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)
← All NOV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 36,408,359 1.16 Reduce 3.16% 0.03 $15.60–20.86 · VW $18.84i $684,841,237 SEC
2025   Q4 37,597,874 1.04 Reduce 0.03% <0.01 $12.29–16.96 · VW $15.01i $587,654,776 SEC
2025   Q3 37,609,002 0.91 Add 0.10% <0.01 $11.78–14.24 · VW $12.99i $498,319,280 SEC
2025   Q2 37,572,394 0.91 Reduce 1.74% 0.02 $10.84–15.48 · VW $12.58i $467,024,859 SEC
2025   Q1 38,239,372 1.20 Add 0.27% <0.01 $13.78–16.66 · VW $14.98i $582,003,238 SEC
2024   Q4 38,136,206 1.25 Add 0.05% <0.01 $13.95–16.86 · VW $15.51i $556,788,609 SEC
2024   Q3 38,118,640 1.25 Add 3.92% 0.05 $15.47–21.20 · VW $18.10i $608,754,674 SEC
2024   Q2 36,680,564 1.55 Reduce 0.08% <0.01 $17.15–20.74 · VW $18.82i $697,297,523 SEC
2024   Q1 36,708,570 1.63 Add 0.14% <0.01 $16.77–21.23 · VW $18.69i $716,551,295 SEC
2023   Q4 36,658,180 1.78 Reduce 0.23% <0.01 $18.29–21.53 · VW $19.73i $743,427,894 SEC
2023   Q3 36,741,033 1.97 Reduce 0.72% 0.01 $15.72–21.91 · VW $20.03i $767,887,590 SEC
2023   Q2 37,007,636 1.52 Reduce 0.51% <0.01 $14.05–19.78 · VW $15.90i $593,602,482 SEC
2023   Q1 37,197,552 1.83 Add 0.07% <0.01 $16.79–24.83 · VW $21.29i $688,526,687 SEC
2022   Q4 37,173,025 2.14 Add 2.97% 0.06 $16.74–24.25 · VW $21.38i $776,544,492 SEC
2022   Q3 36,100,081 1.77 Add 6.37% 0.11 $13.98–19.17 · VW $17.07i $584,099,000 SEC
2022   Q2 33,938,447 1.62 Add 0.08% <0.01 $15.39–21.87 · VW $18.64i $573,899,000 SEC
2022   Q1 33,911,779 1.63 Reduce 0.41% <0.01 $13.62–24.06 · VW $17.82i $665,010,000 SEC
2021   Q4 34,050,900 1.16 Reduce 0.72% <0.01 $11.46–15.85 · VW $13.45i $461,390,000 SEC
2021   Q3 34,299,073 1.15 Reduce 1.51% 0.02 $11.84–15.93 · VW $13.48i $449,661,000 SEC
2021   Q2 34,824,197 1.33 Add 3.71% 0.05 $12.38–18.02 · VW $15.57i $533,507,000 SEC
2021   Q1 33,579,602 1.23 Add 0.05% <0.01 $12.11–17.50 · VW $14.26i $460,712,000 SEC
2020   Q4 33,564,211 1.30 Reduce 0.39% <0.01 $7.70–15.00 · VW $11.19i $460,837,000 SEC
2020   Q3 33,695,069 0.92 Add 41.92% 0.27 $8.96–13.37 · VW $11.37i $305,277,000 SEC
2020   Q2 23,742,048 0.91 Reduce 0.43% <0.01 $8.89–16.53 · VW $12.35i $290,840,000 SEC
2020   Q1 23,843,960 0.85 Add 0.73% <0.01 $8.00–25.81 · VW $16.73i $234,386,000 SEC
2019   Q4 23,671,466 1.62 Reduce 5.39% 0.08 $19.91–25.54 · VW $22.98i $592,970,000 SEC
