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First Pacific Advisors

First Pacific Advisors

2026Q1 · filed May 14, 202685 positions · $7.13Btop-5 31%

First Pacific Advisors (First Pacific Advisors) discloses a $7.13B portfolio across 85 US-listed positions in the latest 13F filing (2026Q1, filed May 14, 2026). The largest holding is ADI at 7.7% of the book. The biggest move of the quarter: added 74% to the LBRDK share count (position now $234M). Latticework's clone backtest puts this 13F book at -1.4%/yr vs SPY over 12.0 years.

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About First Pacific Advisors

First Pacific Advisors (FPA) is a Los Angeles-based investment manager founded in 1954 whose domestic equity strategy has long been associated with a value-oriented, go-anywhere mandate — the firm will hold cash for extended periods when it cannot find attractively priced securities, a discipline that can produce significant tracking error against benchmarks in extended growth-driven markets. The 13F reflects a moderately concentrated book of roughly 85 positions, with the top five names — including ADI, GOOGL/GOOG, IFF, and META — accounting for about 31% of disclosed long equity value. Readers should note that FPA runs multiple distinct strategies (including the long-running FPA Crescent fund, which carries a flexible mandate with short-side exposure), so the 13F long-only snapshot understates the complexity of the actual book; net exposure, hedges, and fixed-income allocations are not visible here. The 12-year clone backtest showing roughly -1.4% annual excess versus SPY is consistent with the firm's historically cautious positioning and willingness to sacrifice upside capture for downside discipline.

2026Q1 brief

First Pacific Advisors' $7.1B book showed selective rotation this quarter, with the most telling move being a near-doubling of LBRDK (Liberty Broadband, +74% to 3.3%) — a deep-value cable/media play that aligns with FPA's contrarian instincts and likely reflects the Charter/Liberty merger arbitrage setup. The simultaneous exit from CHTR (previously 1.3%) is the mirror image of that trade, suggesting FPA is expressing the same cable thesis through the holding company at a discount rather than the operating company. New positions in BAX (1.6%), WAT (1.1%), and AJG (1.2%) add medical devices, analytical instruments, and specialty insurance — quality cyclicals at compressed multiples, consistent with FPA's style. The sharp trim of KMI (-67% to 0.6%) and cuts to WAB and MAR reduce transportation and hospitality exposure meaningfully. Google (combined GOOGL + GOOG) remains a ~12% combined position anchoring the book alongside ADI at 7.7%. Watch whether the LBRDK position continues to build as the Liberty/Charter transaction timeline clarifies.

AI-generated. Not investment advice.

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Holdings (85) · click any column to sort

