Skip to main content
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.

Get email alerts when First Eagle files a new 13F — sign in or create a free account.

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 195 of 354 rows. Rows without a quote are marked unavailable.

1MSFTMICROSOFT CORP4.89%Reduce -6.8%24,313,586$2.08B$85.54No quote
2ORCLORACLE CORP4.53%Add +0.1%40,738,675$1.93B$47.28No quote
3WYWEYERHAEUSER CO3.12%Reduce -0.3%37,618,469$1.33B$35.26No quote
4SLBSCHLUMBERGER LTD3.03%Add +9.9%19,128,265$1.29B$67.39No quote
5AXPAMERICAN EXPRESS CO3.00%Reduce -0.7%12,851,346$1.28B$99.31No quote
6CMCSACOMCAST CORP NEW2.99%Reduce -0.1%31,727,195$1.27B$40.05No quote
7OMCOMNICOM GROUP INC2.66%Add +2.8%15,518,340$1.13B$72.83No quote
8FTITECHNIPFMC PLC2.56%Add +2.5%34,776,691$1.09B$31.31No quote
9MMM3M CO2.51%Reduce -2.1%4,527,937$1.07B$235.37No quote
10XOMEXXON MOBIL CORP2.49%Add +17.9%12,645,184$1.06B$83.64No quote
11BKBANK NEW YORK MELLON CORP2.48%Reduce -0.9%19,583,093$1.05B$53.86No quote
12POTPOTASH CORP SASK INC2.44%Reduce -12.7%50,179,750$1.04BNo quoteNo quote
13NOVNATIONAL OILWELL VARCO INC2.29%Reduce -0.1%27,041,180$974.02M$36.02No quote
14UNPUNION PAC CORP1.98%Add +0.3%6,265,344$840.18M$134.10No quote
15BBTBB&T CORP1.95%Reduce -0.3%16,656,750$828.17MNo quoteNo quote
16GLDSPDR GOLD TRUST1.86%Add +1.6%6,399,082$791.25M$123.65No quote
17DEDEERE & CO1.81%Reduce -6.7%4,918,838$769.85M$156.51No quote
18ELVANTHEM INC1.66%Add +1.3%3,143,500$707.32M$225.01No quote
19SYFSYNCHRONY FINL1.58%Reduce -1.7%17,366,677$670.53M$38.61No quote
20TDCTERADATA CORP DEL1.55%Reduce -0.8%17,130,309$658.83M$38.46No quote
21USBUS BANCORP DEL1.49%Reduce -0.7%11,814,344$633.01M$53.58No quote
22XLNXXILINX INC1.47%Reduce -0.5%9,269,332$624.94MNo quoteNo quote
23COPCONOCOPHILLIPS1.47%Add +7.2%11,374,088$624.32M$54.89No quote
24LBTYKLIBERTY GLOBAL PLC1.43%Reduce -0.4%17,918,057$606.35M$33.84No quote
25WTWWILLIS TOWERS WATSON PUB LTD1.42%Reduce -0.2%4,020,406$605.84M$150.69No quote
26OAORBITAL ATK INC1.39%Reduce -3.0%4,512,118$593.34MNo quoteNo quote
27AEMAGNICO EAGLE MINES LTD1.35%Add +0.3%12,351,053$572.31M$46.34No quote
28CHRWC H ROBINSON WORLDWIDE INC1.34%Add +0.6%6,407,308$570.83M$89.09No quote
29IMOIMPERIAL OIL LTD1.28%Add +44.6%17,514,595$546.57M$31.21No quote
30FLSFLOWSERVE CORP1.28%Reduce -0.7%12,968,265$546.35M$42.13No quote
31VARVARIAN MED SYS INC1.24%Reduce -0.7%4,744,676$527.37MNo quoteNo quote
32GOLDBARRICK GOLD CORP1.20%Reduce -0.6%35,157,259$508.73MNo quoteNo quote
33WRBBERKLEY W R CORP1.14%Reduce -2.6%6,762,275$484.52M$71.65No quote
34GGGOLDCORP INC NEW1.12%Add +3.6%37,179,979$474.79MNo quoteNo quote
35BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701081.10%Reduce -0.4%1,577$469.32MNo quoteNo quote
36FNVFRANCO NEVADA CORP1.05%Reduce -16.4%5,588,644$446.61M$79.91No quote
