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 Barrick Mining Corporation (B), and Schlumberger N.V. Common Stock (SLB). 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.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
J.B. Hunt Transport Services, Inc.JBHT · Q1 2026$960k0.0%4.5k$270.87$1.2M+27.8%
Curtiss-Wright CorpCW · Q1 2026$954k0.0%1.4k$721.33$1.0M+5.90%
Rocket Cos IncRKT · Q1 2026$923k0.0%65k$12.35$800k-13.3%
Alpha and Omega Semiconductor Limited - Common SharesAOSL · Q1 2026$886k0.0%40k$48.64$1.9M+119.5%
Generac Holdings IncGNRC · Q1 2026$879k0.0%4.5k$280.53$1.3M+43.6%
SharkNinja, Inc.SN · Q1 2026$851k0.0%8.0k$134.90$1.1M+27.4%
Colliers International Group Inc.CIGI · Q1 2026$843k0.0%7.9k$96.22$759k-9.98%
Westlake Chemical CorporationWLK · Q1 2026$832k0.0%7.1k$87.81$625k-24.8%
Ryman Hospitality Properties IncRHP · Q1 2026$830k0.0%9.0k$115.03$1.0M+24.7%
Delta Air Lines IncDAL · Q1 2026$801k0.0%12k$93.06$1.1M+40.0%
PERFORMANCE FOOD GROUP COMPANYPFGC · Q1 2026$771k0.0%9.0k$96.60$869k+12.8%
89686D30389686D303 · Q1 2026$768k0.0%283k------
Advanced Drainage Systems, Inc.WMS · Q1 2026$730k0.0%5.3k$139.16$741k+1.48%
XPO Logistics, Inc. (XPO)XPO · Q1 2026$721k0.0%3.7k$212.94$789k+9.45%
STANDARDAERO INCSARO · Q1 2026$721k0.0%28k$26.98$753k+4.45%
Houlihan Lokey, Inc. Class A Common StockHLI · Q1 2026$700k0.0%4.9k$137.10$668k-4.54%
G4253H101G4253H101 · Q1 2026$590k0.0%31k------
Quest Diagnostics IncDGX · Q1 2026$588k0.0%3.0k$197.21$592k+0.63%
Casey's General Stores, Inc.CASY · Q1 2026$582k0.0%800$784.38$628k+7.77%
Chewy, Inc. Class ACHWY · Q1 2026$581k0.0%22k$21.19$456k-21.5%
Ceragon Networks Ltd.CRNT · Q1 2026$555k0.0%257k$3.00$771k+38.9%
Equinix, Inc.EQIX · Q1 2026$546k0.0%557$1,062.74$592k+8.42%
Texas Roadhouse, Inc.TXRH · Q1 2026$526k0.0%3.2k$181.49$578k+9.90%
Black Stone Minerals, L.P. Common units representiBSM · Q1 2026$454k0.0%30k$13.32$400k-11.9%
Sunbelt Rentals Holdings IncSUNB · Q1 2026$449k0.0%7.1k$79.04$565k+25.8%
AramarkARMK · Q1 2026$446k0.0%11k$53.36$587k+31.6%
Exelixis IncEXEL · Q1 2026$429k0.0%10k$50.03$500k+16.6%
UGI CorporationUGI · Q1 2026$426k0.0%12k$35.18$412k-3.40%
Stride, Inc. Common StockLRN · Q1 2026$376k0.0%4.3k$90.98$388k+3.19%
Exagen Inc.XGN · Q1 2026$376k0.0%125k$5.08$636k+69.3%
Southwest Airlines CoLUV · Q1 2026$376k0.0%10k$43.68$437k+16.3%
Raymond James Financial IncRJF · Q1 2026$358k0.0%2.5k$145.40$359k+0.42%
745867101745867101 · Q1 2026$356k0.0%3.0k------
Toll Brothers IncTOL · Q1 2026$354k0.0%2.6k$139.96$363k+2.56%
Reliance Steel & Aluminum CoRS · Q1 2026$326k0.0%1.1k$378.39$406k+24.5%
The Williams Companies, Inc.WMB · Q1 2026$315k0.0%4.3k$71.59$310k-1.64%
CRH plcCRH.L · Q1 2026$305k0.0%3.0k------
TRSWF - TransAlta Renewables Inc (Exchanged) Transalta Corp (Received)TAC · Q1 2026$274k0.0%21k$13.82$288k+5.09%
Donaldson Co IncDCI · Q1 2026$272k0.0%3.2k$83.72$268k-1.36%
13646K10813646K108 · Q1 2026$266k0.0%3.4k------
ishares Gold TrustIAU · Q1 2026$253k0.0%2.9k$83.73$240k-5.02%
The Ensign Group, Inc.ENSG · Q1 2026$251k0.0%1.2k$171.97$214k-14.7%
Canadian National Railway Co (2)CNI · Q1 2026$247k0.0%2.4k$120.81$290k+17.4%
EastGroup Properties, Inc.EGP · Q1 2026$209k0.0%1.1k$205.67$232k+11.1%
RPM International IncRPM · Q1 2026$176k0.0%1.8k$104.61$185k+5.24%
American Water Works Company IncAWK · Q1 2026$84k0.0%616$123.78$76k-9.05%
General Dynamics CorpGD · Q1 2026$33k0.0%97$340.86$33k-0.69%
Analog Devices IncADI · Q1 2026$15k0.0%48$413.16$20k+29.9%
Targa Resources, Inc. Common StockTRGP · Q1 2026$5.3k0.0%21$264.13$5.5k+5.35%
Air Products and Chemicals IncAPD · Q1 2026$4.9k0.0%17$283.65$4.8k-2.35%
Showing 351-400 of 421