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  • port7.7%
    val$548M
    Analog Devices Inc
    this Q hold·40q
  • port6.8%
    val$484M
    Alphabet Inc-cl A
    this Q hold·40q
  • port5.5%
    val$392M
    Intl Flavors & Fragrances
    this Q hold·22q
  • port5.5%
    val$389M
    Meta Platforms Inc-class A
    this Q hold·34q
  • port5.4%
    val$382M
    Alphabet Inc-cl C
    this Q hold·40q
  • 6C
    port5.0%
    val$360M
    Citigroup Inc
    this Q hold·40q
  • port4.8%
    val$345M
    TE Connectivity Plc
    this Q hold·7q
  • port4.4%
    val$311M
    Becton Dickinson And CO
    this Q hold·3q
  • port4.1%
    val$295M
    Amazon.com Inc
    this Q hold·33q
  • port3.5%
    val$247M
    Comcast Corp-class A
    this Q hold·34q
  • port3.3%
    val$234M
    Liberty Broadband-c
    this Q +74%·2q
  • 12AON
    port3.2%
    val$227M
    Aon Plc
    this Q hold·24q
  • port2.7%
    val$191M
    Ferguson Enterprises Inc
    this Q hold·7q
  • 14H2927K103
    port2.5%
    val$176M
    Amrize Ltd
    this Q hold·2q
  • port2.1%
    val$151M
    Nxp Semiconductors N V
    this Q hold·25q
  • 16MTN
    port2.1%
    val$151M
    Vail Resorts Inc
    this Q hold·14q
  • port2.1%
    val$148M
    Fortune Brands Innovations I
    this Q hold·7q
  • port1.8%
    val$131M
    Echostar Corp
    this Q hold·4q
  • 19KMX
    port1.7%
    val$124M
    Carmax Inc
    this Q hold·16q
  • 20NOV
    port1.7%
    val$119M
    Nov Inc
    this Q -22%·6q
  • 21BIO
    port1.6%
    val$114M
    Bio-rad Laboratories-a
    this Q hold·10q
  • 22BAX
    port1.6%
    val$113M
    Baxter International Inc
    this Q New·1q
  • port1.5%
    val$110M
    Icon Plc
    this Q hold·15q
  • 24TMO
    port1.5%
    val$109M
    Thermo Fisher Scientific Inc
    this Q hold·33q
  • 25JEF
    port1.5%
    val$107M
    Jefferies Financial Group IN
    this Q hold·32q
  • port1.4%
    val$96M
    Lpl Financial Holdings Inc
    this Q hold·40q
  • 27AJG
    port1.2%
    val$84M
    Arthur J Gallagher & CO
    this Q New·1q
  • 28DEI
    port1.1%
    val$81M
    Douglas Emmett Inc
    this Q +32%·14q
  • 29WAT
    port1.1%
    val$80M
    Waters Corp
    this Q New·1q
  • 30MAR
    port1.1%
    val$76M
    Marriott International -cl A
    this Q -40%·32q
  • port1.0%
    val$70M
    Uber Technologies Inc
    this Q hold·18q
  • 32WFC
    port1.0%
    val$69M
    Wells Fargo & CO
    this Q -21%·32q
  • 33WAB
    port0.9%
    val$65M
    Wabtec Corp
    this Q -41%·25q
  • port0.9%
    val$63M
    Avantor Inc
    this Q +104%·4q
  • port0.9%
    val$63M
    Paypal Holdings Inc
    this Q New·22q
  • port0.9%
    val$63M
    Dell Technologies -C
    this Q hold·27q
  • 37CNH
    port0.7%
    val$53M
    Cnh Indl N V
    this Q New·1q
  • 38KMI
    port0.6%
    val$45M
    Kinder Morgan Inc
    this Q -67%·33q
  • 39VNO
    port0.6%
    val$44M
    Vornado Realty Trust
    this Q hold·16q
  • 40VYX
    port0.5%
    val$34M
    Ncr Voyix Corp
    this Q hold·16q
  • 41N5505D105
    port0.5%
    val$34M
    Magnum Ice Cream CO NV
    this Q +33%·2q
  • 42PCG
