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  Nov Inc. (NOV)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 36,408,359 1.16 Reduce 3.16% 0.03 $18.81 $684,841,237 SEC
2025   Q4 37,597,874 1.04 Reduce 0.03% <0.01 $15.63 $587,654,776 SEC
2025   Q3 37,609,002 0.91 Add 0.10% <0.01 $13.25 $498,319,280 SEC
2025   Q2 37,572,394 0.91 Reduce 1.74% 0.02 $12.43 $467,024,859 SEC
2025   Q1 38,239,372 1.20 Add 0.27% <0.01 $15.22 $582,003,238 SEC
2024   Q4 38,136,206 1.25 Add 0.05% <0.01 $14.60 $556,788,609 SEC
2024   Q3 38,118,640 1.25 Add 3.92% 0.05 $15.97 $608,754,674 SEC
2024   Q2 36,680,564 1.55 Reduce 0.08% <0.01 $19.01 $697,297,523 SEC
2024   Q1 36,708,570 1.63 Add 0.14% <0.01 $19.52 $716,551,295 SEC
2023   Q4 36,658,180 1.78 Reduce 0.23% <0.01 $20.28 $743,427,894 SEC
2023   Q3 36,741,033 1.97 Reduce 0.72% 0.01 $20.90 $767,887,590 SEC
2023   Q2 37,007,636 1.52 Reduce 0.51% <0.01 $16.04 $593,602,482 SEC
2023   Q1 37,197,552 1.83 Add 0.07% <0.01 $18.51 $688,526,687 SEC
2022   Q4 37,173,025 2.14 Add 2.97% 0.06 $20.89 $776,544,492 SEC
2022   Q3 36,100,081 1.77 Add 6.37% 0.11 $16.18 $584,099,000 SEC
2022   Q2 33,938,447 1.62 Add 0.08% <0.01 $16.91 $573,899,000 SEC
2022   Q1 33,911,779 1.63 Reduce 0.41% <0.01 $19.61 $665,010,000 SEC
2021   Q4 34,050,900 1.16 Reduce 0.72% <0.01 $13.55 $461,390,000 SEC
2021   Q3 34,299,073 1.15 Reduce 1.51% 0.02 $13.11 $449,661,000 SEC
2021   Q2 34,824,197 1.33 Add 3.71% 0.05 $15.32 $533,507,000 SEC
2021   Q1 33,579,602 1.23 Add 0.05% <0.01 $13.72 $460,712,000 SEC
2020   Q4 33,564,211 1.30 Reduce 0.39% <0.01 $13.73 $460,837,000 SEC
2020   Q3 33,695,069 0.92 Add 41.92% 0.27 $9.06 $305,277,000 SEC
2020   Q2 23,742,048 0.91 Reduce 0.43% <0.01 $12.25 $290,840,000 SEC
2020   Q1 23,843,960 0.85 Add 0.73% <0.01 $9.83 $234,386,000 SEC
2019   Q4 23,671,466 1.62 Reduce 5.39% 0.08 $25.05 $592,970,000 SEC
2019   Q3 25,019,229 1.51 Add 1.00% 0.01 $21.20 $530,408,000 SEC
2019   Q2 24,771,599 1.49 Add 6.59% 0.09 $22.23 $550,673,000 SEC
2019   Q1 23,239,620 1.68 Reduce 1.08% 0.02 $26.64 $619,103,000 SEC
2018   Q4 23,493,626 1.75 Reduce 6.72% 0.18 $25.70 $603,786,000 SEC
2018   Q3 25,186,110 2.74 Reduce 6.64% 0.19 $43.08 $1,085,018,000 SEC
2018   Q2 26,978,390 2.89 Reduce 0.17% <0.01 $43.40 $1,170,862,000 SEC
2018   Q1 27,023,034 2.49 Reduce 0.07% <0.01 $36.81 $994,718,000 SEC
2017   Q4 27,041,180 2.30 Reduce 0.10% <0.01 $36.02 $974,023,000 SEC
2017   Q3 27,068,594 2.17 Add 2.13% 0.05 $35.73 $967,161,000 SEC
2017   Q2 26,505,005 2.10 Add 1.74% 0.04 $32.94 $873,075,000 SEC
2017   Q1 26,052,857 2.59 Add 2.85% 0.07 $40.09 $1,044,459,000 SEC
2016   Q4 25,331,416 2.43 Add 27.04% 0.52 $37.44 $948,408,000 SEC
2016   Q3 19,940,074 1.86 Reduce 12.65% 0.25 $36.74 $732,598,000 SEC
2016   Q2 22,827,516 1.97 Add 3.49% 0.07 $33.65 $768,146,000 SEC
2016   Q1 22,056,659 1.75 Add 6.20% 0.10 $31.10 $685,962,000 SEC
2015   Q4 20,768,045 1.77 Reduce 1.80% 0.04 $33.49 $695,522,000 SEC
2015   Q3 21,147,827 2.08 Add 24.69% 0.41 $37.65 $796,216,000 SEC
2015   Q2 16,960,449 2.00 Add 0.07% <0.01 $48.28 $818,850,000 SEC
2015   Q1 16,949,281 2.07 Add 25.18% 0.42 $49.99 $847,295,000 SEC
2014   Q4 13,540,058 2.23 Add 19.51% 0.36 $65.53 $887,280,000 SEC
2014   Q3 11,329,924 2.25 Add 8.77% 0.18 $76.10 $862,207,000 SEC
2014   Q2 10,416,773 2.18 Add 42.03% 0.65 $82.35 $857,821,000 SEC
2014   Q1 7,334,436 1.59 Add 77.08% 0.69 $77.87 $571,133,000 SEC
2013   Q4 4,141,957 0.94 Add 9.76% 0.08 $79.53 $329,410,000 SEC
2013   Q3 3,773,700 0.90 Add 260.54% 0.65 $78.11 $294,764,000 SEC
2013   Q2 1,046,678 0.23 Reduce 18.36% 0.07 $68.90 $72,116,000 SEC
2013   Q1 1,282,119 0.40 Buy 0.40 $70.75 $90,710,000 SEC