First American Financial Corp
- SEC CIK
- 0001472787
- Latest filing
- Aug 10, 2026
The latest 13F from First American Financial Corp covers Q2 2026 (filed Aug 10, 2026): 3 long positions worth $390.5M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Vanguard S&P 500 ETF at 57.4%. Livermore has 12 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 0
- Added
- 0
- Reduced
- 2
- Est. −$26.7M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard S&P 500 ETF92290836357.4%$224.0M
- Vanguard Star FDS92190976842.0%$164.0M
- OPADOfferpad Solutions Inc.
Share of portfolio
Each position's share of portfolio value
- Vanguard S&P 500 ETF57.4%
- Vanguard Star FDS42.0%
- OPAD0.6%
Biggest buys
New and added positions, by estimated amount bought
None this quarter.
Largest weight increases
New and added positions, by percentage points of the portfolio gained
None this quarter.
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Star FDS921909768−$16.0MReduced
- Vanguard S&P 500 ETF922908363−$10.7MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Star FDS921909768−1.90 pp43.9% → 42.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $390.5M
- +$20.6M (+5.6%) vs. prior quarter
- Positions
- 3
- 0 vs. prior quarter
- Top 10 concentration
- 100.0%
- Top 10 as share of value
- Turnover
- 0.0%
- Q2 2026, one quarter
- Average holding period
- 10.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $390.5M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 10, 2026 | 3 | $390.5M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q1 2026 | SEC |
| Q1 2026 | May 12, 2026 | 3 | $369.8M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 11, 2026 | 3 | $373.4M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 10, 2025 | 3 | $305.1M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 11, 2025 | 3 | $293.6M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q1 2025 | SEC |
| Q1 2025 | May 12, 2025 | 3 | $269.2M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 11, 2025 | 3 | $291.7M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 12, 2024 | 3 | $305.2M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 4 | $296.1M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q1 2024 | SEC |
| Q1 2024 | May 13, 2024 | 4 | $320.5M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | vs. Q4 2023 | SEC |
| Q4 2023 | Apr 15, 2024Amended | 4 | $343.9M | Vanguard S&P 500 ETFVanguard Star FDSOPAD | – | SEC |
13D and 13G filings
Companies where First American Financial Corp reports owning 5% or more on Schedule 13D or 13G, and its latest filings.
Current stakes of 5% or more
1 company, largest stake first.
Latest filings
7 filings on file made by First American Financial Corp or listing it as a reporting person, newest first.
| Company | Filed (ET) | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| OPADOfferpad Solutions Inc. | Feb 25, 20264:30 PM ET | 13D/A | 10.83%5.12M shares | −3.20 ppfrom 14.03% | Feb 24, 2026 | SEC |
| OPADOfferpad Solutions Inc. | Oct 22, 20254:50 PM ET | 13D/A | 14.03%5.12M shares | −2.81 ppfrom 16.84% | Oct 20, 2025 | SEC |
| OPADOfferpad Solutions Inc. | Jul 28, 20255:00 PM ET | 13D/A | 16.84%5.12M shares | −1.63 ppfrom 18.47% | Jul 25, 2025 | SEC |
| OPADOfferpad Solutions Inc. | Jul 1, 20255:00 PM ET | 13D/A | 18.47%5.12M shares | – | Jun 27, 2025 | SEC |
| OPADOfferpad Solutions Inc. | Mar 30, 2023 | 13D/AOld format | – | – | – | SEC |
| OPADOfferpad Solutions Inc. | Feb 2, 2023 | 13D/AOld format | – | – | – | SEC |
| OPADOfferpad Solutions Inc. | Sep 10, 2021 | 13DOld format | – | New | – | SEC |