37CTASCINTAS CORP1.05%Reduce -15.7%2,858,698$445.47M$155.83No quote
38TXNTEXAS INSTRS INC0.97%Reduce -9.0%3,935,538$411.03M$104.44No quote
39CLCOLGATE PALMOLIVE CO0.95%Reduce -19.1%5,374,756$405.53M$75.45No quote
40TIFTIFFANY & CO NEW0.94%Reduce -0.7%3,827,807$397.9MNo quoteNo quote
41YALLEGHANY CORP DEL0.93%Reduce -0.7%662,300$394.79MNo quoteNo quote
42BROBROWN & BROWN INC0.86%Reduce -2.2%7,102,779$365.51M$51.46No quote
43WPMWHEATON PRECIOUS METALS CORP0.85%Add +1.6%16,312,580$361M$22.13No quote
44UGIUGI CORP NEW0.83%Add +0.6%7,543,104$354.15M$46.95No quote
45CMICUMMINS INC0.82%Reduce -0.6%1,986,510$350.9M$176.64No quote
46PXPRAXAIR INC0.79%Reduce -44.7%2,175,523$336.51MNo quoteNo quote
47CVECENOVUS ENERGY INC0.69%Reduce -0.4%31,942,579$291.64M$9.13No quote
48RGLDROYAL GOLD INC0.68%Reduce -0.3%3,528,086$289.73M$82.12No quote
49ADIANALOG DEVICES INC0.66%Reduce -13.7%3,155,919$280.97M$89.03No quote
50AGUAGRIUM INC0.66%Add +1.7%2,440,231$280.63MNo quoteNo quote
51SMGSCOTTS MIRACLE GRO CO0.62%Reduce -22.9%2,467,282$263.98M$106.99No quote
52GOOGLALPHABET INC0.61%Add +32.0%248,124$261.37M$1053.40No quote
53GOOGALPHABET INC0.58%Reduce -2.2%237,267$248.28M$1046.40No quote
54SUSUNCOR ENERGY INC NEW0.58%Reduce -0.5%6,719,155$246.67M$36.71No quote
55MAMASTERCARD INCORPORATED0.57%Reduce -8.4%1,615,749$244.56M$151.36No quote
56CCUCOMPANIA CERVECERIAS UNIDAS0.51%Add +4.3%7,321,698$216.58M$29.58No quote
57VVISA INC0.48%Reduce -49.5%1,804,150$205.71M$114.02No quote
58CINFCINCINNATI FINL CORP0.48%Reduce -1.0%2,716,644$203.67M$74.97No quote
59DVNDEVON ENERGY CORP NEW0.47%Reduce -0.6%4,856,102$201.04M$41.40No quote
60ADPAUTOMATIC DATA PROCESSING IN0.44%Add +0.4%1,607,959$188.44M$117.19No quote
61NEMNEWMONT MINING CORP0.39%Add +5.7%4,447,155$166.86M$37.52No quote
62HRBBLOCK H & R INC0.39%Add +0.7%6,347,634$166.44M$26.22No quote
63CNQCANADIAN NAT RES LTD0.39%Reduce -6.8%4,651,067$166.2M$35.73No quote
64PKGPACKAGING CORP AMER0.29%Reduce -51.5%1,019,160$122.86M$120.55No quote
65GOLDRANDGOLD RES LTD0.29%Reduce -4.3%1,240,531$122.68MNo quoteNo quote
66MLMMARTIN MARIETTA MATLS INC0.27%-519,735$114.88M$221.04No quote
67APDAIR PRODS & CHEMS INC0.26%Reduce -70.6%679,877$111.55M$164.08No quote
68DCPDCP MIDSTREAM LP0.26%Reduce -2.7%3,020,300$109.73MNo quoteNo quote
69ICLISRAEL CHEMICALS LTD0.25%Reduce -0.6%26,070,912$105.63MNo quoteNo quote
70GDGENERAL DYNAMICS CORP0.24%Reduce -12.7%493,190$100.34M$203.45No quote
71WYNWYNDHAM WORLDWIDE CORP0.22%Add +9.5%801,276$92.84MNo quoteNo quote
72HALOHALOZYME THERAPEUTICS INC0.22%Reduce -29.7%4,531,081$91.8M$20.26No quote
73DNOWNOW INC0.20%Add +1.2%7,871,637$86.82M$11.03No quote
74HPQHP INC0.20%-4,128,320$86.74M$21.01No quote
75TSNTYSON FOODS INC0.19%Add +21.6%987,056$80.02M$81.07No quote
76VCVISTEON CORP0.19%Reduce -6.0%631,315$79M$125.14No quote
