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First Eagle legacy avatar

Jean-Marie Eveillard

First Eagle legacy

First Eagle legacy, Jean-Marie Eveillard's global value and capital-preservation tradition

The First Eagle legacy under Jean-Marie Eveillard is important for global value investing, skepticism toward permanent capital loss, and willingness to hold cash or gold-related exposure when opportunities are scarce.

Sources First Eagle legacy official site SEC EDGAR profile
Global value / capital preservation CIK 1325447
2026-03-31 Latest 13F 20 Current holdings 226 Last 3 periods Change 1 Public materials
Latest 13F snapshot 2026-03-31 · 423 disclosed positions · $75.6B Top five 12.6%: GOOG, BDX, WPM, IMO, META

Performance materials

  • First Eagle fund materials and historical records provide performance context for this legacy profile.

Firm and key people

  • Eveillard built a reputation for disciplined global value investing and capital preservation.
  • His approach emphasized patience, valuation, and avoiding permanent impairment.
  • Current 13F data should be treated as institutional context rather than a direct personal portfolio.

Investment style

  • Prioritize capital preservation and valuation discipline.
  • Look globally for value rather than staying only in US equities.
  • Cash and defensive assets can be part of the process when bargains are scarce.

Public materials

View timeline
Shareholder letters / memos 1
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-12
Stocks Shares Value Weight
GOOG 7,404,648 $2.1B 2.8%
BDX 11,928,111 $1.9B 2.5%
WPM 14,156,511 $1.9B 2.5%
IMO 13,972,305 $1.8B 2.4%
META 3,193,098 $1.8B 2.4%
HCA 3,254,570 $1.5B 2.0%
SLB 28,376,167 $1.5B 1.9%
FMX 12,902,253 $1.4B 1.9%
TSM 3,902,137 $1.3B 1.7%
FNV 5,274,537 $1.3B 1.7%
NEM 12,022,368 $1.3B 1.7%
WTW 4,339,361 $1.3B 1.7%
ORCL 8,435,178 $1.2B 1.6%
ELV 4,132,291 $1.2B 1.6%
BNY 9,868,077 $1.2B 1.5%
CRM 6,132,564 $1.1B 1.5%
WY 46,293,464 $1.1B 1.5%
CMCSA 37,780,637 $1.1B 1.4%
XOM 6,237,614 $1.1B 1.4%
GLD 2,455,741 $1.1B 1.4%

