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Focused investors/First Pacific Advisors

First Pacific Advisors

As of Q1 2026, this manager reported 83 long-equity positions worth $7B in aggregate.

It also disclosed $5.5M of put notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.

As of Q1 2026, First Pacific Advisors's First Pacific Advisors held 83 long-equity positions with a reported value of $7B.

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Updated 2026-05-26 from SEC 13F data.

Live quotes available for 52 of 63 rows. Rows without a quote are marked unavailable.

1METAMETA PLATFORMS INC7.53%Reduce -2.0%892,456$522.54M$585.5152w: $340.01 - $638.40; reported $585.51
2GOOGLALPHABET INC7.34%Reduce -4.6%2,689,681$509.16M$189.3052w: $130.67 - $201.42; reported $189.30
3CCITIGROUP INC6.86%Reduce -1.2%6,760,177$475.85M$70.3952w: $50.51 - $73.38; reported $70.39
4ADIANALOG DEVICES INC6.46%Add +0.4%2,110,767$448.45M$212.4652w: $181.81 - $244.14; reported $212.46
5CMCSACOMCAST CORP NEW5.88%Add +0.6%10,868,463$407.89M$37.5352w: $34.14 - $44.15; reported $37.53
6TELTE CONNECTIVITY PLC5.49%Reduce -2.8%2,662,439$380.65M$142.9752w: $128.52 - $159.98; reported $142.97
7GOOGALPHABET INC4.98%Add +0.0%1,816,429$345.92M$190.4452w: $131.55 - $202.88; reported $190.44
8IFFINTERNATIONAL FLAVORS&FRAGRA4.91%Add +0.6%4,029,773$340.72M$84.5552w: $72.94 - $106.77; reported $84.55
9AMZNAMAZON COM INC4.85%Reduce -6.2%1,534,902$336.74M$219.3952w: $144.05 - $233.00; reported $219.39
10WFCWELLS FARGO CO NEW3.82%Reduce -28.5%3,769,719$264.79M$70.2452w: $46.12 - $78.13; reported $70.24
11AONAON PLC3.77%Reduce -0.8%728,493$261.65M$359.1652w: $268.06 - $395.33; reported $359.16
12JEFJEFFERIES FINL GROUP INC3.16%Reduce -28.4%2,801,498$219.64M$78.4052w: $38.77 - $82.04; reported $78.40
13CHTRCHARTER COMMUNICATIONS INC N3.03%Add +0.6%614,122$210.5M$342.7752w: $236.08 - $415.27; reported $342.77
14KMIKINDER MORGAN INC DEL3.00%Reduce -7.1%7,608,900$208.48M$27.4052w: $16.47 - $28.81; reported $27.40
15KMXCARMAX INC2.82%Add +0.6%2,397,062$195.98M$81.7652w: $65.83 - $91.25; reported $81.76
16FERGFERGUSON ENTERPRISES INC2.76%Add +0.4%1,102,740$191.4M$173.5752w: $171.68 - $225.63; reported $173.57
17NXPINXP SEMICONDUCTORS N V2.35%Add +0.6%783,232$162.79M$207.8552w: $201.58 - $296.08; reported $207.85
18MARMARRIOTT INTL INC NEW2.23%Reduce -9.3%555,259$154.88M$278.9452w: $204.55 - $295.45; reported $278.94
19LPLALPL FINL HLDGS INC2.16%Reduce -0.0%458,289$149.64M$326.5152w: $187.19 - $336.40; reported $326.51
20DEIDOUGLAS EMMETT INC1.43%Reduce -2.9%5,338,673$99.09M$18.5652w: $12.36 - $20.50; reported $18.56
21MTNVAIL RESORTS INC1.41%Add +12.4%522,285$97.9M$187.4552w: $165.00 - $236.92; reported $187.45
22ICLRICON PLC1.37%Add +27.7%451,757$94.74M$209.7152w: $183.38 - $347.72; reported $209.71
23WABWABTEC1.29%Reduce -20.2%472,657$89.61M$189.5952w: $123.76 - $207.51; reported $189.59
24AVGOBROADCOM INC1.20%Reduce -44.2%358,276$83.06M$231.8452w: $104.15 - $251.88; reported $231.84
25HWMHOWMET AEROSPACE INC1.15%Reduce -28.5%729,258$79.76MNo quoteNo quote
26NATLNCR ATLEOS CORPORATION1.12%Reduce -0.0%2,289,835$77.67M$33.9252w: $18.41 - $35.50; reported $33.92
