MondegarAI
First Pacific Advisors, LP

Q4 2024 · 13F-HR

First Pacific Advisors, LPholdings as filed

Filed 2025-02-07 · accession 0001377581-25-000003

$7.00B
Reported value
57
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$522.5M7.47%892,456CommonSHARED
02079K305GOOGLALPHABET INC$509.2M7.28%2,689,681CommonSHARED
172967424CCITIGROUP INC$475.8M6.80%6,760,177CommonSHARED
032654105ADIANALOG DEVICES INC$448.5M6.41%2,110,767CommonSHARED
20030N101CMCSACOMCAST CORP NEW$407.9M5.83%10,868,463CommonSHARED
G87052109TELTE CONNECTIVITY PLC$380.6M5.44%2,662,439CommonSHARED
02079K107GOOGALPHABET INC$345.9M4.94%1,816,429CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$340.7M4.87%4,029,773CommonSHARED
023135106AMZNAMAZON COM INC$336.7M4.81%1,534,902CommonSHARED
949746101WMT2WELLS FARGO CO NEW$264.8M3.78%3,769,719CommonSHARED
G0403H108AONAON PLC$261.6M3.74%728,493CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$219.6M3.14%2,801,498CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$210.5M3.01%614,122CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$208.5M2.98%7,608,900CommonSHARED
143130102KMXCARMAX INC$196.0M2.80%2,397,062CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$191.4M2.74%1,102,740CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$162.8M2.33%783,232CommonSHARED
571903202MARMARRIOTT INTL INC NEW$154.9M2.21%555,259CommonSHARED
50212V100LPLALPL FINL HLDGS INC$149.6M2.14%458,289CommonSHARED
25960P109DEIDOUGLAS EMMETT INC$99.1M1.42%5,338,673CommonSHARED
91879Q109MTNVAIL RESORTS INC$97.9M1.40%522,285CommonSHARED
G4705A100ICLRICON PLC$94.7M1.35%451,757CommonSHARED
929740108WABWABTEC$89.6M1.28%472,657CommonSHARED
11135F101AVGOBROADCOM INC$83.1M1.19%358,276CommonSHARED
443201108HWMHOWMET AEROSPACE INC$79.8M1.14%729,258CommonSHARED
63001N106NATLNCR ATLEOS CORPORATION$77.7M1.11%2,289,835CommonSHARED
929042109VNOVORNADO RLTY TR$75.6M1.08%1,797,749CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$71.9M1.03%1,191,597CommonSHARED
402635502GPORGULFPORT ENERGY CORP$63.4M0.91%344,320CommonSHARED
090572207BIOBIO RAD LABS INC$51.9M0.74%157,850CommonSHARED
94419LAM3W 0.625 10/01/25WAYFAIR INC$51.8M0.74%53,978,000CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$48.2M0.69%418,505CommonSHARED
62886E108VYXNCR VOYIX CORPORATION$47.9M0.69%3,464,324CommonSHARED
62955J103NOVNOV INC$39.5M0.56%2,705,128CommonSHARED
278768106SATSECHOSTAR CORP$24.1M0.34%1,051,342CommonSHARED
69331C108PCGPG&E CORP$21.8M0.31%1,080,427CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$16.9M0.24%247,018CommonSHARED
518613203LAURLAUREATE EDUCATION INC$13.3M0.19%726,055CommonSHARED
781846209RUSHARUSH ENTERPRISES INC$10.1M0.14%183,942CommonSHARED
85256A109STGWSTAGWELL INC$7.4M0.11%1,123,516CommonSHARED
46436E718SGOVISHARES TR$5.6M0.08%55,996CommonSHARED
88642R109TDWTIDEWATER INC NEW$5.2M0.07%94,961CommonSHARED
L72967109OECORION S.A.$5.0M0.07%318,477CommonSHARED
94419LAF8W 1 08/15/26WAYFAIR INC$4.6M0.07%4,976,000CommonSHARED
01748X102ALGTALLEGIANT TRAVEL CO$3.2M0.05%34,186CommonSHARED
64110L106NFLXNETFLIX INC$2.5M0.04%2,799CommonSHARED
732344106PDLBPONCE FINANCIAL GROUP INC$2.4M0.03%181,562CommonSHARED
G3075P101ESGRUSDENSTAR GROUP LIMITED$2.2M0.03%6,901CommonSHARED
27627N105EBCEASTERN BANKSHARES INC$2.1M0.03%121,689CommonSHARED
723561106PBFSPIONEER BANCORP INC MD$1.9M0.03%166,974CommonSHARED
747619104NXQUANEX BLDG PRODS CORP$1.8M0.03%75,057CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$1.8M0.03%15,064CommonSHARED
91688F104UPWKUPWORK INC$1.7M0.02%104,881CommonSHARED
69888T207PARRPAR PAC HOLDINGS INC$1.2M0.02%71,812CommonSHARED
G60409110MTALEURMAC COPPER LIMITED$705,6670.01%66,447CommonSHARED
83601L102SHCSOTERA HEALTH CO$622,1660.01%45,480CommonSHARED
194693107CIGICOLLIERS INTL GROUP INC$469,0970.01%3,450CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.