77VREXVAREX IMAGING CORP0.17%Reduce -0.8%1,767,444$71M$40.17No quote
78ALBALBEMARLE CORP0.17%Reduce -11.4%495,415$70.41M$142.13No quote
79BBBLACKBERRY LTD0.16%-6,280,301$70.15M$11.17No quote
80MPCMARATHON PETE CORP0.16%Reduce -35.1%1,057,377$69.77M$65.98No quote
81LQLA QUINTA HLDGS INC0.16%Add +6.0%3,510,916$67.75MNo quoteNo quote
82IPINTL PAPER CO0.16%-1,168,935$67.73MNo quoteNo quote
83VSTOVISTA OUTDOOR INC0.16%Reduce -0.8%4,640,912$67.62MNo quoteNo quote
84AWIARMSTRONG WORLD INDS INC NEW0.16%-1,102,533$66.76M$60.55No quote
85WDCWESTERN DIGITAL CORP0.15%Add +92.8%809,528$64.38M$79.53No quote
86TRVTRAVELERS COMPANIES INC0.15%Reduce -0.7%474,333$64.34M$135.64No quote
87EBAYEBAY INC0.15%Reduce -17.0%1,704,591$64.33M$37.74No quote
88KLXIKLX INC0.15%-923,380$63.02MNo quoteNo quote
89FLEXFLEX LTD0.15%Add +8.3%3,486,442$62.72M$17.99No quote
90OLNOLIN CORP0.15%Reduce -2.8%1,762,353$62.71M$35.58No quote
91ADNTADIENT PLC0.13%Add +15.9%701,595$56.26M$80.18No quote
92PNRPENTAIR PLC0.13%Add +202.6%767,203$54.18M$70.62No quote
93ATIALLEGHENY TECHNOLOGIES INC0.13%Add +3.9%2,230,848$53.85M$24.14No quote
94PEPPEPSICO INC0.12%Reduce -59.1%414,721$49.73M$119.92No quote
95EOGEOG RES INC0.11%Reduce -31.8%451,958$48.77M$107.91No quote
96CATCATERPILLAR INC DEL0.11%New305,393$48.12M$157.58No quote
97CVXCHEVRON CORP NEW0.11%Reduce -86.3%359,182$44.97M$125.19No quote
98POSTPOST HLDGS INC0.11%Reduce -37.1%546,753$44.74M$81.82No quote
99BALLBALL CORP0.10%-1,135,411$43.28M$38.11No quote
100UNVRUNIVAR INC0.10%Add +5.4%1,384,421$42.86MNo quoteNo quote
101SJTSAN JUAN BASIN RTY TR0.10%-5,085,656$41.91MNo quoteNo quote
102GCPGCP APPLIED TECHNOLOGIES INC0.10%Reduce -3.8%1,285,041$40.99MNo quoteNo quote
103OROSISKO GOLD ROYALTIES LTD0.10%Reduce -10.6%3,507,037$40.51MNo quoteNo quote
104HUNHUNTSMAN CORP0.09%New1,172,810$39.04M$33.29No quote
105SPGIS&P GLOBAL INC0.09%-228,445$38.7M$169.40No quote
106FTSFORTIS INC0.09%Reduce -74.9%997,027$36.56MNo quoteNo quote
107TAHOTAHOE RES INC0.08%-7,516,667$36.05MNo quoteNo quote
108VSMVERSUM MATLS INC0.08%Add +3.4%915,515$34.65MNo quoteNo quote
109FOXATWENTY FIRST CENTY FOX INC0.08%Add +67177.3%982,249$33.92M$34.53No quote
110NGDNEW GOLD INC CDA0.08%-10,007,331$32.88MNo quoteNo quote
111EGRXEAGLE PHARMACEUTICALS INC0.08%-601,505$32.13MNo quoteNo quote
112ICEINTERCONTINENTAL EXCHANGE IN0.07%Add +30.4%332,150$31.39M$94.52No quote
113PPLPPL CORP0.07%Reduce -84.3%991,862$30.7M$30.95No quote
114TWXTIME WARNER INC0.07%Add +2085.0%324,383$29.67MNo quoteNo quote
115IVACINTEVAC INC0.06%Reduce -1.5%3,963,796$27.15MNo quoteNo quote
116MOHMOLINA HEALTHCARE INC0.06%New339,551$26.04M$76.68No quote
117ARDMARADIGM CORP0.06%-3,854,730$25.83MNo quoteNo quote
118NGLNGL ENERGY PARTNERS LP0.06%Reduce -6.5%1,833,095$25.76MNo quoteNo quote
119MAGMAG SILVER CORP0.06%-1,999,467$24.69MNo quoteNo quote