    port0.3%
    val$20M
    P G & E Corp
    this Q hold·33q
  • port0.3%
    val$19M
    Broadcom Inc
    this Q -27%·32q
  • port0.3%
    val$19M
    Marsh & Mclennan Cos
    this Q New·1q
  • port0.1%
    val$9M
    Rush Enterprises Inc-cl A
    this Q hold·40q
  • port0.1%
    val$7M
    Stagwell Inc
    this Q hold·17q
  • 47TDW
    port0.1%
    val$7M
    Tidewater Inc
    this Q hold·30q
  • port0.1%
    val$7M
    Vanguard 0-3m T-bill Etf
    this Q New·1q
  • 49GLD
    port0.1%
    val$6M
    Spdr Gold Shares
    this Q New·1q
  • port0.1%
    val$6M
    Equipmentshare.com Inc-a
    this Q New·1q
  • port0.1%
    val$6M
    Echostar Corp-a
    this Q -80%·7q
  • port0.1%
    val$5M
    Ncr Atleos Corp
    this Q -95%·10q
  • port0.1%
    val$5M
    Wayfair Inc
    this Q hold·14q
  • 54VT
    port0.1%
    val$4M
    Vanguard Tot World Stk Etf
    this Q +34%·18q
  • port<0.1%
    val$3M
    Ponce Financial Group Inc
    this Q hold·15q
  • port<0.1%
    val$3M
    Reservoir Media Inc
    this Q hold·6q
  • port<0.1%
    val$3M
    Allegiant Travel CO
    this Q hold·36q
  • 58L72967109
    port<0.1%
    val$3M
    Orion S.a.
    this Q hold·34q
  • port<0.1%
    val$3M
    Maravai Lifesciences Hldgs-a
    this Q hold·4q
  • port<0.1%
    val$2M
    Pioneer Bancorp Inc/ny
    this Q hold·9q
  • port<0.1%
    val$2M
    Par Pacific Holdings Inc
    this Q -25%·40q
  • 62FNV
    port<0.1%
    val$2M
    Franco-nevada Corp
    this Q New·1q
  • port<0.1%
    val$2M
    Netflix Inc
    this Q hold·30q
  • port<0.1%
    val$1M
    Aersale Corp
    this Q hold·4q
  • 65CVX
    port<0.1%
    val$1M
    Chevron Corp
    this Q New·1q
  • port<0.1%
    val$1M
    Southern Copper Corp
    this Q New·1q
  • port<0.1%
    val$1M
    Ross Stores Inc
    this Q New·1q
  • port<0.1%
    val$1M
    Tesla Inc
    this Q New·7q
  • 69EMR
    port<0.1%
    val$1M
    Emerson Electric CO
    this Q New·1q
  • 70DG
    port<0.1%
    val$1M
    Dollar General Corp
    this Q New·18q
  • 71CSL
    port<0.1%
    val$878K
    Carlisle Cos Inc
    this Q New·1q
  • port<0.1%
    val$771K
    O'reilly Automotive Inc
    this Q New·22q
  • port<0.1%
    val$771K
    Envista Holdings Corp
    this Q New·1q
  • 74DIS
    port<0.1%
    val$759K
    Walt Disney Co/the
    this Q New·23q
  • port<0.1%
    val$731K
    Henry Schein Inc
    this Q New·2q
  • 76GWW
    port<0.1%
    val$730K
    WW Grainger Inc
    this Q New·1q
  • 77MCD
    port<0.1%
    val$666K
    Mcdonald's Corp
    this Q New·4q
  • port<0.1%
    val$626K
    Upwork Inc
    this Q hold·24q
  • port<0.1%
    val$625K
    Corpay Inc
    this Q New·1q
  • 80SMG
    port<0.1%
    val$447K
    Scotts Miracle-gro CO
    this Q New·1q
  • port<0.1%
    val$381K
    Baidu Inc - Spon Adr
    this Q New·22q
  • port<0.1%
    val$237K
    Uniti Group Inc
    this Q hold·3q
  • port0.0%
    val$7K
    Ishares BB Rated Corp Bond
    this Q -50%·2q
  • 84EBC
    port0.0%
    val$2K
    Eastern Bankshares Inc
    this Q -100%·17q
  • 85DEO
    port0.0%
    val$74
    Diageo Plc-sponsored Adr
    this Q New·1q

