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Portfolio (Quarterly) Guide ↗

First Pacific Advisors, LP

· CIK 0001377581
13F Portfolio $7.1B AUM 86 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 18 Added 24 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 CHTR CHARTER COMMUNICATIONS INC N Communication Services 461,525 $96.3M 1.27% SOLD
2 GPOR GULFPORT ENERGY CORP Energy 127,434 $26.5M 0.35% SOLD
3 SGOV ISHARES TR 40,837 $4.1M 0.05% SOLD
4 LAUR LAUREATE EDUCATION INC Consumer Defensive 101,485 $3.4M 0.04% SOLD
5 DAR DARLING INGREDIENTS INC Consumer Defensive 52,447 $1.9M 0.03% SOLD
Sector Allocation
Communication Services 25.9%
Technology 18.4%
Financial Services 15.3%
Healthcare 13.4%
Consumer Cyclical 9.7%
Industrials 6.2%
Basic Materials 5.9%
Energy 2.6%
Real Estate 1.9%
Consumer Defensive 0.5%