120ARQLARQULE INC0.06%Add +19.6%14,883,484$24.56MNo quoteNo quote
121TLPTRANSMONTAIGNE PARTNERS L P0.06%Reduce -8.5%611,161$24.11MNo quoteNo quote
122MGMMGM RESORTS INTERNATIONAL0.06%New713,004$23.81M$33.39No quote
123BTGB2GOLD CORP0.06%-7,700,300$23.77M$3.09No quote
124NXPINXP SEMICONDUCTORS N V0.05%Reduce -61.1%189,795$22.22M$117.09No quote
125NLNKNEWLINK GENETICS CORP0.05%Add +6.0%2,646,978$21.47MNo quoteNo quote
126DRRXDURECT CORP0.05%Add +0.2%22,476,546$20.72MNo quoteNo quote
127CRISCURIS INC0.05%Add +4.7%27,758,672$19.43M$0.70No quote
128AGIALAMOS GOLD INC NEW0.05%-2,964,338$19.31M$6.52No quote
129AUANGLOGOLD ASHANTI LTD0.04%-1,840,964$18.76M$10.19No quote
130AWFALLIANCEBERNSTEIN GBL HGH IN0.04%-1,451,730$18.52MNo quoteNo quote
131INVAINNOVIVA INC0.04%Reduce -33.0%1,288,150$18.28MNo quoteNo quote
132NOCNORTHROP GRUMMAN CORP0.04%Reduce -91.5%58,829$18.06M$306.91No quote
133NGNOVAGOLD RES INC0.04%Add +18.9%4,515,161$17.75M$3.93No quote
134PCGPG&E CORP0.04%New369,296$16.56M$44.83No quote
135AABAALTABA INC0.04%Reduce -67.1%225,281$15.74MNo quoteNo quote
136IHCINDEPENDENCE HLDG CO NEW0.04%Add +2.5%570,249$15.65MNo quoteNo quote
137AVGOBROADCOM LTD0.04%New59,764$15.35M$256.89No quote
138OCOWENS CORNING NEW0.04%Reduce -6.7%164,300$15.11M$91.94No quote
139DWDPDOWDUPONT INC0.03%Add +912.8%202,563$14.43MNo quoteNo quote
140CCEPCOCA COLA EUROPEAN PARTNERS0.03%Reduce -94.7%338,076$13.47MNo quoteNo quote
141TGTTARGET CORP0.03%New197,155$12.86M$65.25No quote
142MDCOMEDICINES CO0.03%-465,863$12.74MNo quoteNo quote
143XONINTREXON CORP0.03%-1,102,004$12.7MNo quoteNo quote
144VZVERIZON COMMUNICATIONS INC0.03%Reduce -77.8%232,813$12.32M$52.93No quote
145EFXEQUIFAX INC0.03%New2,500$11.48M$4590.00No quote
146EGOELDORADO GOLD CORP NEW0.03%-7,718,257$11.17M$1.45No quote
147HYACUHAYMAKER ACQUISITION0.02%New1,000,000$9.9MNo quoteNo quote
148GBDCGOLUB CAP BDC INC0.02%-543,700$9.9MNo quoteNo quote
149CUICUI GLOBAL INC0.02%Add +47.0%3,455,542$9.5MNo quoteNo quote
150TXMDTHERAPEUTICSMD INC0.02%New1,568,092$9.47MNo quoteNo quote
151KOPNKOPIN CORP0.02%Reduce -2.1%2,857,918$9.15MNo quoteNo quote
152MTBM & T BK CORP0.02%Reduce -1.2%48,771$8.34M$170.98No quote
153STXSEAGATE TECHNOLOGY PLC0.02%Reduce -35.7%188,600$7.89M$41.84No quote
154NSNUSTAR ENERGY LP0.02%Reduce -7.4%251,400$7.53MNo quoteNo quote
155CASYCASEYS GEN STORES INC0.02%Reduce -82.7%56,530$7.12M$125.95No quote
156KLICKULICKE & SOFFA INDS INC0.02%Reduce -12.4%282,328$6.87M$24.33No quote
157ELLAUDER ESTEE COS INC0.02%Reduce -92.7%51,960$6.61M$127.23No quote
158INVEIDENTIV INC0.02%Add +77.4%1,943,004$6.49MNo quoteNo quote
159MTEMMOLECULAR TEMPLATES INC0.02%-644,890$6.46MNo quoteNo quote
160LSXMKLIBERTY MEDIA CORP DELAWARE0.01%Reduce -12.9%161,344$6.4MNo quoteNo quote
161UFSDOMTAR CORP0.01%Reduce -57.7%118,100$5.85MNo quoteNo quote
