Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Orion S.A. (OEC)
← All OEC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 417,388 0.04 $6.50 $2,713,022 SEC
2025   Q4 417,388 0.03 $5.28 $2,203,809 SEC
2025   Q3 417,388 0.04 Add 13.50% <0.01 $7.32–11.62 · VW $9.75i $3,163,801 SEC
2025   Q2 367,751 0.06 Add 9.58% <0.01 $9.59–12.97 · VW $11.21i $3,857,708 SEC
2025   Q1 335,608 0.07 Add 5.38% <0.01 $12.51–16.63 · VW $14.08i $4,339,411 SEC
2024   Q4 318,477 0.07 $15.79 $5,028,752 SEC
2024   Q3 318,477 0.08 $17.81 $5,672,075 SEC
2024   Q2 318,477 0.10 $21.94 $6,987,385 SEC
2024   Q1 318,477 0.11 $23.52 $7,490,579 SEC
2023   Q4 318,477 0.13 $27.73 $8,831,367 SEC
2023   Q3 318,477 0.11 $21.28 $6,777,191 SEC
2023   Q2 318,477 0.10 Reduce 42.43% 0.10 $20.60–26.57 · VW $23.75i $6,758,082 SEC
2023   Q1 553,176 0.23 Reduce 34.55% 0.08 $17.43–26.91 · VW $23.74i $14,432,362 SEC
2022   Q4 845,193 0.24 Add 1.76% <0.01 $12.87–19.37 · VW $16.98i $15,052,887 SEC
2022   Q3 830,548 0.18 Reduce 2.18% <0.01 $13.19–17.88 · VW $15.96i $11,088,000 SEC
2022   Q2 849,020 0.20 $15.53 $13,185,000 SEC
2022   Q1 849,020 0.17 $15.97 $13,559,000 SEC
2021   Q4 849,020 0.19 $18.36 $15,588,000 SEC
2021   Q3 849,020 0.20 Reduce 0.07% <0.01 $16.30–19.39 · VW $17.93i $15,478,000 SEC
2021   Q2 849,620 0.20 Reduce 9.80% 0.02 $17.88–22.45 · VW $19.81i $16,134,000 SEC
2021   Q1 941,920 0.25 Reduce 14.05% 0.03 $15.23–21.05 · VW $18.01i $18,575,000 SEC
2020   Q4 1,095,954 0.24 Reduce 6.15% 0.01 $12.37–17.46 · VW $15.21i $18,785,000 SEC
2020   Q3 1,167,800 0.20 Reduce 31.21% 0.07 $9.82–15.27 · VW $12.11i $14,609,000 SEC
2020   Q2 1,697,620 0.24 Reduce 52.24% 0.19 $6.18–13.55 · VW $9.56i $17,978,000 SEC
2020   Q1 3,554,693 0.37 Add 46.31% 0.12 $5.93–19.71 · VW $12.37i $26,518,000 SEC
2019   Q4 2,429,614 0.44 Reduce 6.94% 0.03 $15.41–20.78 · VW $18.08i $46,892,000 SEC
2019   Q3 2,610,710 0.41 Add 42.46% 0.12 $12.10–21.87 · VW $16.90i $43,625,000 SEC
2019   Q2 1,832,538 0.34 Add 15.23% 0.04 $17.52–21.71 · VW $19.91i $39,235,000 SEC
2019   Q1 1,590,292 0.27 Add 9.47% 0.02 $18.09–28.51 · VW $24.19i $30,200,000 SEC
2018   Q4 1,452,665 0.35 $25.28 $36,723,000 SEC
2018   Q3 1,452,665 0.34 $32.10 $46,631,000 SEC
2018   Q2 1,452,665 0.32 $30.85 $44,815,000 SEC
2018   Q1 1,452,665 0.31 Reduce 4.90% 0.01 $25.40–30.25 · VW $27.96i $39,367,000 SEC
2017   Q4 1,527,513 0.30 Buy 0.30 $22.25–25.70 · VW $24.23i $39,104,000 SEC
Price snapshot:
Current price$6.00
Avg. buy price$15.63
+/- since buy-61.61%
52-week low$4.30
52-week high$11.47