What First Pacific Advisors bought and sold in Q4 2025
In Q4 2025, First Pacific Advisors (First Pacific Advisors) opened 2 new positions — including LBRDK (1.7%), HYBB (<0.1%), added to 4, trimmed 9, exited 2 (HWM, NX). The book stood at $7.59B across 63 positions, filed Feb 17, 2026.
2New4Added9Trimmed2Exited
New positions (2)
- LBRDKLiberty Broadband-c1.7% · $130M
- HYBBIshares BB Rated Corp Bond<0.1% · $13K
Added to (4)
- BDXBecton Dickinson And CO+108% shares · 5.0% · $379M
- FBINFortune Brands Innovations I+23% shares · 2.3% · $176M
- DEIDouglas Emmett Inc+22% shares · 0.9% · $72M
- VYXNcr Voyix Corp+29% shares · 0.7% · $51M
Trimmed (9)
- GOOGLAlphabet Inc-cl A-21% shares · 7.9% · $598M
- CMCSAComcast Corp-class A-25% shares · 3.3% · $251M
- CHTRCharter Communications Inc-a-29% shares · 1.3% · $96M
- AVGOBroadcom Inc-25% shares · 0.4% · $30M
- GPORGulfport Energy Corp-26% shares · 0.3% · $27M
- SATSEchostar Corp-a-50% shares · 0.3% · $26M
- LAURLaureate Education Inc-53% shares · <0.1% · $3M
- PARRPar Pacific Holdings Inc-22% shares · <0.1% · $2M
- UPWKUpwork Inc-46% shares · <0.1% · $1M
Exited (2)
- HWMHowmet Aerospace Incwas 0.9% of book
- NXQuanex Building Productswas <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.