162LUKLEUCADIA NATL CORP0.01%-211,000$5.59MNo quoteNo quote
163IBMINTERNATIONAL BUSINESS MACHS0.01%-32,122$4.93M$153.42No quote
164NWLNEWELL BRANDS INC0.01%Add +290.8%156,310$4.83M$30.90No quote
165CHLCHINA MOBILE LIMITED0.01%Add +125.0%90,000$4.55MNo quoteNo quote
166CKHSEACOR HOLDINGS INC0.01%-96,554$4.46MNo quoteNo quote
167CYDCHINA YUCHAI INTL LTD0.01%Reduce -28.0%185,000$4.44M$24.00No quote
168IDNINTELLICHECK INC0.01%Reduce -22.8%1,710,000$4.38MNo quoteNo quote
169GILDGILEAD SCIENCES INC0.01%-60,000$4.28M$71.30No quote
170HRGHRG GROUP INC0.01%Add +3.6%230,500$3.91MNo quoteNo quote
171CCJCAMECO CORP0.01%Add +29.3%411,400$3.8M$9.23No quote
172SLVISHARES SILVER TRUST0.01%-236,600$3.78M$15.99No quote
173JNJJOHNSON & JOHNSON0.01%-26,921$3.76M$139.71No quote
174PTIEPAIN THERAPEUTICS INC0.01%Add +0.0%936,096$3.74MNo quoteNo quote
175AMPAMERIPRISE FINL INC0.01%-21,324$3.61M$169.48No quote
176ARCWARC GROUP WORLDWIDE INC0.01%-1,705,576$3.58MNo quoteNo quote
177DALDELTA AIR LINES INC DEL0.01%-2,000$3.47M$1733.00No quote
178FLFOOT LOCKER INC0.01%Add +29.1%73,300$3.44MNo quoteNo quote
179UNMUNUM GROUP0.01%-60,000$3.29M$54.88No quote
180JPMJPMORGAN CHASE & CO0.01%-30,300$3.24M$106.93No quote
181QCOMQUALCOMM INC0.01%-50,000$3.2M$64.02No quote
182LSXMALIBERTY MEDIA CORP DELAWARE0.01%Reduce -12.9%80,672$3.2MNo quoteNo quote
183BMYBRISTOL MYERS SQUIBB CO0.01%-49,229$3.02M$61.28No quote
184WPGWASHINGTON PRIME GROUP NEW0.01%Add +65.4%415,800$2.96MNo quoteNo quote
185PFEPFIZER INC0.01%Add +19.7%79,061$2.86M$36.23No quote
186AGRAVANGRID INC0.01%-55,998$2.83MNo quoteNo quote
187DDSDILLARDS INC0.01%-45,900$2.76MNo quoteNo quote
188AXTAAXALTA COATING SYS LTD0.01%New80,742$2.61M$32.36No quote
189GPROGOPRO INC0.01%Reduce -37.9%339,597$2.57M$7.57No quote
190PCYGPARK CITY GROUP INC0.01%-268,461$2.56MNo quoteNo quote
191BBBYQBED BATH & BEYOND INC0.01%Add +38.7%105,700$2.32MNo quoteNo quote
192SMMTSUMMIT THERAPEUTICS PLC0.01%Add +11.4%194,900$2.16MNo quoteNo quote
193METMETLIFE INC0.00%-41,000$2.07M$50.56No quote
194PAAPLAINS ALL AMERN PIPELINE L0.00%-100,000$2.06MNo quoteNo quote
195OCSLOAKTREE SPECIALTY LENDING CO0.00%New416,700$2.04M$4.89No quote
196GEGENERAL ELECTRIC CO0.00%Add +35.7%114,101$1.99M$17.45No quote
197VRTVVERITIV CORP0.00%Add +144.6%68,500$1.98MNo quoteNo quote
198OIIOCEANEERING INTL INC0.00%-92,800$1.96MNo quoteNo quote
199MRKMERCK & CO INC0.00%Add +21.6%33,790$1.9M$56.26No quote
200LORLLORAL SPACE & COMMUNICATNS I0.00%-41,350$1.82MNo quoteNo quote
201LBTYALIBERTY GLOBAL PLC0.00%-48,978$1.76M$35.83No quote
202WIWWESTERN ASSET CLYM INFL OPP0.00%-142,100$1.62MNo quoteNo quote
203AAPLAPPLE INC0.00%-9,506$1.61M$169.26No quote
204MMACYS INC0.00%Add +33.8%62,600$1.58M$25.19No quote
205DFDEAN FOODS CO NEW0.00%Add +0.8%131,000$1.51MNo quoteNo quote
