What did First Pacific Advisors buy in Q1 2025?

First Pacific Advisors opened 2 new positions (WLY, RSVR) and added to 6 existing holdings in the Q1 2025 13F.

What did First Pacific Advisors sell in Q1 2025?

First Pacific Advisors exited 1 position (CIGI) and trimmed 6.

What First Pacific Advisors bought and sold in Q1 2025

In Q1 2025, First Pacific Advisors (First Pacific Advisors) opened 2 new positions — including WLY (<0.1%), RSVR (<0.1%), added to 6, trimmed 6, exited 1 (CIGI). The book stood at $6.24B across 57 positions, filed May 6, 2025.

2New6Added6Trimmed1Exited

Share𝕏 in

New positions (2)

WLYWiley (john) & Sons-class A<0.1% · $2M
RSVRReservoir Media Inc<0.1% · $50K

Added to (6)

MTNVail Resorts Inc+54% shares · 2.1% · $129M
ICLRIcon Plc+21% shares · 1.5% · $96M
BIOBio-rad Laboratories-a+136% shares · 1.5% · $91M
NOVNov Inc+29% shares · 0.9% · $53M
FBINFortune Brands Innovations I+221% shares · 0.8% · $48M
NXQuanex Building Products+78% shares · <0.1% · $2M

Trimmed (6)

WFCWells Fargo & CO-30% shares · 3.0% · $189M
KMIKinder Morgan Inc-41% shares · 2.0% · $128M
AVGOBroadcom Inc-46% shares · 0.5% · $33M
LAURLaureate Education Inc-41% shares · 0.1% · $9M
SGOVIshares 0-3 Month Treasury B-25% shares · 0.1% · $4M
EBCEastern Bankshares Inc-29% shares · <0.1% · $1M

Exited (1)

CIGIColliers Intl Gr-subord Votwas <0.1% of book

First Pacific Advisors's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q4 2024 changes

First Pacific Advisors's full portfolio →The whole cohort in Q1 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.