Follow-The-Filings

Security

FAF

First Amern Finl Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 2 new 1 exit max 2.6% (John Rogers - Ariel Inves...)

owners 17
max % 2.6%
tracked value $1.1B
qoq N 2 A 6 R 9 E 1

Conviction

Largest portfolio weights among featured holders · not free-float ownership

  1. John Rogers 2.6%
  2. Ning Jin 1.2%
  3. Two Sigma Investments 0.03%
  4. Cliff Asness 0.02%
  5. Vanguard Group 0.01%
  6. Ken Griffin 0.01%
  7. Norges Bank 0.01%
  8. Ken Fisher 0.01%
  9. Steve Cohen 0.01%
  10. Ray Dalio 0.01%

holders

sorted by % of portfolio · long equity only · exits show last held size

history
John Rogers - Ariel Investments, LLC 2026 Q1 2.6% Reduce −2.0% 3,839,002 $231M hist
Ning Jin - Avantyr Capital Partners, LP 2026 Q1 1.2% Add +2.2% 414,766 $25M hist
Two Sigma Investments, LP 2025 Q4 stale 0.03% Reduce −16.7% 389,915 $24M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.02% Reduce −47.3% 547,114 $33M hist
Vanguard Group Inc. 2025 Q4 stale 0.01% Reduce −0.8% 10,187,929 $626M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.01% Add +7.9% 1,520,425 $92M hist
Norges Bank 2025 Q4 stale 0.01% Reduce −2.8% 1,220,879 $75M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.01% Reduce −5.3% 371,430 $22M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.01% Reduce −64.9% 102,707 $6M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.01% Add +51.1% 25,188 $2M hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.01% New 0.0% 5,000 $301 hist
Israel Englander - Millennium Management LLC 2026 Q1 0% Add +179.8% 65,460 $4M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0% New 0.0% 27,200 $2M hist
Natixis Advisors, LLC 2026 Q1 0% Add +11.0% 25,852 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0% Reduce −31.5% 24,148 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0% Reduce −62.9% 9,044 $545 hist
Ancora Advisors LLC 2026 Q1 0% Add +13.6% 843 $51 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.01% Exit −0.01 pp 70,200 $4M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6B $6.13B $7.45B
Gross profit
Gross margin
Net income $216.8M $131.1M $621.8M
Net margin * 3.6% 2.1% 8.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $16.8B $14.91B $16.23B
Total current liabilities
Total non-current liabilities
Total equity $4.85B $4.91B $5.5B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $354.3M $897.5M $950.8M
Cash from investing $599.5M -$458.7M -$1.46B
Cash from financing $1.42B -$2.31B $161.2M
Net change in cash $2.38B -$1.89B -$330.8M

ownership over time

filing count by report period · click a bar for that quarter’s holders