Last 3 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-12
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
ADP New 2026-03-31 Filed 2026-05-12 2,849,784 0 - +$579.0M
BRO New 2026-03-31 Filed 2026-05-12 8,823,162 0 - +$575.4M
B Major reduction 2026-03-31 Filed 2026-05-12 20,571,232 32,114,660 -35.9% -$559.5M
ADI Major reduction 2026-03-31 Filed 2026-05-12 48 2,025,829 -100.0% -$549.4M
CHRW Major reduction 2026-03-31 Filed 2026-05-12 5,729,983 9,074,016 -36.9% -$507.2M
TSM Major reduction 2026-03-31 Filed 2026-05-12 3,902,137 5,938,326 -34.3% -$485.9M
WAT New 2026-03-31 Filed 2026-05-12 1,575,187 0 - +$469.1M
FISV New 2026-03-31 Filed 2026-05-12 7,495,234 0 - +$418.2M
SLB Minor increase 2026-03-31 Filed 2026-05-12 28,376,167 27,718,458 2.4% +$394.4M
BDX Minor increase 2026-03-31 Filed 2026-05-12 11,928,111 11,646,000 2.4% -$384.7M
ORCL Minor increase 2026-03-31 Filed 2026-05-12 8,435,178 8,290,272 1.7% -$375.0M
NE Minor increase 2026-03-31 Filed 2026-05-12 13,561,846 12,195,825 11.2% +$321.1M
CFR New 2026-03-31 Filed 2026-05-12 2,265,874 0 - +$310.6M
ROST Major reduction 2026-03-31 Filed 2026-05-12 16,209 1,464,567 -98.9% -$260.3M
BXP Major increase 2026-03-31 Filed 2026-05-12 9,344,461 3,410,909 174.0% +$254.8M
META Minor increase 2026-03-31 Filed 2026-05-12 3,193,098 3,149,947 1.4% -$252.4M
FNV Minor increase 2026-03-31 Filed 2026-05-12 5,274,537 5,123,444 2.9% +$244.1M
WY Major increase 2026-03-31 Filed 2026-05-12 46,293,464 37,621,004 23.1% +$239.7M
IMO Major reduction 2026-03-31 Filed 2026-05-12 13,972,305 18,605,005 -24.9% +$223.0M
MSFT Major increase 2026-03-31 Filed 2026-05-12 1,325,098 557,601 137.6% +$220.8M
OKE Minor increase 2026-03-31 Filed 2026-05-12 11,679,175 11,365,304 2.8% +$220.3M
IPGP Minor increase 2026-03-31 Filed 2026-05-12 4,593,349 4,487,103 2.4% +$205.1M
ELV Minor increase 2026-03-31 Filed 2026-05-12 4,132,291 4,022,874 2.7% -$200.5M
GOOGL Major reduction 2026-03-31 Filed 2026-05-12 1,198,237 1,727,965 -30.7% -$196.3M
GOOG Minor increase 2026-03-31 Filed 2026-05-12 7,404,648 7,369,114 0.5% -$188.3M
ABEV Minor increase 2026-03-31 Filed 2026-05-12 346,984,557 336,057,984 3.3% +$183.1M
AEM Minor increase 2026-03-31 Filed 2026-05-12 5,193,057 5,192,410 0.0% +$173.7M
EXR Major increase 2026-03-31 Filed 2026-05-12 3,838,691 2,552,053 50.4% +$171.0M
FMX Minor increase 2026-03-31 Filed 2026-05-12 12,902,253 12,507,215 3.2% +$168.8M
HCA Minor reduction 2026-03-31 Filed 2026-05-12 3,254,570 3,646,152 -10.7% -$162.1M
CHTR Major increase 2026-03-31 Filed 2026-05-12 3,580,160 2,969,507 20.6% +$153.0M
UHS Minor increase 2026-03-31 Filed 2026-05-12 4,424,281 4,313,583 2.6% -$148.6M
WTW Minor increase 2026-03-31 Filed 2026-05-12 4,339,361 4,250,802 2.1% -$135.4M
