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  Weyerhaeuser Co. (WY)
← All WY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 46,293,464 1.92 Add 23.05% 0.36 $22.41–27.75 · VW $24.89i $1,130,949,331 SEC
2025   Q4 37,621,004 1.57 Add 166.15% 0.98 $21.16–27.60 · VW $24.85i $891,241,585 SEC
2025   Q3 14,135,500 0.64 Reduce 0.07% <0.01 $22.57–26.90 · VW $24.16i $350,419,034 SEC
2025   Q2 14,144,971 0.71 Reduce 1.79% 0.02 $24.92–27.86 · VW $25.94i $363,384,292 SEC
2025   Q1 14,403,091 0.87 Add 0.28% <0.01 $24.10–31.66 · VW $27.22i $421,722,499 SEC
2024   Q4 14,362,306 0.91 Add 1.12% 0.01 $27.06–32.70 · VW $30.13i $404,298,907 SEC
2024   Q3 14,203,506 0.99 Add 0.06% <0.01 $29.69–34.03 · VW $31.63i $480,930,729 SEC
2024   Q2 14,194,696 0.89 Reduce 0.20% <0.01 $26.73–32.18 · VW $30.22i $402,987,418 SEC
2024   Q1 14,222,605 1.16 Reduce 0.38% <0.01 $30.15–36.27 · VW $32.20i $510,733,750 SEC
2023   Q4 14,277,358 1.19 Reduce 0.25% <0.01 $28.26–35.14 · VW $32.06i $496,423,729 SEC
2023   Q3 14,313,347 1.13 Reduce 0.79% <0.01 $28.30–34.10 · VW $30.36i $438,847,219 SEC
2023   Q2 14,427,512 1.24 Reduce 0.34% <0.01 $28.12–35.08 · VW $32.42i $483,465,928 SEC
2023   Q1 14,476,805 1.16 Add 0.12% <0.01 $27.65–36.00 · VW $31.19i $436,186,135 SEC
2022   Q4 14,459,306 1.24 Add 2.78% 0.03 $28.90–34.45 · VW $32.59i $448,238,486 SEC
2022   Q3 14,068,166 1.22 Reduce 3.38% 0.05 $27.37–37.37 · VW $31.89i $401,787,000 SEC
2022   Q2 14,560,878 1.36 Reduce 4.11% 0.06 $32.50–42.41 · VW $37.08i $482,256,000 SEC
2022   Q1 15,185,409 1.41 Reduce 16.63% 0.31 $36.46–43.04 · VW $40.24i $575,527,000 SEC
2021   Q4 18,213,567 1.88 Reduce 1.91% 0.03 $35.56–41.80 · VW $39.26i $750,035,000 SEC
2021   Q3 18,569,015 1.69 Reduce 1.65% 0.03 $33.28–38.29 · VW $35.76i $660,500,000 SEC
2021   Q2 18,880,615 1.62 Reduce 1.34% 0.02 $32.65–41.68 · VW $36.02i $649,871,000 SEC
2021   Q1 19,136,951 1.81 Reduce 12.25% 0.25 $30.87–40.56 · VW $36.73i $681,275,000 SEC
2020   Q4 21,807,696 2.06 Reduce 18.93% 0.44 $27.40–34.71 · VW $31.10i $731,212,000 SEC
2020   Q3 26,900,896 2.30 Reduce 10.62% 0.23 $26.51–31.16 · VW $28.32i $767,214,000 SEC
2020   Q2 30,097,458 2.12 Reduce 26.34% 0.66 $16.05–29.03 · VW $24.30i $675,989,000 SEC
2020   Q1 40,860,956 2.52 Reduce 1.61% 0.06 $13.10–30.94 · VW $21.97i $692,593,000 SEC
2019   Q4 41,529,308 3.43 Reduce 5.03% 0.17 $28.04–31.58 · VW $29.52i $1,254,185,000 SEC
2019   Q3 43,728,615 3.44 Reduce 1.38% 0.04 $24.02–30.06 · VW $27.76i $1,211,283,000 SEC
2019   Q2 44,339,183 3.16 Add 3.20% 0.10 $22.35–27.11 · VW $24.96i $1,167,894,000 SEC
2019   Q1 42,965,089 3.07 Reduce 0.78% 0.02 $24.19–27.60 · VW $26.20i $1,131,700,000 SEC
2018   Q4 43,304,910 2.75 Add 14.18% 0.34 $20.52–27.93 · VW $24.90i $946,645,000 SEC
2018   Q3 37,928,530 3.09 Add 0.04% <0.01 $25.75–35.79 · VW $29.39i $1,223,954,000 SEC
2018   Q2 37,913,948 3.41 Reduce 0.22% <0.01 $33.66–38.39 · VW $35.41i $1,382,343,000 SEC
2018   Q1 37,995,660 3.33 Add 1.00% 0.03 $33.02–37.67 · VW $35.82i $1,329,848,000 SEC
2017   Q4 37,618,469 3.13 Reduce 0.25% <0.01 $34.57–37.89 · VW $36.67i $1,326,427,000 SEC
2017   Q3 37,712,997 2.88 Add 2.59% 0.07 $30.95–36.00 · VW $34.29i $1,283,373,000 SEC
2017   Q2 36,761,190 2.97 Add 3.32% 0.10 $31.80–34.46 · VW $33.09i $1,231,500,000 SEC
2017   Q1 35,579,410 3.00 Add 3.67% 0.11 $30.75–35.50 · VW $33.37i $1,208,988,000 SEC
2016   Q4 34,319,256 2.65 Add 0.07% <0.01 $28.58–33.28 · VW $31.06i $1,032,666,000 SEC
