What First Pacific Advisors bought and sold in Q2 2025
In Q2 2025, First Pacific Advisors (First Pacific Advisors) opened 7 new positions — including SATS 3.875 11/30/30 (0.7%), TMO (0.5%), VIPS (<0.1%), added to 6, trimmed 4, exited 1 (SHC). The book stood at $6.99B across 63 positions, filed Aug 1, 2025.
7New6Added4Trimmed1Exited
New positions (7)
- SATS 3.875 11/30/30Echostar Corp0.7% · $47M
- TMOThermo Fisher Scientific Inc0.5% · $35M
- VIPSVipshop Holdings Ltd - Adr<0.1% · $3M
- MRVIMaravai Lifesciences Hldgs-a<0.1% · $2M
- DARDarling Ingredients Inc<0.1% · $2M
- ASLEAersale Corp<0.1% · $2M
- AVTRAvantor Inc<0.1% · $1M
Added to (6)
- MTNVail Resorts Inc+23% shares · 2.2% · $156M
- ICLRIcon Plc+76% shares · 2.0% · $140M
- FBINFortune Brands Innovations I+152% shares · 1.5% · $103M
- NOVNov Inc+101% shares · 1.2% · $87M
- SATSEchostar Corp-a+37% shares · 0.6% · $40M
- RSVRReservoir Media Inc+4906% shares · <0.1% · $3M
Trimmed (4)
- WFCWells Fargo & CO-23% shares · 2.3% · $163M
- HWMHowmet Aerospace Inc-30% shares · 1.1% · $80M
- GPORGulfport Energy Corp-42% shares · 0.5% · $35M
- AVGOBroadcom Inc-39% shares · 0.5% · $33M
Exited (1)
- SHCSotera Health COwas <0.1% of book
First Pacific Advisors's other filings
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.