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  San Juan Basin Rty Tr (SJT)
← All SJT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.02 $5.08–7.80 · VW $6.32i SEC
2021   Q3 1,531,078 0.02 Reduce 62.65% 0.03 $3.75–5.49 · VW $4.77i $7,747,000 SEC
2021   Q2 4,098,935 0.05 $5.14 $21,069,000 SEC
2021   Q1 4,098,935 0.04 $3.96 $16,232,000 SEC
2020   Q4 4,098,935 0.03 Reduce 0.24% <0.01 $2.45–4.25 · VW $3.12i $10,944,000 SEC
2020   Q3 4,108,984 0.03 $2.51 $10,314,000 SEC
2020   Q2 4,108,984 0.03 $2.28 $9,368,000 SEC
2020   Q1 4,108,984 0.03 Reduce 0.09% $1.39–2.96 · VW $2.15i $8,629,000 SEC
2019   Q4 4,112,718 0.03 $2.54 $10,446,000 SEC
2019   Q3 4,112,718 0.04 Reduce 18.80% <0.01 $2.11–3.87 · VW $3.00i $12,420,000 SEC
2019   Q2 5,064,630 0.05 $3.83 $19,398,000 SEC
2019   Q1 5,064,630 0.07 Reduce 0.03% $4.21–5.93 · VW $5.17i $27,197,000 SEC
2018   Q4 5,065,927 0.07 Reduce 0.03% $4.35–6.25 · VW $5.13i $24,316,000 SEC
2018   Q3 5,067,615 0.06 $4.96 $25,135,000 SEC
2018   Q2 5,067,615 0.07 $5.79 $29,341,000 SEC
2018   Q1 5,067,615 0.10 Reduce 0.35% <0.01 $7.77–10.54 · VW $8.74i $40,034,000 SEC
2017   Q4 5,085,656 0.10 $8.24 $41,906,000 SEC
2017   Q3 5,085,656 0.09 $7.84 $39,872,000 SEC
2017   Q2 5,085,656 0.08 Reduce 1.10% <0.01 $6.72–7.88 · VW $7.14i $34,633,000 SEC
2017   Q1 5,142,053 0.09 $7.24 $37,228,000 SEC
2016   Q4 5,142,053 0.09 Reduce 0.01% $5.51–7.11 · VW $6.41i $34,040,000 SEC
2016   Q3 5,142,589 0.08 Reduce 5.53% <0.01 $5.19–7.47 · VW $6.19i $30,341,000 SEC
2016   Q2 5,443,890 0.10 Reduce 0.02% $4.84–7.67 · VW $6.59i $39,577,000 SEC
2016   Q1 5,444,968 0.07 $5.15 $28,042,000 SEC
2015   Q4 5,444,968 0.06 Reduce 1.87% <0.01 $3.99–9.74 · VW $5.96i $22,542,000 SEC
2015   Q3 5,548,678 0.14 Reduce 1.20% <0.01 $8.25–11.41 · VW $9.71i $52,490,000 SEC
2015   Q2 5,615,988 0.15 Reduce 1.24% <0.01 $10.35–12.50 · VW $11.20i $60,316,000 SEC
2015   Q1 5,686,703 0.17 $11.97 $68,070,000 SEC
2014   Q4 5,686,703 0.20 Reduce 0.07% <0.01 $13.62–19.22 · VW $15.70i $81,036,000 SEC
2014   Q3 5,690,766 0.28 Add 2.73% <0.01 $16.25–19.57 · VW $18.27i $108,125,000 SEC
2014   Q2 5,539,701 0.27 Add 0.16% <0.01 $17.33–20.25 · VW $18.96i $106,861,000 SEC
2014   Q1 5,530,621 0.27 Add 0.67% <0.01 $16.44–18.25 · VW $17.45i $97,615,000 SEC
