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  Total Return Securities, Inc. (SWZ)
← All SWZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q4 0 0.00 Sell 100.00% <0.01 $15.30–18.88 · VW $16.76i SEC
2007   Q3 40,000 <0.01 Reduce 20.59% <0.01 $15.12–18.35 · VW $17.23i $723,000 SEC
2007   Q2 50,369 <0.01 Reduce 37.33% <0.01 $17.16–21.00 · VW $18.59i $897,000 SEC
2007   Q1 80,369 0.02 $20.12 $1,617,000 SEC
2006   Q4 80,369 0.02 $19.10 $1,535,000 SEC
2006   Q3 80,369 0.02 $18.88 $1,517,000 SEC
2006   Q2 80,369 0.02 $16.65 $1,338,000 SEC
Price snapshot:
Current price$5.93
52-week low$5.84
52-week high$6.43