First Eagle Investments

First Eagle Investments

First Eagle Investments is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This First Eagle Investments portfolio page tracks First Eagle Investments holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies First Eagle Investments owns and how disclosed positions change over time. First Eagle Investments's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Automatic Data Processing Inc (ADP), Brown & Brown Inc (BRO), Barrick Mining Corporation (B), Analog Devices Inc (ADI), and C.H. Robinson Worldwide Inc (CHRW). Investors use First Eagle Investments 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Oracle CorporationORCL$-870.1MTrimQ4 2025 13F$870M$237.10$148.68
Weyerhaeuser CompanyWY$540.8MAddQ4 2025 13F$541M$23.76$24.51
Alphabet Cl CGOOG$479.3MAddQ4 2025 13F$479M$286.47$334.69
Becton Dickinson and CoBDX$389.5MAddQ4 2025 13F$389M$149.61$143.98
Workday IncWDAY$375.6MAddQ4 2025 13F$376M$231.96$130.53
Meta Platforms IncMETA$-367.7MTrimQ4 2025 13F$368M$667.77$585.39
Salesforce, Inc. Common StockCRM$269.5MAddQ4 2025 13F$269M$254.26$182.55
ONEOK IncOKE$268.4MAddQ4 2025 13F$268M$69.43$88.21
The Magnum Ice Cream Company N.V.MICC$260.5MOtherQ4 2025 13F$261M--$16.33
Alphabet IncGOOGL$-253.8MTrimQ4 2025 13F$254M$285.73$337.39
Charter Communications IncCHTR$247.8MAddQ4 2025 13F$248M--$133.64
Royal Gold, Inc. - Common StockRGLD$-245.0MTrimQ4 2025 13F$245M--$218.33
Imperial Oil Limited Common StockIMO$-218.9MTrimQ4 2025 13F$219M--$122.55
Cummins IncCMI$-215.9MTrimQ4 2025 13F$216M--$672.68
Expeditors International of Washington IncEXPD$170.7MAddQ4 2025 13F$171M--$161.51
International Flavors & Fragrances, Inc.IFF$168.9MAddQ4 2025 13F$169M$65.88$77.00
Franco-Nevada CorporationFNV$160.9MAddQ4 2025 13F$161M--$223.22
Barrick Mining CorporationB$131.7MAddQ4 2025 13F$132M--$39.46
Elevance Health, Inc. Common StockELV$118.2MAddQ4 2025 13F$118M$348.38$418.15
Schlumberger N.V. Common StockSLB$117.2MAddQ4 2025 13F$117M--$56.55
Wheaton Precious Metals CorpWPM$-110.4MTrimQ4 2025 13F$110M$107.08$112.79
Extra Space Storage IncEXR$110.0MAddQ4 2025 13F$110M$131.20$144.43
NOV Inc.NOV$89.3MAddQ4 2025 13F$89M--$20.23
SPDR Gold TrustGLD$81.0MAddQ4 2025 13F$81M$381.90$408.49
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$-76.6MTrimQ4 2025 13F$77M--$258.12
Ambev SAABEV$75.0MAddQ4 2025 13F$75M$2.38$3.27
Bio-Rad Laboratories IncBIO$72.2MAddQ4 2025 13F$72M--$305.29
Taiwan Semiconductor Manufacturing Co LtdTSM$-66.6MTrimQ4 2025 13F$67M$293.42$440.83
Douglas Emmett, Inc.DEI$-64.5MTrimQ4 2025 13F$64M--$11.51
Philip Morris International IncPM$-61.3MTrimQ4 2025 13F$61M$154.21$176.06
C.H. Robinson Worldwide IncCHRW$59.9MAddQ4 2025 13F$60M--$176.49
Exxon Mobil CorpXOM$54.3MAddQ4 2025 13F$54M--$151.75
Newmont CorporationNEM$51.6MAddQ4 2025 13F$52M--$98.99
Analog Devices IncADI$50.5MAddQ4 2025 13F$50M$249.48$413.16
Comcast CorpCMCSA$-47.6MTrimQ4 2025 13F$48M$26.93$23.76
U.S. BancorpUSB$46.5MAddQ4 2025 13F$47M--$55.35
Ross Stores IncROST$45.9MAddQ4 2025 13F$46M--$227.42
First Eagle Investments other Unmapped 13F securityPORTFOLIO$44M677.4k sharesOtherQ4 2025 13F$44M$65.40--
Nutrien LtdNTR$44.2MAddQ4 2025 13F$44M--$68.73
Unilever PLCUL$-41.6MExitQ4 2025 13F$42M--$56.09
American Express CoAXP$34.4MAddQ4 2025 13F$34M$357.85$340.36
Texas Instruments IncTXN$-34.0MTrimQ4 2025 13F$34M$171.26$290.90
IPG Photonics CorporationIPGP$-33.1MTrimQ4 2025 13F$33M--$116.99
Fidelity National FinancialFNF$-32.7MTrimQ4 2025 13F$33M$56.92$48.07
Boston Properties, Inc.BXP$-32.4MTrimQ4 2025 13F$32M$68.92$60.72
HCA Healthcare IncHCA$31.8MAddQ4 2025 13F$32M$467.86$361.32
Dollar General CorporationDG$-31.1MTrimQ4 2025 13F$31M$132.68$106.82
First Eagle Investments add Unmapped 13F securityPORTFOLIO$1.3B12.5M sharesAddQ4 2025 13F$30M$101.07--
Carlisle Cos IncCSL$30.1MAddQ4 2025 13F$30M--$338.09
State Street SPDR Bloomberg 1-3 Month T-Bill ETFBIL$28.3MAddQ4 2025 13F$28M--$91.62
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