2013   Q4 5,493,614 0.26 Add 0.40% <0.01 $15.50–18.22 · VW $16.82i $91,963,000 SEC
2013   Q3 5,471,564 0.27 Add 1.03% <0.01 $15.51–17.48 · VW $16.32i $87,436,000 SEC
2013   Q2 5,415,564 0.28 Add 3.63% <0.01 $14.01–16.30 · VW $15.45i $86,920,000 SEC
2013   Q1 5,226,000 0.35 Add 14.35% 0.04 $13.54–17.95 · VW $15.54i $79,069,000 SEC
2012   Q4 4,569,990 0.29 $13.41 $61,284,000 SEC
2012   Q3 4,569,990 0.31 $14.17 $64,757,000 SEC
2012   Q2 4,569,990 0.35 $14.99 $68,504,000 SEC
2012   Q1 4,569,990 0.46 Reduce 0.38% <0.01 $17.42–23.16 · VW $19.99i $88,612,000 SEC
2011   Q4 4,587,290 0.61 Reduce 1.00% <0.01 $21.35–25.20 · VW $23.10i $104,407,000 SEC
2011   Q3 4,633,498 0.71 Reduce 1.88% 0.01 $20.42–25.49 · VW $22.96i $106,431,000 SEC
2011   Q2 4,722,184 0.70 Add 1.22% <0.01 $22.65–27.71 · VW $24.82i $113,805,000 SEC
2011   Q1 4,665,287 0.90 Add 0.28% <0.01 $22.51–27.99 · VW $26.02i $128,529,000 SEC
2010   Q4 4,652,087 0.35 Reduce 0.28% <0.01 $22.87–26.28 · VW $24.23i $109,510,000 SEC
2010   Q3 4,665,187 1.02 Add 1.15% 0.01 $20.87–26.63 · VW $24.07i $115,323,000 SEC
2010   Q2 4,612,094 1.15 Buy 1.15 $20.78–28.53 · VW $24.57i $112,581,000 SEC
2010   Q1 0 0.00 Sell 100.00% 1.03 $17.51–23.27 · VW $20.54i SEC
2009   Q4 4,643,894 1.03 Reduce 0.08% <0.01 $16.51–19.87 · VW $17.87i $80,061,000 SEC
2009   Q3 4,647,824 1.07 Add 3.19% 0.03 $12.28–19.39 · VW $16.58i $83,940,000 SEC
2009   Q2 4,504,134 1.04 Add 1.54% 0.02 $13.65–18.34 · VW $15.45i $64,724,000 SEC
2009   Q1 4,435,944 1.19 Add 0.34% <0.01 $13.10–32.73 · VW $20.04i $63,301,000 SEC
2008   Q4 4,420,824 2.58 Reduce 6.95% 0.18 $21.99–39.49 · VW $30.82i $136,913,000 SEC
2008   Q3 4,750,978 2.63 Reduce 1.68% 0.05 $35.11–46.83 · VW $39.99i $180,680,000 SEC
2008   Q2 4,831,970 2.69 Add 39.09% 0.76 $36.41–47.29 · VW $43.32i $223,527,000 SEC
2008   Q1 3,473,962 1.60 Add 13.48% 0.19 $31.67–40.49 · VW $36.46i $129,336,000 SEC
2007   Q4 3,061,220 1.23 Add 93.56% 0.60 $33.00–38.15 · VW $34.84i $102,122,000 SEC
2007   Q3 1,581,520 0.61 Add 362.84% 0.48 $25.00–34.89 · VW $31.23i $53,455,000 SEC
2007   Q2 341,700 0.11 $31.81 $10,869,000 SEC
2007   Q1 341,700 0.12 $31.24 $10,675,000 SEC
2006   Q4 341,700 0.13 $32.85 $11,225,000 SEC
2006   Q3 341,700 0.16 Add 156.72% 0.10 $32.80–41.25 · VW $36.46i $12,069,000 SEC
2006   Q2 133,100 0.07 $38.04 $5,063,000 SEC