206FWONKLIBERTY MEDIA CORP DELAWARE0.00%Reduce -12.9%40,335$1.38M$34.16No quote
207PMPHILIP MORRIS INTL INC0.00%-13,000$1.37M$105.62No quote
208XYLXYLEM INC0.00%Reduce -1.5%20,000$1.36M$68.20No quote
209NVSNOVARTIS A G0.00%Add +23.4%15,848$1.33M$83.99No quote
210INTCINTEL CORP0.00%Reduce -0.6%28,296$1.31M$46.15No quote
211AMZNAMAZON COM INC0.00%Add +8.4%1,102$1.29M$1169.69No quote
212MNSTMONSTER BEVERAGE CORP NEW0.00%-20,000$1.27M$63.30No quote
213EXXIENERGY XXI GULF COAST INC0.00%Add +324.1%219,238$1.26MNo quoteNo quote
214ATRAPTARGROUP INC0.00%-14,129$1.22MNo quoteNo quote
215SNSSSUNESIS PHARMACEUTICALS INC0.00%-319,480$1.18MNo quoteNo quote
216GNTXGENTEX CORP0.00%-56,000$1.17M$20.95No quote
217DRQDRIL-QUIP INC0.00%-24,500$1.17MNo quoteNo quote
218DKSDICKS SPORTING GOODS INC0.00%Reduce -29.3%40,300$1.16M$28.73No quote
219SMHISEACOR MARINE HLDGS INC0.00%-97,076$1.14M$11.70No quote
220TISITEAM INC0.00%-75,000$1.12MNo quoteNo quote
221FRGIFIESTA RESTAURANT GROUP INC0.00%-52,600$999KNo quoteNo quote
222DGICADONEGAL GROUP INC0.00%Reduce -8.7%56,820$983KNo quoteNo quote
223MOALTRIA GROUP INC0.00%-13,000$928K$71.38No quote
224OMEDONCOMED PHARMACEUTICALS INC0.00%-219,420$900KNo quoteNo quote
225VBLTVASCULAR BIOGENICS LTD0.00%Reduce -56.3%120,000$852KNo quoteNo quote
226SIGSIGNET JEWELERS LIMITED0.00%Reduce -3.9%15,000$848KNo quoteNo quote
227LAYNLAYNE CHRISTENSEN CO0.00%-65,200$818KNo quoteNo quote
228TNKTEEKAY TANKERS LTD0.00%-562,200$787KNo quoteNo quote
229WMTWAL-MART STORES INC0.00%-7,686$759K$98.75No quote
230DISDISNEY WALT CO0.00%-7,000$753K$107.57No quote
231CAGCONAGRA BRANDS INC0.00%-19,762$744K$37.65No quote
232LLOEWS CORP0.00%-14,000$700K$50.00No quote
233METAFACEBOOK INC0.00%-3,800$671K$176.58No quote
234FWONALIBERTY MEDIA CORP DELAWARE0.00%Reduce -12.9%20,166$660K$32.73No quote
235STZCONSTELLATION BRANDS INC0.00%-2,400$549K$228.75No quote
236LILAKLIBERTY LATIN AMERICA LTD0.00%New25,859$514K$19.88No quote
237WIAWESTERN ASSET CLYM INFL SEC0.00%-40,726$480KNo quoteNo quote
238MURMURPHY OIL CORP0.00%-14,226$442K$31.07No quote
239MONMONSANTO CO NEW0.00%Reduce -99.0%3,731$436KNo quoteNo quote
240CHTRCHARTER COMMUNICATIONS INC N0.00%-1,276$429K$336.21No quote
241NATNORDIC AMERICAN TANKERS LIMI0.00%-166,000$408KNo quoteNo quote
242CSCOCISCO SYS INC0.00%-10,200$391K$38.33No quote
243TELTE CONNECTIVITY LTD0.00%Reduce -99.3%4,094$389K$95.02No quote
244LWLAMB WESTON HLDGS INC0.00%-6,587$372K$56.47No quote
245BATRKLIBERTY MEDIA CORP DELAWARE0.00%Reduce -12.9%16,133$358K$22.19No quote
246DELDELTIC TIMBER CORP0.00%-3,684$337KNo quoteNo quote
247CEFCENTRAL FD CDA LTD0.00%Reduce -44.8%22,104$296KNo quoteNo quote
248GDXVANECK VECTORS ETF TR0.00%-11,770$274KNo quoteNo quote
249GFNEW GERMANY FD INC0.00%-13,661$266KNo quoteNo quote
250GERNGERON CORP0.00%-144,700$260KNo quoteNo quote
251CTOCONSOLIDATED TOMOKA LD CO0.00%-4,000$254K$63.50No quote
