First Pacific Advisors, LP Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$7.2T

Holdings

61

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (61 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
2,422,319$588.9B8.14%
2
METAMETA PLATFORMS INC
710,995$522.1B7.22%
3
ADIANALOG DEVICES INC
1,995,126$490.2B6.78%
4
TELTE CONNECTIVITY PLC
2,119,163$465.2B6.43%
5
TRVCCITIGROUP INC
3,779,115$383.6B5.30%
6
GOOGALPHABET INC
1,483,648$361.3B4.99%
7
CMCSACOMCAST CORP NEW
11,238,728$353.1B4.88%
8
AMZNAMAZON COM INC
1,436,376$315.4B4.36%
9
IFFINTERNATIONAL FLAVORS&FRAGRA
4,903,862$301.8B4.17%
10
AONAON PLC
654,445$233.4B3.23%
11
FERGFERGUSON ENTERPRISES INC
916,385$205.8B2.84%
12
CHTRCHARTER COMMUNICATIONS INC N
646,100$177.7B2.46%
13
BDXBECTON DICKINSON & CO
936,257$175.2B2.42%
14
NXPINXP SEMICONDUCTORS N V
765,060$174.2B2.41%
15
ICLRICON PLC
974,325$170.5B2.36%
16
JEFJEFFERIES FINL GROUP INC
2,580,283$168.8B2.33%
17
FBINFORTUNE BRANDS INNOVATIONS I
2,866,091$153.0B2.12%
18
MTNVAIL RESORTS INC
1,012,933$151.5B2.09%
19
LPLALPL FINL HLDGS INC
443,503$147.5B2.04%
20
MARMARRIOTT INTL INC NEW
450,765$117.4B1.62%
21
KMIKINDER MORGAN INC DEL
4,003,122$113.3B1.57%
22
KMXCARMAX INC
2,481,461$111.3B1.54%
23
BUWABIO RAD LABS INC
394,414$110.6B1.53%
24
WFCWELLS FARGO CO NEW
1,291,639$108.3B1.50%
25
NOVNOV INC
7,946,901$105.3B1.46%
26
TMOTHERMO FISHER SCIENTIFIC INC
214,946$104.3B1.44%
27
SATS 3.875 11/30/30ECHOSTAR CORP
40,000,000$98.4B1.36%
28
UBERUBER TECHNOLOGIES INC
934,963$91.6B1.27%
29
WABWABTEC
436,663$87.5B1.21%
30
DEIDOUGLAS EMMETT INC
5,334,173$83.1B1.15%
31
NATLNCR ATLEOS CORPORATION
2,040,700$80.2B1.11%
32
VNOVORNADO RLTY TR
1,676,513$67.9B0.94%
33
HWMHOWMET AEROSPACE INC
325,984$64.0B0.88%
34
DELLDELL TECHNOLOGIES INC
418,505$59.3B0.82%
35
AVTRAVANTOR INC
4,070,978$50.8B0.70%
36
VYXNCR VOYIX CORPORATION
3,908,807$49.1B0.68%
37
SATSECHOSTAR CORP
527,826$40.3B0.56%Put
38
AVGOBROADCOM INC
114,719$37.8B0.52%
39
GPORGULFPORT ENERGY CORP
171,812$31.1B0.43%
40
PCGPG&E CORP
1,121,221$16.9B0.23%
41
RUSHARUSH ENTERPRISES INC
159,094$8.5B0.12%
42
LAURLAUREATE EDUCATION INC
216,012$6.8B0.09%
43
STGWSTAGWELL INC
1,191,918$6.7B0.09%
44
TDWTIDEWATER INC NEW
94,961$5.1B0.07%
45
W 1 08/15/26WAYFAIR INC
4,934,000$4.8B0.07%
46
SGOVISHARES TR
36,572$3.7B0.05%
47
OECORION S.A.
417,388$3.2B0.04%
48
RSVRRESERVOIR MEDIA INC
329,066$2.7B0.04%
49
PDLBPONCE FINANCIAL GROUP INC
181,562$2.7B0.04%
50
MRVIMARAVAI LIFESCIENCES HLDGS I
884,883$2.5B0.04%
51
VTVANGUARD INTL EQUITY INDEX F
17,965$2.5B0.03%
52
NXQUANEX BLDG PRODS CORP
166,231$2.4B0.03%
53
PBFSPIONEER BANCORP INC MD
166,974$2.2B0.03%
54
ALGTALLEGIANT TRAVEL CO
34,186$2.1B0.03%
55
PARRPAR PAC HOLDINGS INC
56,034$2.0B0.03%
56
NFLXNETFLIX INC
1,640$2.0B0.03%
57
UPWKUPWORK INC
104,881$1.9B0.03%
58
ASLEAERSALE CORPORATION
208,726$1.7B0.02%
59
DARDARLING INGREDIENTS INC
52,447$1.6B0.02%
60
EBCEASTERN BANKSHARES INC
85,883$1.6B0.02%
61
UNITUNITI GROUP LLC
25,235$154.4M0.00%