XOM Major reduction 2026-03-31 Filed 2026-05-12 6,237,614 7,753,826 -19.6% +$125.2M
DIS Major increase 2026-03-31 Filed 2026-05-12 5,254,083 3,443,391 52.6% +$114.6M
AXP Minor increase 2026-03-31 Filed 2026-05-12 1,662,628 1,639,846 1.4% -$103.7M
NOV Minor reduction 2026-03-31 Filed 2026-05-12 36,408,359 37,597,874 -3.2% +$97.2M
EXPD Minor reduction 2026-03-31 Filed 2026-05-12 5,945,185 6,312,305 -5.8% -$89.1M
IFF Minor increase 2026-03-31 Filed 2026-05-12 9,314,670 8,831,668 5.5% +$80.6M
TXN Minor increase 2026-03-31 Filed 2026-05-12 3,674,253 3,649,310 0.7% +$80.2M
FNF Major increase 2026-03-31 Filed 2026-05-12 8,880,108 6,102,523 45.5% +$78.7M
GLD Minor reduction 2026-03-31 Filed 2026-05-12 2,455,741 2,474,833 -0.8% +$75.9M
MDT Minor increase 2026-03-31 Filed 2026-05-12 10,044,695 9,775,234 2.8% -$68.6M
NEM Minor reduction 2026-03-31 Filed 2026-05-12 12,022,368 13,717,958 -12.4% -$68.3M
NTR Major reduction 2026-03-31 Filed 2026-05-12 9,988,867 13,307,283 -24.9% -$67.6M
CL Minor increase 2026-03-31 Filed 2026-05-12 8,116,782 7,918,979 2.5% +$66.0M
BIL Major increase 2026-03-31 Filed 2026-05-12 1,363,410 712,283 91.4% +$59.9M
CSL Major increase 2026-03-31 Filed 2026-05-12 793,165 646,162 22.8% +$57.9M
DG Minor increase 2026-03-31 Filed 2026-05-12 4,455,622 4,417,971 0.9% -$57.6M
DE Minor increase 2026-03-31 Filed 2026-05-12 533,025 522,213 2.1% +$57.1M
WDAY Major increase 2026-03-31 Filed 2026-05-12 7,608,713 4,338,773 75.4% +$56.6M
BIO Minor increase 2026-03-31 Filed 2026-05-12 2,602,772 2,570,473 1.3% -$53.3M
PAAS Major reduction 2026-03-31 Filed 2026-05-12 2,417,389 3,488,959 -30.7% -$48.6M
WPM Minor reduction 2026-03-31 Filed 2026-05-12 14,156,511 15,390,108 -8.0% +$46.0M
PPG Minor increase 2026-03-31 Filed 2026-05-12 6,435,076 6,290,622 2.3% +$43.2M
PM Minor increase 2026-03-31 Filed 2026-05-12 5,892,458 5,808,120 1.5% +$42.6M
KGC Major reduction 2026-03-31 Filed 2026-05-12 7,140,993 9,228,855 -22.6% -$41.9M
BNY Minor increase 2026-03-31 Filed 2026-05-12 9,868,077 9,745,637 1.3% +$39.3M
OMC Minor increase 2026-03-31 Filed 2026-05-12 7,303,113 6,352,034 15.0% +$37.1M
AGI Minor reduction 2026-03-31 Filed 2026-05-12 6,169,791 6,173,289 -0.1% +$36.2M
SHEL Major increase 2026-03-31 Filed 2026-05-12 1,057,021 873,572 21.0% +$34.1M
RGLD Minor reduction 2026-03-31 Filed 2026-05-12 917,616 926,123 -0.9% +$27.7M
CMI Minor increase 2026-03-31 Filed 2026-05-12 767,231 754,938 1.6% +$27.4M
EQR Minor increase 2026-03-31 Filed 2026-05-12 9,469,693 9,242,013 2.5% -$22.5M
CCU Minor increase 2026-03-31 Filed 2026-05-12 16,120,458 15,915,910 1.3% -$20.1M
AU Minor reduction 2026-03-31 Filed 2026-05-12 1,490,679 1,491,498 -0.1% +$17.9M
BTI Major increase 2026-03-31 Filed 2026-05-12 1,668,522 1,407,980 18.5% +$17.8M
ORLA Minor reduction 2026-03-31 Filed 2026-05-12 4,767,826 4,769,471 -0.0% +$12.5M
