What First Pacific Advisors bought and sold in Q3 2025
In Q3 2025, First Pacific Advisors (First Pacific Advisors) opened 2 new positions — including BDX (2.4%), UNIT (<0.1%), added to 4, trimmed 10, exited 3 (W 0.625 10/01/25, VIPS, WLY). The book stood at $7.23B across 61 positions, filed Nov 13, 2025.
2New4Added10Trimmed3Exited
New positions (2)
- BDXBecton Dickinson And CO2.4% · $175M
- UNITUniti Group Inc<0.1% · $154K
Added to (4)
- FBINFortune Brands Innovations I+43% shares · 2.1% · $153M
- TMOThermo Fisher Scientific Inc+146% shares · 1.4% · $104M
- AVTRAvantor Inc+5328% shares · 0.7% · $51M
- DARDarling Ingredients Inc+23% shares · <0.1% · $2M
Trimmed (10)
- TELTE Connectivity Plc-20% shares · 6.4% · $465M
- CCitigroup Inc-28% shares · 5.3% · $384M
- FERGFerguson Enterprises Inc-27% shares · 2.8% · $206M
- WFCWells Fargo & CO-37% shares · 1.5% · $108M
- HWMHowmet Aerospace Inc-24% shares · 0.9% · $64M
- SATSEchostar Corp-a-67% shares · 0.5% · $37M
- LAURLaureate Education Inc-46% shares · 0.1% · $7M
- SGOVIshares 0-3 Month Treasury B-24% shares · 0.1% · $4M
- NFLXNetflix Inc-30% shares · <0.1% · $2M
- PARRPar Pacific Holdings Inc-23% shares · <0.1% · $2M
Exited (3)
- W 0.625 10/01/25Wayfair Incwas 0.7% of book
- VIPSVipshop Holdings Ltd - Adrwas <0.1% of book
- WLYWiley (john) & Sons-class Awas <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.