27VNOVORNADO RLTY TR1.09%Reduce -6.7%1,797,749$75.58M$42.0452w: $22.42 - $46.63; reported $42.04
28UBERUBER TECHNOLOGIES INC1.04%Reduce -16.9%1,191,597$71.88M$60.3252w: $54.84 - $87.00; reported $60.32
29GPORGULFPORT ENERGY CORP0.91%Reduce -10.0%344,320$63.42M$184.2052w: $119.75 - $185.98; reported $184.20
30BIOBIO RAD LABS INC0.75%Reduce -0.0%157,850$51.86M$328.5152w: $262.12 - $387.99; reported $328.51
31DELLDELL TECHNOLOGIES INC0.69%Reduce -3.2%418,505$48.23M$115.2452w: $74.32 - $179.70; reported $115.24
32VYXNCR VOYIX CORPORATION0.69%Reduce -0.0%3,464,324$47.95M$13.8452w: $10.87 - $17.39; reported $13.84
33NOVNOV INC0.57%New2,705,128$39.49M$14.6052w: $13.95 - $21.23; reported $14.60
34SATSECHOSTAR CORP0.35%Reduce -0.0%1,051,342$24.08M$22.9052w: $11.83 - $30.08; reported $22.90
35PCGPG&E CORP0.31%Reduce -5.8%1,080,427$21.8M$20.1852w: $15.94 - $21.72; reported $20.18
36FBINFORTUNE BRANDS INNOVATIONS I0.24%Add +0.6%247,018$16.88M$68.3352w: $62.54 - $90.54; reported $68.33
37LAURLAUREATE EDUCATION INC0.19%Reduce -11.4%726,055$13.28M$18.2952w: $12.45 - $19.98; reported $18.29
38RUSHARUSH ENTERPRISES INC0.15%-183,942$10.08M$54.7952w: $40.99 - $65.15; reported $54.79
39STGWSTAGWELL INC0.11%Add +4.7%1,123,516$7.39M$6.5852w: $4.88 - $8.18; reported $6.58
40SGOVISHARES TR0.08%Add +35.8%55,996$5.62M$100.3252w: $100.15 - $100.75; reported $100.32
41TDWTIDEWATER INC NEW0.07%-94,961$5.2M$54.7152w: $46.50 - $111.42; reported $54.71
42OECORION S.A.0.07%-318,477$5.03M$15.7952w: $14.94 - $27.73; reported $15.79
43ALGTALLEGIANT TRAVEL CO0.05%-34,186$3.22M$94.1252w: $36.09 - $94.53; reported $94.12
44NFLXNETFLIX INC0.04%Reduce -94.2%2,799$2.49M$891.3252w: $46.19 - $94.17; reported $891.32
45PDLBPONCE FINANCIAL GROUP INC0.03%-181,562$2.36M$13.0052w: $7.89 - $13.43; reported $13.00
46ESGRENSTAR GROUP LIMITED0.03%-6,901$2.22MNo quoteNo quote
47EBCEASTERN BANKSHARES INC0.03%-121,689$2.1M$17.2552w: $12.22 - $19.39; reported $17.25
48PBFSPIONEER BANCORP INC MD0.03%-166,974$1.92M$11.5252w: $8.76 - $12.00; reported $11.52
49NXQUANEX BLDG PRODS CORP0.03%Reduce -47.3%75,057$1.82M$24.2452w: $22.92 - $39.31; reported $24.24
50VTVANGUARD INTL EQUITY INDEX F0.03%Add +13.4%15,064$1.77M$117.4852w: $100.14 - $123.64; reported $117.48
51UPWKUPWORK INC0.02%-104,881$1.71M$16.3552w: $8.43 - $18.14; reported $16.35
52PARRPAR PAC HOLDINGS INC0.02%-71,812$1.18M$16.3952w: $14.84 - $40.70; reported $16.39
53MTALMAC COPPER LIMITED0.01%-66,447$705.67KNo quoteNo quote
54SHCSOTERA HEALTH CO0.01%-45,480$622.17K$13.6852w: $10.71 - $17.44; reported $13.68
55CIGICOLLIERS INTL GROUP INC0.01%Reduce -79.5%3,450$469.1K$135.9752w: $101.01 - $156.96; reported $135.97
58RSVRRESERVOIR MEDIA INC-Sold0$0No quoteNo quote
57IACIAC INC-Sold0$0No quoteNo quote
56HLFHERBALIFE LTD-Sold0$0No quoteNo quote

Other instruments

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

1-WAYFAIR INCNOTE 0.625%10/0OTHER53,978,000$51.75M
2-WAYFAIR INCNOTE 1.000% 8/1OTHER4,976,000$4.6M
5Z 1.5 07/01/23ZILLOW GROUP INCNOTE 2.750% 5/1OTHER0$0
4Z 1.5 07/01/23ZILLOW GROUP INCNOTE 1.375% 9/0OTHER0$0
3UPWKUPWORK INCNOTE 0.250% 8/1OTHER0$0