First Pacific Advisors, LP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$7.6B

Holdings

63

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (63 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
1,911,429$598.3B7876.04%
2
ADIANALOG DEVICES INC
1,874,867$508.5B6693.68%
3
METAMETA PLATFORMS INC
702,121$463.5B6101.28%
4
GOOGALPHABET INC
1,349,592$423.5B5575.20%
5
TRVCCITIGROUP INC
3,506,931$409.2B5387.23%
6
TELTE CONNECTIVITY PLC
1,779,970$405.0B5331.11%
7
BDXBECTON DICKINSON & CO
1,951,246$378.7B4985.12%
8
IFFINTERNATIONAL FLAVORS&FRAGRA
5,326,041$358.9B4725.03%
9
AMZNAMAZON COM INC
1,411,199$325.7B4288.11%
10
CMCSACOMCAST CORP NEW
8,399,831$251.1B3305.22%
11
AONAON PLC
656,531$231.7B3049.91%
12
FERGFERGUSON ENTERPRISES INC
887,120$197.5B2599.98%
13
AMRZAMRIZE LTD
3,408,072$184.3B2426.33%
14
ICLRICON PLC
980,804$178.7B2352.79%
15
FBINFORTUNE BRANDS INNOVATIONS I
3,524,498$176.3B2320.84%
16
NXPINXP SEMICONDUCTORS N V
766,330$166.3B2189.78%
17
JEFJEFFERIES FINL GROUP INC
2,580,283$159.9B2105.01%
18
MTNVAIL RESORTS INC
1,087,702$144.4B1901.57%
19
LPLALPL FINL HLDGS INC
387,412$138.4B1821.59%
20
SATS 3.875 11/30/30ECHOSTAR CORP
39,308,974$131.3B1728.39%
21
LBRDKLIBERTY BROADBAND CORP
2,669,348$129.7B1707.84%
22
TMOTHERMO FISHER SCIENTIFIC INC
218,572$126.7B1667.30%
23
NOVNOV INC
8,093,810$126.5B1665.39%
24
BUWABIO RAD LABS INC
401,457$121.6B1601.30%
25
MARMARRIOTT INTL INC NEW
389,857$120.9B1592.24%
26
KMXCARMAX INC
2,924,081$113.0B1487.41%
27
KMIKINDER MORGAN INC DEL
4,076,504$112.1B1475.26%
28
WFCWELLS FARGO CO NEW
1,109,828$103.4B1361.67%
29
CHTRCHARTER COMMUNICATIONS INC N
461,525$96.3B1268.31%
30
WABWABTEC
444,548$94.9B1249.16%
31
UBERUBER TECHNOLOGIES INC
953,263$77.9B1025.40%
32
NATLNCR ATLEOS CORPORATION
2,040,700$77.8B1023.82%
33
DEIDOUGLAS EMMETT INC
6,528,956$71.8B944.60%
34
VNOVORNADO RLTY TR
1,676,513$55.8B734.50%
35
VYXNCR VOYIX CORPORATION
5,038,208$51.4B676.51%
36
DELLDELL TECHNOLOGIES INC
382,985$48.2B634.66%
37
AVTRAVANTOR INC
3,968,620$45.5B598.72%
38
SATSECHOSTAR CORP
285,933$31.1B409.15%Put
39
AVGOBROADCOM INC
86,111$29.8B392.34%
40
MICCMAGNUM ICE CREAM CO NV
1,697,675$26.9B354.23%
41
GPORGULFPORT ENERGY CORP
127,434$26.5B348.91%
42
PCGPG&E CORP
1,142,167$18.4B241.62%
43
RUSHARUSH ENTERPRISES INC
148,094$8.0B105.16%
44
STGWSTAGWELL INC
1,191,918$5.8B76.72%
45
W 1 08/15/26WAYFAIR INC
4,934,000$4.9B64.65%
46
TDWTIDEWATER INC NEW
94,961$4.8B63.14%
47
SGOVISHARES TR
40,837$4.1B53.96%
48
LAURLAUREATE EDUCATION INC
101,485$3.4B44.98%
49
PDLBPONCE FINANCIAL GROUP INC
181,562$3.0B39.07%
50
ALGTALLEGIANT TRAVEL CO
34,186$2.9B38.37%
51
MRVIMARAVAI LIFESCIENCES HLDGS I
884,883$2.9B37.85%
52
VTVANGUARD INTL EQUITY INDEX F
19,743$2.8B36.65%
53
RSVRRESERVOIR MEDIA INC
329,066$2.5B32.79%
54
PBFSPIONEER BANCORP INC MD
166,974$2.3B29.62%
55
OECORION S.A.
417,388$2.2B29.00%
56
DARDARLING INGREDIENTS INC
52,447$1.9B24.85%
57
EBCEASTERN BANKSHARES INC
85,883$1.6B20.83%
58
NFLXNETFLIX INC
16,400$1.5B20.23%
59
PARRPAR PAC HOLDINGS INC
43,716$1.5B20.22%
60
ASLEAERSALE CORPORATION
208,726$1.5B19.54%
61
UPWKUPWORK INC
57,081$1.1B14.89%
62
UNITUNITI GROUP LLC
25,235$176.0M2.32%
63
HYBBISHARES TR
286$13.0M0.17%