All activity (2026Q1)

  • ADDLBRDK
    3.3%
    Liberty Broadband-c
    Δ +74%·$234M
  • TRIMNOV
    1.7%
    Nov Inc
    Δ -22%·$119M
  • TRIMMAR
    1.1%
    Marriott International -cl A
    Δ -40%·$76M
  • NEWBAX
    1.6%
    Baxter International Inc
    Δ +100%·$113M
  • TRIMKMI
    0.6%
    Kinder Morgan Inc
    Δ -67%·$45M
  • TRIMWFC
    1.0%
    Wells Fargo & CO
    Δ -21%·$69M
  • EXITCHTR
    1.3%
    Charter Communications Inc-a
    Δ -100%·$0
  • TRIMWAB
    0.9%
    Wabtec Corp
    Δ -41%·$65M
  • NEWAJG
    1.2%
    Arthur J Gallagher & CO
    Δ +100%·$84M
  • ADDDEI
    1.1%
    Douglas Emmett Inc
    Δ +32%·$81M
  • NEWWAT
    1.1%
    Waters Corp
    Δ +100%·$80M
  • TRIMNATL
    0.1%
    Ncr Atleos Corp
    Δ -95%·$5M
  • ADDAVTR
    0.9%
    Avantor Inc
    Δ +104%·$63M
  • NEWPYPL
    0.9%
    Paypal Holdings Inc
    Δ +100%·$63M
  • NEWCNH
    0.7%
    Cnh Indl N V
    Δ +100%·$53M
  • ADDN5505D105
    0.5%
    Magnum Ice Cream CO NV
    Δ +33%·$34M
  • TRIMAVGO
    0.3%
    Broadcom Inc
    Δ -27%·$19M
  • EXITGPOR
    0.3%
    Gulfport Energy Corp
    Δ -100%·$0
  • TRIMSATS
    0.1%
    Echostar Corp-a
    Δ -80%·$6M
  • NEWMRSH
    0.3%
    Marsh & Mclennan Cos
    Δ +100%·$19M
  • NEWVBIL
    0.1%
    Vanguard 0-3m T-bill Etf
    Δ +100%·$7M
  • NEWGLD
    0.1%
    Spdr Gold Shares
    Δ +100%·$6M
  • NEWEQPT
    0.1%
    Equipmentshare.com Inc-a
    Δ +100%·$6M
  • EXITSGOV
    0.1%
    Ishares 0-3 Month Treasury B
    Δ -100%·$0
  • ADDVT
    0.1%
    Vanguard Tot World Stk Etf
    Δ +34%·$4M
  • EXITLAUR
    <0.1%
    Laureate Education Inc
    Δ -100%·$0
  • TRIMPARR
    <0.1%
    Par Pacific Holdings Inc
    Δ -25%·$2M
  • EXITDAR
    <0.1%
    Darling Ingredients Inc
    Δ -100%·$0
  • NEWFNV
    <0.1%
    Franco-nevada Corp
    Δ +100%·$2M
  • TRIMEBC
    0.0%
    Eastern Bankshares Inc
    Δ -100%·$2K
  • NEWCVX
    <0.1%
    Chevron Corp
    Δ +100%·$1M
  • NEWSCCO
    <0.1%
    Southern Copper Corp
    Δ +100%·$1M
  • NEWROST
    <0.1%
    Ross Stores Inc
    Δ +100%·$1M
  • NEWTSLA
    <0.1%
    Tesla Inc
    Δ +100%·$1M
  • NEWEMR
    <0.1%
    Emerson Electric CO
    Δ +100%·$1M
  • NEWDG
    <0.1%
    Dollar General Corp
    Δ +100%·$1M
  • NEWCSL
    <0.1%
    Carlisle Cos Inc
    Δ +100%·$878K
  • NEWDIS
    <0.1%
    Walt Disney Co/the
    Δ +100%·$759K
  • NEWORLY
    <0.1%
    O'reilly Automotive Inc
    Δ +100%·$771K
  • NEWNVST
    <0.1%
    Envista Holdings Corp
    Δ +100%·$771K
  • NEWHSIC
    <0.1%
    Henry Schein Inc
    Δ +100%·$731K
  • NEWGWW
    <0.1%
    WW Grainger Inc
    Δ +100%·$730K
  • NEWCPAY
    <0.1%
    Corpay Inc
    Δ +100%·$625K
  • NEWMCD
    <0.1%
    Mcdonald's Corp
    Δ +100%·$666K
  • NEWSMG
    <0.1%
    Scotts Miracle-gro CO
    Δ +100%·$447K
  • NEWBIDU
    <0.1%
    Baidu Inc - Spon Adr
    Δ +100%·$381K
  • NEWDEO
    0.0%
    Diageo Plc-sponsored Adr
    Δ +100%·$74
  • TRIMHYBB
    0.0%
    Ishares BB Rated Corp Bond
    Δ -50%·$7K

Frequently asked questions

What stocks does First Pacific Advisors own?
As of 2026Q1, First Pacific Advisors's 13F discloses 85 positions worth $7.13B. The top five holdings: ADI (7.7%), GOOGL (6.8%), IFF (5.5%), META (5.5%), GOOG (5.4%). 13F filings cover long US-listed equities only — cash, bonds, shorts, and non-US positions are not disclosed.
What did First Pacific Advisors buy this quarter?
In 2026Q1, the filing shows 27 new positions and 5 additions to existing holdings. The largest positions touched by buying: LBRDK, BAX, AJG, DEI, WAT.
How big is First Pacific Advisors's portfolio?
$7.13B across 85 positions per the latest 13F (filed May 14, 2026). The top five holdings account for 31% of the disclosed book.

Explore more

Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001377581). Not investment advice.