Jean-Marie Eveillard - First Eagle Investment Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Cavco Inds Inc Del (CVCO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 SEC
2025   Q1 4,728 0.01 Reduce 41.83% <0.01 $519.63 $2,456,811 SEC
2024   Q4 8,128 0.01 Reduce 26.30% <0.01 $446.23 $3,626,957 SEC
2024   Q3 11,028 0.01 Reduce 3.50% <0.01 $428.24 $4,722,631 SEC
2024   Q2 11,428 0.01 Reduce 7.30% <0.01 $346.17 $3,956,031 SEC
2024   Q1 12,328 0.01 Add 28.85% <0.01 $399.06 $4,919,612 SEC
2023   Q4 9,568 0.01 Add 19.63% <0.01 $346.62 $3,316,460 SEC
2023   Q3 7,998 0.01 Reduce 28.94% <0.01 $265.66 $2,124,749 SEC
2023   Q2 11,256 0.01 Reduce 23.72% <0.01 $295.00 $3,320,520 SEC
2023   Q1 14,756 0.01 Reduce 21.74% <0.01 $317.74 $4,688,571 SEC
2022   Q4 18,856 0.01 Add 20.93% <0.01 $226.25 $4,266,170 SEC
2022   Q3 15,592 0.01 Reduce 6.48% <0.01 $205.75 $3,208,000 SEC
2022   Q2 16,672 0.01 Add 83.98% <0.01 $196.02 $3,268,000 SEC
2022   Q1 9,062 0.01 Add 295.20% <0.01 $240.90 $2,183,000 SEC
2021   Q4 2,293 <0.01 Add 158.80% <0.01 $317.49 $728,000 SEC
2021   Q3 886 <0.01 Add 275.42% <0.01 $237.02 $210,000 SEC
2021   Q2 236 <0.01 Buy <0.01 $220.34 $52,000 SEC