First Pacific Advisors, LP
- SEC CIK
- 0001377581
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.
- Positions
- 123
- No 13F data for Q4 2020
- Portfolio value
- $7.36B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNVRUnivar Solutions Inc. | COM | 5,941,480 | $128.0M | 1.7% | – | – | History |
| FEFirstenergy Corp | COM | 4,176,449 | $144.9M | 2.0% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 728,559 | $146.7M | 2.0% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 730,708 | $165.7M | 2.3% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 1,215,344 | $169.7M | 2.3% | – | – | History |
| MARMarriott International Inc | Stock | 1,237,725 | $183.3M | 2.5% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 12,061,911 | $200.8M | 2.7% | – | – | History |
| JEFJefferies Financial Group Inc. | COM | 7,131,784 | $214.7M | 2.9% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 97,721 | $227.7M | 3.1% | – | – | History |
| HWMHowmet Aerospace Inc. | Stock | 7,233,534 | $232.4M | 3.2% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,960,455 | $234.3M | 3.2% | – | – | History |
| AONAon plc | CL A | 1,179,845 | $271.5M | 3.7% | – | – | History |
| WFCWells Fargo & Company | Stock | 7,675,735 | $299.9M | 4.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 171,825 | $354.4M | 4.8% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 575,865 | $355.3M | 4.8% | – | – | History |
| CCitigroup Inc | Stock | 5,164,091 | $375.7M | 5.1% | – | – | History |
| TELTE Connectivity plc | REG SHS | 2,940,319 | $379.6M | 5.2% | – | – | History |
| ADIAnalog Devices Inc | Stock | 2,476,143 | $384.0M | 5.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,359,570 | $400.4M | 5.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 194,473 | $402.3M | 5.5% | – | – | History |
| AVGOBroadcom Inc. | Stock | 905,387 | $419.8M | 5.7% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 9,541,396 | $440.9M | 6.0% | – | – | History |
| CMCSAComcast Corp | Stock | 9,509,463 | $514.6M | 7.0% | – | – | History |