EPD Minor increase 2026-03-31 Filed 2026-05-12 1,941,481 1,915,695 1.3% +$12.0M
BRK.A Minor increase 2026-03-31 Filed 2026-05-12 565 553 2.2% -$11.7M
XRAY Minor increase 2026-03-31 Filed 2026-05-12 15,127,933 14,640,555 3.3% +$8.1M
FERG Minor increase 2026-03-31 Filed 2026-05-12 633,309 629,445 0.6% +$7.6M
DEI Minor increase 2026-03-31 Filed 2026-05-12 13,958,053 12,557,124 11.2% -$6.5M
GFI Minor reduction 2026-03-31 Filed 2026-05-12 3,535,804 3,538,081 -0.1% +$6.1M
CMCSA Minor increase 2026-03-31 Filed 2026-05-12 37,780,637 36,171,945 4.4% +$3.5M
NG Minor reduction 2026-03-31 Filed 2026-05-12 9,172,929 9,177,188 -0.0% -$3.2M
USB Minor increase 2026-03-31 Filed 2026-05-12 9,018,084 8,818,344 2.3% -$1.5M
CRM Major increase 2026-03-31 Filed 2026-05-12 6,132,564 4,319,206 42.0% +$564,774
ORCL Minor reduction 2025-12-31 Filed 2026-02-04 8,290,272 8,839,413 -6.2% -$870.1M
WY Major increase 2025-12-31 Filed 2026-02-04 37,621,004 14,135,500 166.1% +$540.8M
GOOG Minor reduction 2025-12-31 Filed 2026-02-04 7,369,114 7,526,885 -2.1% +$479.3M
BDX Major increase 2025-12-31 Filed 2026-02-04 11,646,000 9,994,408 16.5% +$389.5M
WDAY Major increase 2025-12-31 Filed 2026-02-04 4,338,773 2,310,688 87.8% +$375.6M
META Minor reduction 2025-12-31 Filed 2026-02-04 3,149,947 3,331,952 -5.5% -$367.7M
CRM Major increase 2025-12-31 Filed 2026-02-04 4,319,206 3,690,824 17.0% +$269.5M
OKE Major increase 2025-12-31 Filed 2026-02-04 11,365,304 7,769,215 46.3% +$268.4M
GOOGL Major reduction 2025-12-31 Filed 2026-02-04 1,727,965 3,268,864 -47.1% -$253.8M
CHTR Major increase 2025-12-31 Filed 2026-02-04 2,969,507 1,352,359 119.6% +$247.8M
RGLD Major reduction 2025-12-31 Filed 2026-02-04 926,123 2,247,875 -58.8% -$245.0M
IMO Minor reduction 2025-12-31 Filed 2026-02-04 18,605,005 20,143,872 -7.6% -$218.9M
CMI Major reduction 2025-12-31 Filed 2026-02-04 754,938 1,423,501 -47.0% -$215.9M
EXPD Minor increase 2025-12-31 Filed 2026-02-04 6,312,305 6,280,242 0.5% +$170.7M
IFF Major increase 2025-12-31 Filed 2026-02-04 8,831,668 6,927,070 27.5% +$168.9M
FNV Major increase 2025-12-31 Filed 2026-02-04 5,123,444 4,049,187 26.5% +$160.9M
B Major reduction 2025-12-31 Filed 2026-02-04 32,114,660 38,661,303 -16.9% +$131.7M
ELV Minor increase 2025-12-31 Filed 2026-02-04 4,022,874 3,998,603 0.6% +$118.2M
SLB Minor increase 2025-12-31 Filed 2026-02-04 27,718,458 27,543,894 0.6% +$117.2M
WPM Minor reduction 2025-12-31 Filed 2026-02-04 15,390,108 17,158,963 -10.3% -$110.4M
EXR Major increase 2025-12-31 Filed 2026-02-04 2,552,053 1,577,249 61.8% +$110.0M
NOV Minor reduction 2025-12-31 Filed 2026-02-04 37,597,874 37,609,002 -0.0% +$89.3M
GLD Minor reduction 2025-12-31 Filed 2026-02-04 2,474,833 2,531,196 -2.2% +$81.0M
