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  Donaldson Co., Inc. (DCI)
← All DCI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,200 <0.01 $84.87 $271,584 SEC
2025   Q4 3,200 <0.01 $88.66 $283,712 SEC
2025   Q3 3,200 <0.01 Reduce 71.53% <0.01 $78.52–90.94 · VW $86.45i $261,920 SEC
2025   Q2 11,241 <0.01 Reduce 3.24% <0.01 $67.71–83.31 · VW $76.90i $779,563 SEC
2025   Q1 11,617 <0.01 Add 8.40% <0.01 $57.45–71.36 · VW $66.12i $779,036 SEC
2024   Q4 10,717 <0.01 Reduce 0.92% $65.10–78.38 · VW $70.86i $721,790 SEC
2024   Q3 10,817 <0.01 Add 8.53% <0.01 $68.94–78.95 · VW $75.31i $797,213 SEC
2024   Q2 9,967 <0.01 Add 17.72% <0.01 $69.00–78.03 · VW $73.25i $713,239 SEC
2024   Q1 8,467 <0.01 Add 1.20% $70.72–75.98 · VW $73.46i $632,315 SEC
2023   Q4 8,367 <0.01 $65.35 $546,783 SEC
2023   Q3 8,367 <0.01 Add 6.76% <0.01 $57.05–64.91 · VW $60.93i $499,007 SEC
2023   Q2 7,837 <0.01 Add 46.40% <0.01 $58.07–65.21 · VW $62.38i $489,891 SEC
2023   Q1 5,353 <0.01 Add 5097.09% <0.01 $58.06–66.96 · VW $61.18i $349,765 SEC
2022   Q4 103 0.00 $58.86 $6,063 SEC
2022   Q3 103 0.00 Add 134.09% $48.17–61.50 · VW $56.86i $5,000 SEC
2022   Q2 44 0.00 Buy $46.00–57.17 · VW $51.51i $2,000 SEC
Price snapshot:
Current price$89.28
Avg. buy price$65.94
+/- since buy35.40%
52-week low$68.09
52-week high$112.42