2016   Q3 34,294,947 2.79 Reduce 7.67% 0.22 $29.66–33.17 · VW $30.92i $1,095,381,000 SEC
2016   Q2 37,142,044 2.83 Add 2.90% 0.08 $26.55–33.07 · VW $30.78i $1,105,719,000 SEC
2016   Q1 36,095,122 2.86 Add 136.62% 1.65 $22.06–32.56 · VW $28.91i $1,118,227,000 SEC
2015   Q4 15,254,295 1.17 Reduce 0.47% <0.01 $23.73–32.72 · VW $27.35i $457,324,000 SEC
2015   Q3 15,326,709 1.10 Add 3.88% 0.04 $26.73–31.34 · VW $29.13i $419,032,000 SEC
2015   Q2 14,754,482 1.14 Reduce 1.12% 0.01 $29.63–33.10 · VW $31.14i $464,766,000 SEC
2015   Q1 14,921,414 1.21 Add 0.76% <0.01 $31.25–35.83 · VW $32.86i $494,645,000 SEC
2014   Q4 14,808,163 1.34 Add 0.31% <0.01 $33.77–37.04 · VW $35.55i $531,465,000 SEC
2014   Q3 14,762,657 1.23 Add 2.15% 0.03 $31.09–34.60 · VW $33.18i $470,338,000 SEC
2014   Q2 14,452,044 1.22 Add 1.23% 0.01 $29.54–33.75 · VW $31.54i $478,218,000 SEC
2014   Q1 14,276,974 1.17 Add 0.70% <0.01 $27.48–30.60 · VW $29.31i $419,029,000 SEC
2013   Q4 14,177,820 1.28 Add 1.10% 0.01 $28.56–31.71 · VW $30.05i $447,594,000 SEC
2013   Q3 14,023,220 1.23 Add 1.83% 0.02 $26.64–32.00 · VW $29.69i $401,485,000 SEC
2013   Q2 13,771,501 1.26 Reduce 6.63% 0.13 $26.38–33.24 · VW $29.34i $392,350,000 SEC
2013   Q1 14,749,475 2.02 Reduce 21.35% 0.52 $28.78–32.00 · VW $30.43i $462,839,000 SEC
2012   Q4 18,752,326 2.44 Add 0.84% 0.02 $24.75–31.74 · VW $28.87i $521,690,000 SEC
2012   Q3 18,596,326 2.35 Add 0.23% <0.01 $22.85–28.82 · VW $26.45i $486,108,000 SEC
2012   Q2 18,553,826 2.12 Add 0.98% 0.02 $18.60–23.99 · VW $21.98i $414,864,000 SEC
2012   Q1 18,374,544 2.11 Reduce 13.50% 0.31 $19.68–22.36 · VW $20.80i $402,770,000 SEC
2011   Q4 21,243,427 2.32 Add 17.94% 0.35 $15.40–21.12 · VW $18.85i $396,615,000 SEC
2011   Q3 18,011,782 1.87 Add 14.85% 0.24 $14.82–20.13 · VW $17.64i $280,083,000 SEC
2011   Q2 15,682,278 2.12 Add 0.50% 0.01 $19.50–23.13 · VW $20.87i $342,815,000 SEC
2011   Q1 15,604,795 2.67 Reduce 27.54% 0.36 $21.72–25.33 · VW $23.35i $383,878,000 SEC
2010   Q4 21,535,847 1.30 Add 34.07% 0.33 $16.18–23.29 · VW $20.88i $407,674,000 SEC
2010   Q3 16,062,847 2.24 Add 172.79% 1.42 $15.06–17.73 · VW $16.34i $253,150,000 SEC
2010   Q2 5,888,425 2.11 Buy 2.11 $15.27–50.96 · VW $27.48i $207,273,000 SEC
2010   Q1 0 0.00 Sell 100.00% 1.87 $38.25–53.69 · VW $47.15i SEC
2009   Q4 3,376,853 1.87 Add 2.11% 0.04 $35.82–46.80 · VW $40.84i $145,677,000 SEC
2009   Q3 3,306,953 1.54 Add 4.36% 0.06 $34.37–41.28 · VW $37.33i $121,200,000 SEC
2009   Q2 3,168,853 1.54 Add 1.53% 0.02 $27.07–37.93 · VW $33.35i $96,428,000 SEC
2009   Q1 3,121,093 1.62 Add 44.35% 0.50 $18.67–38.17 · VW $30.70i $86,049,000 SEC
2008   Q4 2,162,230 1.25 Add 10.03% 0.11 $26.22–40.85 · VW $31.47i $66,186,000 SEC
2008   Q3 1,965,080 1.73 Add 16275.67% 1.72 $29.53–65.50 · VW $44.42i $119,045,000 SEC
2008   Q2 12,000 <0.01 $51.17 $614,000 SEC
2008   Q1 12,000 <0.01 $65.00 $780,000 SEC
2007   Q4 12,000 0.01 $73.75 $885,000 SEC
2007   Q3 12,000 0.01 Buy 0.01 $59.67–76.99 · VW $70.86i $868,000 SEC
2007   Q1 0 0.00 Sell 100.00% 0.01 $74.07–87.09 · VW $80.13i SEC
2006   Q4 12,000 0.01 Reduce 92.97% 0.13 $62.00–76.55 · VW $71.18i $848,000 SEC
2006   Q3 170,600 0.14 Reduce 15.75% 0.03 $55.28–65.61 · VW $61.49i $10,497,000 SEC
2006   Q2 202,500 0.17 $62.25 $12,606,000 SEC
Price snapshot:
Current price$23.41
Avg. buy price$24.91
+/- since buy-6.00%
52-week low$20.60
52-week high$27.28