WTW Minor reduction 2025-12-31 Filed 2026-02-04 4,250,802 4,265,114 -0.3% -$76.6M
ABEV Minor reduction 2025-12-31 Filed 2026-02-04 336,057,984 338,598,724 -0.8% +$75.0M
BIO Minor increase 2025-12-31 Filed 2026-02-04 2,570,473 2,520,319 2.0% +$72.2M
TSM Minor reduction 2025-12-31 Filed 2026-02-04 5,938,326 6,700,008 -11.4% -$66.6M
DEI Minor reduction 2025-12-31 Filed 2026-02-04 12,557,124 13,005,470 -3.4% -$64.5M
PM Minor reduction 2025-12-31 Filed 2026-02-04 5,808,120 6,121,345 -5.1% -$61.3M
CHRW Minor reduction 2025-12-31 Filed 2026-02-04 9,074,016 10,564,999 -14.1% +$59.9M
XOM Minor reduction 2025-12-31 Filed 2026-02-04 7,753,826 7,794,377 -0.5% +$54.3M
NEM Minor reduction 2025-12-31 Filed 2026-02-04 13,717,958 15,633,877 -12.3% +$51.6M
ADI Minor reduction 2025-12-31 Filed 2026-02-04 2,025,829 2,030,651 -0.2% +$50.5M
CMCSA Minor increase 2025-12-31 Filed 2026-02-04 36,171,945 35,926,674 0.7% -$47.6M
USB Minor increase 2025-12-31 Filed 2026-02-04 8,818,344 8,773,278 0.5% +$46.5M
ROST Minor increase 2025-12-31 Filed 2026-02-04 1,464,567 1,430,376 2.4% +$45.9M
NTR Minor increase 2025-12-31 Filed 2026-02-04 13,307,283 13,237,215 0.5% +$44.2M
AXP Minor reduction 2025-12-31 Filed 2026-02-04 1,639,846 1,722,929 -4.8% +$34.4M
TXN Minor increase 2025-12-31 Filed 2026-02-04 3,649,310 3,630,721 0.5% -$34.0M
IPGP Minor increase 2025-12-31 Filed 2026-02-04 4,487,103 4,474,759 0.3% -$33.1M
FNF Minor increase 2025-12-31 Filed 2026-02-04 6,102,523 6,047,767 0.9% -$32.7M
BXP Minor reduction 2025-12-31 Filed 2026-02-04 3,410,909 3,532,527 -3.4% -$32.4M
HCA Minor reduction 2025-12-31 Filed 2026-02-04 3,646,152 3,919,472 -7.0% +$31.8M
DG Major reduction 2025-12-31 Filed 2026-02-04 4,417,971 5,977,005 -26.1% -$31.1M
FMX Minor reduction 2025-12-31 Filed 2026-02-04 12,507,215 12,508,526 -0.0% +$30.4M
CSL Major increase 2025-12-31 Filed 2026-02-04 646,162 536,752 20.4% +$30.1M
BIL Major increase 2025-12-31 Filed 2026-02-04 712,283 400,716 77.8% +$28.3M
AGI Minor reduction 2025-12-31 Filed 2026-02-04 6,173,289 6,248,315 -1.2% +$20.6M
BTG Major reduction 2025-12-31 Filed 2026-02-04 9,708,102 12,870,583 -24.6% -$19.9M
NG Major reduction 2025-12-31 Filed 2026-02-04 9,177,188 11,811,841 -22.3% -$18.4M
AU Major reduction 2025-12-31 Filed 2026-02-04 1,491,498 2,056,440 -27.5% -$17.4M
SHEL Major increase 2025-12-31 Filed 2026-02-04 873,572 668,344 30.7% +$16.4M
PPG Minor increase 2025-12-31 Filed 2026-02-04 6,290,622 6,263,829 0.4% -$13.9M
MSFT Minor increase 2025-12-31 Filed 2026-02-04 557,601 545,853 2.2% -$13.1M
EQR Minor increase 2025-12-31 Filed 2026-02-04 9,242,013 9,197,886 0.5% -$12.8M
XRAY Minor increase 2025-12-31 Filed 2026-02-04 14,640,555 14,181,811 3.2% -$12.6M
MDT Minor increase 2025-12-31 Filed 2026-02-04 9,775,234 9,735,038 0.4% +$11.8M