2019   Q3 25,019,229 1.51 Add 1.00% 0.01 $18.05–24.96 · VW $21.85i $530,408,000 SEC
2019   Q2 24,771,599 1.49 Add 6.59% 0.09 $19.57–29.37 · VW $23.49i $550,673,000 SEC
2019   Q1 23,239,620 1.68 Reduce 1.08% 0.02 $25.11–32.63 · VW $28.32i $619,103,000 SEC
2018   Q4 23,493,626 1.75 Reduce 6.72% 0.18 $24.27–46.64 · VW $33.25i $603,786,000 SEC
2018   Q3 25,186,110 2.74 Reduce 6.64% 0.19 $41.98–49.08 · VW $45.84i $1,085,018,000 SEC
2018   Q2 26,978,390 2.89 Reduce 0.17% <0.01 $35.11–45.08 · VW $40.61i $1,170,862,000 SEC
2018   Q1 27,023,034 2.49 Reduce 0.07% <0.01 $31.77–39.30 · VW $36.09i $994,718,000 SEC
2017   Q4 27,041,180 2.30 Reduce 0.10% <0.01 $31.47–36.22 · VW $34.14i $974,023,000 SEC
2017   Q3 27,068,594 2.17 Add 2.13% 0.05 $29.90–36.48 · VW $32.82i $967,161,000 SEC
2017   Q2 26,505,005 2.10 Add 1.74% 0.04 $31.39–40.33 · VW $34.28i $873,075,000 SEC
2017   Q1 26,052,857 2.59 Add 2.85% 0.07 $36.44–41.90 · VW $39.23i $1,044,459,000 SEC
2016   Q4 25,331,416 2.43 Add 27.04% 0.52 $31.03–43.63 · VW $36.11i $948,408,000 SEC
2016   Q3 19,940,074 1.86 Reduce 12.65% 0.25 $29.79–38.55 · VW $33.90i $732,598,000 SEC
2016   Q2 22,827,516 1.97 Add 3.49% 0.07 $26.86–37.49 · VW $33.48i $768,146,000 SEC
2016   Q1 22,056,659 1.75 Add 6.20% 0.10 $25.74–35.20 · VW $30.87i $685,962,000 SEC
2015   Q4 20,768,045 1.77 Reduce 1.80% 0.04 $32.89–42.62 · VW $36.89i $695,522,000 SEC
2015   Q3 21,147,827 2.08 Add 24.69% 0.41 $34.54–48.47 · VW $40.68i $796,216,000 SEC
2015   Q2 16,960,449 2.00 Add 0.07% <0.01 $47.47–56.64 · VW $51.51i $818,850,000 SEC
2015   Q1 16,949,281 2.07 Add 25.18% 0.42 $46.08–66.02 · VW $53.79i $847,295,000 SEC
2014   Q4 13,540,058 2.23 Add 19.51% 0.36 $60.88–76.73 · VW $68.71i $887,280,000 SEC
2014   Q3 11,329,924 2.25 Add 8.77% 0.18 $75.23–86.55 · VW $81.90i $862,207,000 SEC
2014   Q2 10,416,773 2.18 Add 28.07% 0.48 $69.38–82.75 · VW $74.60i $857,821,000 SEC
2014   Q1 8,133,890 1.59 Add 77.08% 0.69 $65.53–72.43 · VW $68.68i $571,133,000 SEC
2013   Q4 4,593,430 0.94 Add 9.76% 0.08 $69.07–76.38 · VW $72.74i $329,410,000 SEC
2013   Q3 4,185,033 0.90 Add 260.54% 0.65 $61.38–72.38 · VW $66.46i $294,764,000 SEC
2013   Q2 1,160,766 0.23 Reduce 18.36% 0.07 $56.88–64.92 · VW $61.23i $72,116,000 SEC
2013   Q1 1,421,870 0.40 Buy 0.40 $59.12–67.63 · VW $63.14i $90,710,000 SEC
Price snapshot:
Current price$19.13
Avg. buy price$34.85
+/- since buy-45.11%
52-week low$11.50
52-week high$21.46