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  Park-Ohio Holdings Corp. (PKOH)
← All PKOH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 481,247 0.02 Add 10.48% <0.01 $21.33–30.45 · VW $26.91i $11,569,178 SEC
2025   Q4 435,605 0.02 Add 5.20% <0.01 $18.06–24.00 · VW $21.54i $9,121,569 SEC
2025   Q3 414,070 0.02 Add 7.27% <0.01 $15.52–22.99 · VW $19.71i $8,794,847 SEC
2025   Q2 386,025 0.01 Add 18.82% <0.01 $16.00–21.56 · VW $17.99i $6,894,407 SEC
2025   Q1 324,893 0.01 Add 25.48% <0.01 $17.90–26.31 · VW $21.37i $7,017,689 SEC
2024   Q4 258,913 0.02 Add 21.79% <0.01 $23.04–34.50 · VW $27.47i $6,801,645 SEC
2024   Q3 212,589 0.01 Add 34.39% <0.01 $26.29–31.42 · VW $28.73i $6,526,482 SEC
2024   Q2 158,189 0.01 Add 41.84% <0.01 $22.74–31.95 · VW $28.64i $4,095,513 SEC
2024   Q1 111,529 0.01 Add 5.04% <0.01 $23.00–27.87 · VW $25.47i $2,975,594 SEC
2023   Q4 106,178 0.01 Reduce 3.89% <0.01 $22.28–28.79 · VW $25.27i $2,862,559 SEC
2023   Q3 110,478 0.01 Add 3.68% <0.01 $17.41–24.60 · VW $21.56i $2,199,617 SEC
2023   Q2 106,559 0.01 Reduce 10.64% <0.01 $12.34–19.57 · VW $17.06i $2,024,621 SEC
2023   Q1 119,251 <0.01 Reduce 15.47% <0.01 $10.90–15.24 · VW $13.04i $1,440,552 SEC
2022   Q4 141,073 <0.01 Reduce 3.51% <0.01 $11.02–15.51 · VW $13.26i $1,725,323 SEC
2022   Q3 146,201 0.01 Reduce 7.79% <0.01 $10.30–21.36 · VW $14.34i $1,654,000 SEC
2022   Q2 158,559 0.01 Add 88.22% <0.01 $9.23–21.21 · VW $16.06i $2,515,000 SEC
2022   Q1 84,241 <0.01 Add 96.64% <0.01 $9.54–20.46 · VW $13.20i $1,185,000 SEC
2021   Q4 42,841 <0.01 Add 328.84% <0.01 $18.50–26.91 · VW $21.88i $907,000 SEC
2021   Q3 9,990 <0.01 Add 509.15% <0.01 $22.51–30.66 · VW $25.50i $255,000 SEC
2021   Q2 1,640 <0.01 Buy <0.01 $28.25–38.50 · VW $31.95i $53,000 SEC
Price snapshot:
Current price$36.58
Avg. buy price$22.30
+/- since buy64.03%
52-week low$15.28
52-week high$39.33