BRK.A Minor reduction 2025-12-31 Filed 2026-02-04 553 569 -2.8% -$11.7M
BTI Minor increase 2025-12-31 Filed 2026-02-04 1,407,980 1,284,550 9.6% +$11.5M
CCU Minor increase 2025-12-31 Filed 2026-02-04 15,915,910 15,898,984 0.1% +$10.4M
DE Minor increase 2025-12-31 Filed 2026-02-04 522,213 511,840 2.0% +$9.1M
BNY Minor reduction 2025-12-31 Filed 2026-02-04 9,745,637 10,304,933 -5.4% +$8.5M
KGC Minor reduction 2025-12-31 Filed 2026-02-04 9,228,855 10,115,560 -8.8% +$8.5M
ORLA Major reduction 2025-12-31 Filed 2026-02-04 4,769,471 6,719,636 -29.0% -$8.3M
FERG Minor increase 2025-12-31 Filed 2026-02-04 629,445 599,229 5.0% +$5.6M
AEM Minor reduction 2025-12-31 Filed 2026-02-04 5,192,410 5,258,551 -1.3% -$4.9M
CL Minor increase 2025-12-31 Filed 2026-02-04 7,918,979 7,889,103 0.4% -$4.9M
UHS Minor reduction 2025-12-31 Filed 2026-02-04 4,313,583 4,621,171 -6.7% -$4.3M
GFI Minor reduction 2025-12-31 Filed 2026-02-04 3,538,081 3,586,921 -1.4% +$4.0M
EPD Minor increase 2025-12-31 Filed 2026-02-04 1,915,695 1,849,600 3.6% +$3.6M
PAAS Major reduction 2025-12-31 Filed 2026-02-04 3,488,959 4,594,534 -24.1% +$2.9M
OMC Minor increase 2025-12-31 Filed 2026-02-04 6,352,034 6,318,477 0.5% -$2.2M
DIS Minor increase 2025-12-31 Filed 2026-02-04 3,443,391 3,426,467 0.5% -$575,924
NE Minor increase 2025-12-31 Filed 2026-02-04 12,195,825 12,166,208 0.2% +$349,741
WDAY New 2025-09-30 Filed 2025-11-12 2,310,688 0 - +$556.3M
OMC New 2025-09-30 Filed 2025-11-12 6,318,477 0 - +$515.1M
GOOG Minor increase 2025-09-30 Filed 2025-11-12 7,526,885 7,511,577 0.2% +$500.7M
B Minor reduction 2025-09-30 Filed 2025-11-12 38,661,303 39,483,961 -2.1% +$444.9M
CHRW Minor reduction 2025-09-30 Filed 2025-11-12 10,564,999 10,585,623 -0.2% +$383.1M
FNV Major increase 2025-09-30 Filed 2025-11-12 4,049,187 3,202,237 26.4% +$375.0M
BDX Minor increase 2025-09-30 Filed 2025-11-12 9,994,408 8,786,190 13.8% +$357.2M
TSM Minor increase 2025-09-30 Filed 2025-11-12 6,700,008 6,693,025 0.1% +$355.3M
NEM Minor reduction 2025-09-30 Filed 2025-11-12 15,633,877 17,121,534 -8.7% +$320.6M
PM Minor reduction 2025-09-30 Filed 2025-11-12 6,121,345 7,132,119 -14.2% -$306.1M
WPM Minor reduction 2025-09-30 Filed 2025-11-12 17,158,963 18,096,257 -5.2% +$294.0M
AEM Minor reduction 2025-09-30 Filed 2025-11-12 5,258,551 5,271,369 -0.2% +$257.0M
GOOGL Minor reduction 2025-09-30 Filed 2025-11-12 3,268,864 3,280,631 -0.4% +$216.5M
FLS Sold out 2025-09-30 Filed 2025-11-12 0 3,909,570 -100.0% -$204.7M
IMO Minor reduction 2025-09-30 Filed 2025-11-12 20,143,872 20,491,197 -1.7% +$196.0M
PAAS New 2025-09-30 Filed 2025-11-12 4,594,534 0 - +$178.0M
WTW Minor reduction 2025-09-30 Filed 2025-11-12 4,265,114 4,293,549 -0.7% +$157.4M
GLD Minor increase 2025-09-30 Filed 2025-11-12 2,531,196 2,464,780 2.7% +$153.3M
