First Pacific Advisors as of Sept. 30, 2024
Portfolio Holdings for First Pacific Advisors
First Pacific Advisors holds 62 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Meta Platforms Cl A (META) | 7.2 | $522M | 911k | 572.44 | |
Analog Devices (ADI) | 6.7 | $484M | 2.1M | 230.17 | |
Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $467M | 2.8M | 165.85 | |
Comcast Corp Cl A (CMCSA) | 6.3 | $451M | 11M | 41.77 | |
Citigroup Com New (C) | 5.9 | $428M | 6.8M | 62.60 | |
International Flavors & Fragrances (IFF) | 5.8 | $420M | 4.0M | 104.93 | |
Te Connectivity Ord Shs | 5.7 | $413M | 2.7M | 150.99 | |
Amazon (AMZN) | 4.2 | $305M | 1.6M | 186.33 | |
Alphabet Cap Stk Cl C (GOOG) | 4.2 | $304M | 1.8M | 167.19 | |
Wells Fargo & Company (WFC) | 4.1 | $298M | 5.3M | 56.49 | |
Aon Shs Cl A (AON) | 3.5 | $254M | 734k | 345.99 | |
Jefferies Finl Group (JEF) | 3.3 | $241M | 3.9M | 61.55 | |
Ferguson Enterprises Common Stock New (FERG) | 3.0 | $218M | 1.1M | 198.57 | |
Charter Communications Inc N Cl A (CHTR) | 2.7 | $198M | 611k | 324.08 | |
Nxp Semiconductors N V (NXPI) | 2.6 | $187M | 779k | 240.01 | |
CarMax (KMX) | 2.6 | $184M | 2.4M | 77.38 | |
Kinder Morgan (KMI) | 2.5 | $181M | 8.2M | 22.09 | |
Marriott Intl Cl A (MAR) | 2.1 | $152M | 613k | 248.60 | |
Broadcom (AVGO) | 1.5 | $111M | 642k | 172.50 | |
Uber Technologies (UBER) | 1.5 | $108M | 1.4M | 75.16 | |
Wabtec Corporation (WAB) | 1.5 | $108M | 592k | 181.77 | |
Lpl Financial Holdings (LPLA) | 1.5 | $107M | 458k | 232.63 | |
Howmet Aerospace (HWM) | 1.4 | $102M | 1.0M | 100.25 | |
Icon SHS (ICLR) | 1.4 | $102M | 354k | 287.31 | |
Wayfair Note 0.625%10/0 (Principal) | 1.4 | $100M | 105M | 0.95 | |
Douglas Emmett (DEI) | 1.3 | $97M | 5.5M | 17.57 | |
Vail Resorts (MTN) | 1.1 | $81M | 465k | 174.29 | |
Vornado Rlty Tr Sh Ben Int (VNO) | 1.1 | $76M | 1.9M | 39.40 | |
Ncr Atleos Corporation Com Shs (NATL) | 0.9 | $65M | 2.3M | 28.53 | |
Gulfport Energy Operating Common Shares (GPOR) | 0.8 | $58M | 383k | 151.35 | |
Bio Rad Labs Cl A (BIO) | 0.7 | $53M | 158k | 334.58 | |
Dell Technologies CL C (DELL) | 0.7 | $51M | 432k | 118.54 | |
NCR Corporation (VYX) | 0.7 | $47M | 3.5M | 13.57 | |
Netflix (NFLX) | 0.5 | $34M | 48k | 709.27 | |
Echostar Corp Cl A (SATS) | 0.4 | $26M | 1.1M | 24.82 | |
PG&E Corporation (PCG) | 0.3 | $23M | 1.1M | 19.77 | |
Fortune Brands (FBIN) | 0.3 | $22M | 246k | 89.53 | |
Zillow Group Note 1.375% 9/0 (Principal) | 0.3 | $21M | 14M | 1.47 | |
Laureate Education Common Stock (LAUR) | 0.2 | $14M | 819k | 16.61 | |
Herbalife Com Shs (HLF) | 0.2 | $13M | 1.8M | 7.19 | |
Rush Enterprises Cl A (RUSHA) | 0.1 | $9.7M | 184k | 52.83 | |
Upwork Note 0.250% 8/1 (Principal) | 0.1 | $8.1M | 8.9M | 0.91 | |
Stagwell Com Cl A (STGW) | 0.1 | $7.5M | 1.1M | 7.02 | |
Tidewater (TDW) | 0.1 | $6.8M | 95k | 71.79 | |
Orion Engineered Carbons (OEC) | 0.1 | $5.7M | 319k | 17.81 | |
Wayfair Note 1.000% 8/1 (Principal) | 0.1 | $4.6M | 5.0M | 0.93 | |
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $4.2M | 41k | 100.72 | |
Quanex Building Products Corporation (NX) | 0.1 | $4.0M | 143k | 27.75 | |
Iac Com New (IAC) | 0.0 | $2.6M | 48k | 53.82 | |
Colliers Intl Group Sub Vtg Shs (CIGI) | 0.0 | $2.6M | 17k | 151.81 | |
Enstar Group SHS (ESGR) | 0.0 | $2.2M | 6.9k | 321.59 | |
Zillow Group Note 2.750% 5/1 (Principal) | 0.0 | $2.2M | 2.0M | 1.11 | |
Ponce Financial Group Common Stock (PDLB) | 0.0 | $2.1M | 182k | 11.69 | |
Eastern Bankshares (EBC) | 0.0 | $2.0M | 122k | 16.39 | |
Allegiant Travel Company (ALGT) | 0.0 | $1.9M | 34k | 55.06 | |
Pioneer Bancorp (PBFS) | 0.0 | $1.8M | 167k | 10.97 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.6M | 13k | 119.70 | |
Par Pac Holdings Com New (PARR) | 0.0 | $1.3M | 72k | 17.60 | |
Upwork (UPWK) | 0.0 | $1.1M | 105k | 10.45 | |
Metals Acquisition Ord Shs (MTAL) | 0.0 | $920k | 66k | 13.85 | |
Sotera Health (SHC) | 0.0 | $760k | 46k | 16.70 | |
Reservoir Media (RSVR) | 0.0 | $107k | 13k | 8.11 |