First Pacific Advisors (Steven Romick)

First Pacific Advisors (Steven Romick) has filed 13F reports from Q2 2013 through Q1 2026. The portfolio has returned 10.5% annualized over five years, with 15.3% volatility and a maximum drawdown of 27.0%. Across all filing periods, 1.9% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.