CMCSA Minor increase 2025-09-30 Filed 2025-11-12 35,926,674 35,905,236 0.1% -$152.6M
RGLD Major reduction 2025-09-30 Filed 2025-11-12 2,247,875 3,343,634 -32.8% -$143.8M
TXN Minor reduction 2025-09-30 Filed 2025-11-12 3,630,721 3,871,517 -6.2% -$136.7M
UHS Minor increase 2025-09-30 Filed 2025-11-12 4,621,171 4,620,378 0.0% +$107.8M
KHC Sold out 2025-09-30 Filed 2025-11-12 0 3,974,279 -100.0% -$102.6M
CMI Minor reduction 2025-09-30 Filed 2025-11-12 1,423,501 1,523,048 -6.5% +$102.4M
BIO Minor increase 2025-09-30 Filed 2025-11-12 2,520,319 2,517,313 0.1% +$99.2M
CL Minor increase 2025-09-30 Filed 2025-11-12 7,889,103 7,871,222 0.2% -$84.8M
MDT Minor increase 2025-09-30 Filed 2025-11-12 9,735,038 9,732,218 0.0% +$78.8M
KGC Minor reduction 2025-09-30 Filed 2025-11-12 10,115,560 11,825,153 -14.5% +$66.5M
DG Minor increase 2025-09-30 Filed 2025-11-12 5,977,005 5,975,918 0.0% -$65.8M
GFI Minor increase 2025-09-30 Filed 2025-11-12 3,586,921 3,582,235 0.1% +$65.7M
CHTR Major increase 2025-09-30 Filed 2025-11-12 1,352,359 754,426 79.3% +$63.6M
ABEV Minor reduction 2025-09-30 Filed 2025-11-12 338,598,724 338,661,869 -0.0% -$61.1M
HCA Minor reduction 2025-09-30 Filed 2025-11-12 3,919,472 4,209,857 -6.9% +$57.7M
OKE Major increase 2025-09-30 Filed 2025-11-12 7,769,215 6,256,173 24.2% +$56.2M
NG Minor increase 2025-09-30 Filed 2025-11-12 11,811,841 11,805,442 0.1% +$55.7M
FMX Minor reduction 2025-09-30 Filed 2025-11-12 12,508,526 12,512,881 -0.0% -$54.9M
EXPD Minor increase 2025-09-30 Filed 2025-11-12 6,280,242 6,279,825 0.0% +$52.4M
AGI Minor increase 2025-09-30 Filed 2025-11-12 6,248,315 6,241,116 0.1% +$51.6M
AU Minor increase 2025-09-30 Filed 2025-11-12 2,056,440 2,054,211 0.1% +$51.0M
ORCL Major reduction 2025-09-30 Filed 2025-11-12 8,839,413 11,148,566 -20.7% +$48.6M
IPGP Minor increase 2025-09-30 Filed 2025-11-12 4,474,759 4,467,111 0.2% +$47.7M
ELV Major increase 2025-09-30 Filed 2025-11-12 3,998,603 3,200,146 25.0% +$47.3M
XRAY Minor reduction 2025-09-30 Filed 2025-11-12 14,181,811 14,193,858 -0.1% -$45.4M
AXP Minor reduction 2025-09-30 Filed 2025-11-12 1,722,929 1,931,940 -10.8% -$44.0M
BRK.A Minor reduction 2025-09-30 Filed 2025-11-12 569 649 -12.3% -$43.9M
XOM Minor increase 2025-09-30 Filed 2025-11-12 7,794,377 7,793,152 0.0% +$38.7M
ADI Minor reduction 2025-09-30 Filed 2025-11-12 2,030,651 2,244,833 -9.5% -$35.4M
ROST Minor reduction 2025-09-30 Filed 2025-11-12 1,430,376 1,436,374 -0.4% +$34.7M
DIS Minor increase 2025-09-30 Filed 2025-11-12 3,426,467 3,423,309 0.1% -$32.2M
NOV Minor increase 2025-09-30 Filed 2025-11-12 37,609,002 37,572,394 0.1% +$31.3M
USB Minor increase 2025-09-30 Filed 2025-11-12 8,773,278 8,764,371 0.1% +$27.4M
FNF Minor increase 2025-09-30 Filed 2025-11-12 6,047,767 6,042,327 0.1% +$27.1M
