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  ADTRAN Holdings, Inc. (ADTN)
← All ADTN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,368,707 0.03 Add 10.81% <0.01 $8.50–13.10 · VW $10.57i $17,218,334 SEC
2025   Q4 1,235,207 0.02 Add 2.15% <0.01 $7.11–10.75 · VW $8.99i $10,733,949 SEC
2025   Q3 1,209,207 0.02 Add 6.67% <0.01 $7.95–10.64 · VW $9.38i $11,342,362 SEC
2025   Q2 1,133,607 0.02 Reduce 0.92% <0.01 $6.93–9.17 · VW $8.16i $10,168,455 SEC
2025   Q1 1,144,107 0.02 Reduce 8.24% <0.01 $8.30–12.44 · VW $10.13i $9,976,613 SEC
2024   Q4 1,246,807 0.02 Add 24.46% <0.01 $5.67–9.21 · VW $7.64i $10,385,902 SEC
2024   Q3 1,001,807 0.01 Add 46.93% <0.01 $4.62–6.92 · VW $5.89i $5,940,716 SEC
2024   Q2 681,807 0.01 Add 67.81% <0.01 $4.34–5.87 · VW $5.14i $3,586,305 SEC
2024   Q1 406,307 0.01 Reduce 68.02% 0.01 $5.19–7.66 · VW $6.13i $2,210,310 SEC
2023   Q4 1,270,307 0.02 Add 11.74% <0.01 $4.91–8.56 · VW $6.47i $9,324,053 SEC
2023   Q3 1,136,807 0.02 Add 51.03% <0.01 $7.00–10.96 · VW $8.83i $9,355,922 SEC
2023   Q2 752,711 0.02 Add 119.08% 0.01 $7.90–15.89 · VW $10.05i $7,926,047 SEC
2023   Q1 343,582 0.01 Add 132.06% <0.01 $14.80–20.21 · VW $17.39i $5,449,211 SEC
2022   Q4 148,060 0.01 Add 235.92% <0.01 $18.10–23.21 · VW $20.44i $2,782,047 SEC
2022   Q3 44,076 <0.01 Reduce 60.95% <0.01 $17.37–25.47 · VW $21.80i $863,000 SEC
2022   Q2 112,876 0.01 Add 87.85% <0.01 $16.30–19.85 · VW $17.99i $1,979,000 SEC
2022   Q1 60,089 <0.01 Add 140.49% <0.01 $17.10–23.36 · VW $19.80i $1,109,000 SEC
2021   Q4 24,986 <0.01 Add 47.10% <0.01 $17.43–23.53 · VW $20.48i $570,000 SEC
2021   Q3 16,986 <0.01 Add 583.27% <0.01 $17.53–24.76 · VW $20.85i $319,000 SEC
2021   Q2 2,486 <0.01 Buy <0.01 $16.79–22.31 · VW $19.38i $51,000 SEC
Price snapshot:
Current price$12.43
Avg. buy price$8.53
+/- since buy45.71%
52-week low$7.11
52-week high$19.98