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  Orion Group Holdings, Inc. (ORN)
← All ORN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 $4.85–9.64 · VW $7.00i SEC
2024   Q4 145,962 <0.01 Reduce 11.69% <0.01 $5.27–9.35 · VW $7.41i $1,069,901 SEC
2024   Q3 165,275 <0.01 Reduce 34.92% <0.01 $5.23–12.12 · VW $7.75i $953,637 SEC
2024   Q2 253,975 0.01 Reduce 14.82% <0.01 $6.17–11.00 · VW $9.04i $2,415,302 SEC
2024   Q1 298,149 0.01 Reduce 33.47% <0.01 $4.41–9.84 · VW $7.28i $2,444,822 SEC
2023   Q4 448,131 0.01 Reduce 19.04% <0.01 $4.09–6.07 · VW $4.87i $2,213,767 SEC
2023   Q3 553,552 0.01 Reduce 2.76% <0.01 $2.76–5.49 · VW $4.45i $2,967,039 SEC
2023   Q2 569,283 <0.01 Add 0.50% $2.33–2.97 · VW $2.58i $1,599,685 SEC
2023   Q1 566,474 <0.01 Add 32.97% <0.01 $2.40–3.27 · VW $2.79i $1,467,168 SEC
2022   Q4 426,014 <0.01 Add 166.87% <0.01 $2.10–2.77 · VW $2.45i $1,013,913 SEC
2022   Q3 159,633 <0.01 Reduce 3.91% $2.14–3.35 · VW $2.77i $421,000 SEC
2022   Q2 166,133 <0.01 Add 58.19% <0.01 $2.10–2.95 · VW $2.55i $379,000 SEC
2022   Q1 105,021 <0.01 Add 37.75% <0.01 $2.10–4.21 · VW $2.87i $260,000 SEC
2021   Q4 76,238 <0.01 Add 324.44% <0.01 $3.46–5.50 · VW $4.30i $287,000 SEC
2021   Q3 17,962 <0.01 Add 166.42% <0.01 $4.92–5.98 · VW $5.43i $98,000 SEC
2021   Q2 6,742 <0.01 Buy <0.01 $5.32–6.50 · VW $5.81i $39,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.02 $4.04–7.66 · VW $4.84i SEC
2018   Q3 1,172,237 0.02 Reduce 22.59% <0.01 $7.26–9.83 · VW $8.72i $8,900,000 SEC
2018   Q2 1,514,257 0.04 Reduce 37.22% 0.02 $5.88–8.77 · VW $7.55i $14,355,000 SEC
2018   Q1 2,412,081 0.06 Reduce 31.22% 0.03 $6.11–8.38 · VW $7.06i $23,290,000 SEC
2017   Q4 3,507,037 0.10 Reduce 10.59% 0.01 $6.10–8.37 · VW $7.42i $40,508,000 SEC
2017   Q3 3,922,337 0.11 $12.91 $50,633,000 SEC
2017   Q2 3,922,337 0.12 Reduce 1.72% <0.01 $6.82–8.61 · VW $7.51i $47,955,000 SEC
2017   Q1 3,991,137 0.11 $11.10 $44,293,000 SEC
2016   Q4 3,991,137 0.10 Add 89.10% 0.05 $6.66–10.80 · VW $9.17i $38,869,000 SEC
2016   Q3 2,110,563 0.06 Buy 0.06 $5.15–6.90 · VW $6.05i $23,088,000 SEC
Price snapshot:
Current price$13.35
52-week low$6.44
52-week high$17.40