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  Dycom Industries, Inc. (DY)
← All DY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 31,392 0.02 Reduce 16.93% <0.01 $323.79–566.47 · VW $466.75i $10,636,237 SEC
2025   Q4 37,792 0.02 Reduce 18.63% <0.01 $334.56–445.53 · VW $400.04i $12,769,917 SEC
2025   Q3 46,442 0.02 Reduce 25.64% <0.01 $242.55–364.40 · VW $322.83i $13,549,918 SEC
2025   Q2 62,455 0.03 Reduce 0.87% <0.01 $225.79–285.64 · VW $254.63i $15,263,377 SEC
2025   Q1 63,002 0.02 Buy 0.02 $131.37–230.57 · VW $197.29i $9,597,725 SEC
Price snapshot:
Current price$410.11
Avg. buy price$152.34
+/- since buy169.21%
52-week low$233.00
52-week high$566.47