252MUSAMURPHY USA INC0.00%-3,031$244K$80.50No quote
253MDLZMONDELEZ INTL INC0.00%-5,536$237K$42.81No quote
254PSLVSPROTT PHYSICAL SILVER TR0.00%-37,209$236KNo quoteNo quote
255BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707020.00%-1,150$228KNo quoteNo quote
256OXYOCCIDENTAL PETE CORP DEL0.00%-2,522$186K$73.75No quote
257CHDCHURCH & DWIGHT INC0.00%-3,600$181K$50.28No quote
258WPZWILLIAMS PARTNERS L P NEW0.00%-4,622$179KNo quoteNo quote
259BATRALIBERTY MEDIA CORP DELAWARE0.00%Reduce -12.9%8,065$178K$22.07No quote
260LILALIBERTY LATIN AMERICA LTD0.00%New8,555$172K$20.11No quote
261FTRPRFRONTIER COMMUNICATIONS CORP0.00%Reduce -60.8%14,920$161KNo quoteNo quote
262KHCKRAFT HEINZ CO0.00%-1,845$143K$77.51No quote
263UTXUNITED TECHNOLOGIES CORP0.00%-1,060$135KNo quoteNo quote
264PHYSSPROTT PHYSICAL GOLD TRUST0.00%-12,540$133K$10.61No quote
265TSLATESLA INC0.00%-405$126K$311.11No quote
266MDTMEDTRONIC PLC0.00%-1,434$116K$80.89No quote
268HONHONEYWELL INTL INC0.00%-750$115K$153.33No quote
267ABEVAMBEV SA0.00%-17,875$115K$6.43No quote
269WFCWELLS FARGO CO NEW0.00%-1,800$109K$60.56No quote
270QVCALIBERTY INTERACTIVE CORP0.00%-4,375$107KNo quoteNo quote
272VMCVULCAN MATLS CO0.00%-800$103K$128.75No quote
271BABAALIBABA GROUP HLDG LTD0.00%-600$103K$171.67No quote
273ATRSANTARES PHARMA INC0.00%-50,000$100KNo quoteNo quote
274SEESEALED AIR CORP NEW0.00%Reduce -99.2%2,000$99K$49.50No quote
275RIBTRICEBRAN TECHNOLOGIES0.00%Reduce -67.3%65,400$97KNo quoteNo quote
276BHFBRIGHTHOUSE FINL INC0.00%-1,616$95K$58.79No quote
278ILMNILLUMINA INC0.00%-400$87K$217.50No quote
277ESRXEXPRESS SCRIPTS HLDG CO0.00%-1,168$87KNo quoteNo quote
279OREALTY INCOME CORP0.00%-1,340$76K$56.72No quote
280SENSSENSEONICS HLDGS INC0.00%Reduce -22.5%27,216$72KNo quoteNo quote
281BAXBAXTER INTL INC0.00%-1,100$71K$64.55No quote
282SQSQUARE INC0.00%-1,940$67KNo quoteNo quote
283BNSBANK N S HALIFAX0.00%-1,000$65K$65.00No quote
284ZBHZIMMER BIOMET HLDGS INC0.00%-494$60K$121.46No quote
285GCVRZSANOFI0.00%-146,402$56KNo quoteNo quote
286JCIJOHNSON CTLS INTL PLC0.00%-1,432$55K$38.41No quote
287SCHWSCHWAB CHARLES CORP NEW0.00%-900$46K$51.11No quote
289TMOTHERMO FISHER SCIENTIFIC INC0.00%Reduce -99.9%200$38K$190.00No quote
288GSGOLDMAN SACHS GROUP INC0.00%-151$38K$251.66No quote
290LBRDKLIBERTY BROADBAND CORP0.00%-440$37K$84.09No quote
291SONYSONY CORP0.00%-800$36K$45.00No quote
293TIMETIME INC NEW0.00%-1,854$34KNo quoteNo quote
292LVNTALIBERTY INTERACTIVE CORP0.00%-634$34KNo quoteNo quote
294CCLCARNIVAL CORP0.00%-500$33K$66.00No quote
295FOXTWENTY FIRST CENTY FOX INC0.00%-920$31K$33.70No quote
296SHPGSHIRE PLC0.00%-163$25KNo quoteNo quote
298LEXEALIBERTY EXPEDIA HOLDINGS0.00%-422$19KNo quoteNo quote
297LBRDALIBERTY BROADBAND CORP0.00%-220$19K$86.36No quote
299REXXREX ENERGY CORPORATION0.00%-13,126$18KNo quoteNo quote
