIDU INC0.00%-10$2K$200.00No quote
319GLWCORNING INC0.00%-40$1K$25.00No quote
318CRCCALIFORNIA RES CORP0.00%-122$1K$8.20No quote
317ASIXADVANSIX INC0.00%-30$1K$33.33No quote
341YHOOYAHOO INC-Sold0$0No quoteNo quote
340WMBWILLIAMS COS INC DEL-Sold0$0No quoteNo quote
339VUZIVUZIX CORP-Sold0$0No quoteNo quote
338THSTREEHOUSE FOODS INC-Sold0$0No quoteNo quote
337TKRTIMKEN CO-Sold0$0No quoteNo quote
336SYTSYNGENTA AG-Sold0$0No quoteNo quote
335SPHSUBURBAN PROPANE PARTNERS L-Sold0$0No quoteNo quote
334QSRRESTAURANT BRANDS INTL INC-Sold0$0No quoteNo quote
333MONMONSANTO CO NEW-Sold0$0No quoteNo quote
332LOWLOWES COS INC-Sold0$0No quoteNo quote
331GSKGLAXOSMITHKLINE PLC0.00%-1$0$0.00No quote
330FTRFRONTIER COMMUNICATIONS CORP0.00%-72$0No quoteNo quote
329FFIVF5 NETWORKS INC-Sold0$0No quoteNo quote
328ENBENBRIDGE INC-Sold0$0No quoteNo quote
327DDDU PONT E I DE NEMOURS & CO-Sold0$0No quoteNo quote
326CCCHEMOURS CO-Sold0$0No quoteNo quote
325CDKCDK GLOBAL INC-Sold0$0No quoteNo quote
324BIVVBIOVERATIV INC-Sold0$0No quoteNo quote
323BIIBBIOGEN INC-Sold0$0No quoteNo quote
322AIGAMERICAN INTL GROUP INC-Sold0$0No quoteNo quote
321ALLYALLY FINL INC-Sold0$0No quoteNo quote
320ALRALERE INC-Sold0$0No quoteNo quote

Other instruments

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

1LAYNLAYNE CHRISTENSEN CONOTE 4.250%11/1OTHER1,550,000$1.38M