DE Minor reduction 2025-09-30 Filed 2025-11-12 511,840 512,633 -0.2% -$26.6M
IFF Major increase 2025-09-30 Filed 2025-11-12 6,927,070 5,441,094 27.3% +$26.1M
PPG Minor increase 2025-09-30 Filed 2025-11-12 6,263,829 5,560,280 12.7% +$25.9M
EQR Minor increase 2025-09-30 Filed 2025-11-12 9,197,886 9,194,561 0.0% -$25.2M
CSL Minor reduction 2025-09-30 Filed 2025-11-12 536,752 537,448 -0.1% -$24.1M
BXP Minor reduction 2025-09-30 Filed 2025-11-12 3,532,527 3,539,982 -0.2% +$23.8M
NE Minor increase 2025-09-30 Filed 2025-11-12 12,166,208 12,166,096 0.0% +$21.1M
BNY Major reduction 2025-09-30 Filed 2025-11-12 10,304,933 12,552,364 -17.9% -$20.8M
BTG Minor increase 2025-09-30 Filed 2025-11-12 12,870,583 12,856,490 0.1% +$17.1M
SLB Minor increase 2025-09-30 Filed 2025-11-12 27,543,894 27,530,992 0.0% +$16.1M
BTI Minor increase 2025-09-30 Filed 2025-11-12 1,284,550 1,124,502 14.2% +$15.0M
META Minor reduction 2025-09-30 Filed 2025-11-12 3,331,952 3,332,941 -0.0% -$13.1M
WY Minor reduction 2025-09-30 Filed 2025-11-12 14,135,500 14,144,971 -0.1% -$13.0M
CCU Minor increase 2025-09-30 Filed 2025-11-12 15,898,984 15,891,620 0.0% -$12.6M
MSFT Minor increase 2025-09-30 Filed 2025-11-12 545,853 544,978 0.2% +$11.6M
EXR Minor reduction 2025-09-30 Filed 2025-11-12 1,577,249 1,583,614 -0.4% -$11.2M
DEI Minor reduction 2025-09-30 Filed 2025-11-12 13,005,470 13,030,644 -0.2% +$6.5M
NTR Minor reduction 2025-09-30 Filed 2025-11-12 13,237,215 13,268,229 -0.2% +$4.4M
FERG Minor reduction 2025-09-30 Filed 2025-11-12 599,229 600,000 -0.1% +$3.9M
ORLA Minor reduction 2025-09-30 Filed 2025-11-12 6,719,636 6,852,706 -1.9% +$3.6M
CRM Minor increase 2025-09-30 Filed 2025-11-12 3,690,824 3,215,329 14.8% -$2.1M
EPD Minor reduction 2025-09-30 Filed 2025-11-12 1,849,600 1,852,080 -0.1% +$403,991

Public video / Interview / Shareholder letter / Public Q&A

1 reliable public materials
Shareholder letter / fund letter

First Eagle Insights and Commentaries

The official First Eagle insights page provides global value, capital preservation and market commentary data that can be used to track the investment framework under Eveillard's legacy.

  • First Eagle's public profile continues the capital preservation and global decentralization framework and is a suitable update entry for the Eveillard legacy page.
  • Material topics often include valuation, inflation, gold, global equities, and risk management.
  • It does not represent Eveillard's own real-time views, but it represents the institutional continuation of his long-term approach.
  • The official insights page is better for ongoing tracking than scattered interview snippets.
  • This piece of information connects legacy investor background to current human-readable public material.