300JCPPENNEY J C INC0.00%-5,000$16KNo quoteNo quote
302KLDXKLONDEX MNS LTD0.00%-5,000$13KNo quoteNo quote
301BCSPRDBARCLAYS BANK PLC0.00%-500$13KNo quoteNo quote
305NUANNUANCE COMMUNICATIONS INC0.00%-700$11KNo quoteNo quote
304HIGHARTFORD FINL SVCS GROUP INC0.00%-200$11K$55.00No quote
303BPBP PLC0.00%-273$11K$40.29No quote
306VODVODAFONE GROUP PLC NEW0.00%-272$9KNo quoteNo quote
309PDLIPDL BIOPHARMA INC0.00%-2,800$8KNo quoteNo quote
308NAONORDIC AMERN OFFSHORE LTD0.00%-6,802$8KNo quoteNo quote
307LGFBLIONS GATE ENTMNT CORP0.00%Reduce -96.9%261$8KNo quoteNo quote
311NWSANEWS CORP NEW0.00%-365$6K$16.44No quote
310BKRBAKER HUGHES A GE CO0.00%-181$6K$33.15No quote
315TEVATEVA PHARMACEUTICAL INDS LTD0.00%-200$4K$20.00No quote
314SSPRINT CORP0.00%-602$4KNo quoteNo quote
313NWSNEWS CORP NEW0.00%-230$4K$17.39No quote
312MNKMALLINCKRODT PUB LTD CO0.00%-187$4KNo quoteNo quote
316BIDUBAIDU INC0.00%-10$2K$200.00No quote
318GLWCORNING INC0.00%-40$1K$25.00No quote
317ASIXADVANSIX INC0.00%-30$1K$33.33No quote
353VRXVALEANT PHARMACEUTICALS INTL-Sold0$0No quoteNo quote
352URBNURBAN OUTFITTERS INC-Sold0$0No quoteNo quote
351TWTRTWITTER INC-Sold0$0No quoteNo quote
350TIVOTIVO CORP0.00%Reduce -91.1%9$0No quoteNo quote
349TMUST MOBILE US INC-Sold0$0No quoteNo quote
348PXDPIONEER NAT RES CO-Sold0$0No quoteNo quote
347PSXPHILLIPS 66-Sold0$0No quoteNo quote
346PBRPETROLEO BRASILEIRO SA PETRO-Sold0$0No quoteNo quote
345MSGSMADISON SQUARE GARDEN CO NEW-Sold0$0No quoteNo quote
344LILAKLIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
343LILALIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
342KBRKBR INC-Sold0$0No quoteNo quote
341HIBBHIBBETT SPORTS INC-Sold0$0No quoteNo quote
340HSYHERSHEY CO-Sold0$0No quoteNo quote
339HDSHD SUPPLY HLDGS INC-Sold0$0No quoteNo quote
338TVGRUPO TELEVISA SA-Sold0$0No quoteNo quote
337GRAGRACE W R & CO DEL NEW-Sold0$0No quoteNo quote
336GSKGLAXOSMITHKLINE PLC0.00%-1$0$0.00No quote
335GIMOGIGAMON INC-Sold0$0No quoteNo quote
334FTRFRONTIER COMMUNICATIONS CORP0.00%-4$0No quoteNo quote
333FTVFORTIVE CORP-Sold0$0No quoteNo quote
332FBZFIRST TR EXCH TRD ALPHA FD I-Sold0$0No quoteNo quote
331FSCFIFTH STREET FINANCE CORP-Sold0$0No quoteNo quote
330FMCF M C CORP-Sold0$0No quoteNo quote
329EZPWEZCORP INC-Sold0$0No quoteNo quote
328EXPREXPRESS INC-Sold0$0No quoteNo quote
327DHRDANAHER CORP DEL-Sold0$0No quoteNo quote
326COMMCOMMSCOPE HLDG CO INC-Sold0$0No quoteNo quote
325BXEBELLATRIX EXPLORATION LTD-Sold0$0No quoteNo quote
324BASBASIC ENERGY SVCS INC NEW-Sold0$0No quoteNo quote
323TAT&T INC-Sold0$0No quoteNo quote
322AMATAPPLIED MATLS INC-Sold0$0No quoteNo quote
321BUDANHEUSER BUSCH INBEV SA/NV-Sold0$0No quoteNo quote
320APHAMPHENOL CORP NEW-Sold0$0No quoteNo quote
319AMGNAMGEN 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$1.51M