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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Dollar General CorporationDG$529M4.5M sharesTrimQ1 2026 13F$58M$140.26$106.82
Deere & Company Common StockDE$300M533k sharesAddQ1 2026 13F$57M$597.54$573.66
Workday IncWDAY$989M7.6M sharesAddQ1 2026 13F$57M$140.10$130.53
Bio-Rad Laboratories IncBIO$726M2.6M sharesTrimQ1 2026 13F$53M$278.75$305.29
PAN AMERICAN SILVER CORPPAAS$132M2.4M sharesTrimQ1 2026 13F$49M$64.31$53.32
Wheaton Precious Metals CorpWPM$1.9B14.2M sharesAddQ1 2026 13F$46M$139.07$112.79
PPG Industries, Inc.PPG$688M6.4M sharesAddQ1 2026 13F$43M$100.73$121.53
Philip Morris International IncPM$974M5.9M sharesAddQ1 2026 13F$43M$175.94$176.06
KINROSS GOLD CORPKGC$218M7.1M sharesTrimQ1 2026 13F$42M$30.52$28.51
The Bank of New York Mellon CorpBK$1.2B9.9M sharesAddQ1 2026 13F$39M$118.92$140.01
Omnicom Group IncOMC$550M7.3M sharesAddQ1 2026 13F$37M$78.31$74.85
Alamos Gold Inc.AGI$275M6.2M sharesAddQ1 2026 13F$36M$44.50$38.48
Shell PLCSHEL$98M1.1M sharesAddQ1 2026 13F$34M$85.33$86.65
Royal Gold, Inc. - Common StockRGLD$234M917.6k sharesAddQ1 2026 13F$28M$254.49$218.33
Cummins IncCMI$413M767.2k sharesAddQ1 2026 13F$27M$565.04$672.68
First Eagle Investments other Unmapped 13F securityPORTFOLIO$27M802.1k sharesOtherQ1 2026 13F$27M$33.15--
Equity ResidentialEQR$560M9.5M sharesTrimQ1 2026 13F$22M$61.68$67.34
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$183M16.1M sharesTrimQ1 2026 13F$20M$11.35--
First Eagle Investments add Unmapped 13F securityPORTFOLIO$145M1.5M sharesAddQ1 2026 13F$18M$97.36--
British American Tobacco PLCBTI$98M1.7M sharesAddQ1 2026 13F$18M$59.84$59.69
Accenture PLCACN$18M90.2k sharesAddQ1 2026 13F$17M$233.00$165.36
Ultra Clean Holdings, Inc.UCTT$27M434.1k sharesAddQ1 2026 13F$17M$58.46$83.93
First Eagle Investments other Unmapped 13F securityPORTFOLIO$17M20M sharesOtherQ1 2026 13F$17M$0.8295--
Hecla Mining CompanyHL$9.1M487.5k sharesTrimQ1 2026 13F$15M$18.63$14.52
Webster Financial CorpWBS$-14.3MExitQ1 2026 13F$14M$70.22$72.35
H.B. Fuller CompanyFUL$14M228.6k sharesOtherQ1 2026 13F$14M$61.68$61.94
Plexus CorpPLXS$14M67.5k sharesOtherQ1 2026 13F$14M$189.71$268.26
Orla Mining Ltd.ORLA$77M4.8M sharesAddQ1 2026 13F$13M$16.08$12.17
Enterprise Products Partners LPEPD$73M1.9M sharesAddQ1 2026 13F$12M$37.03$37.52
MGIC Investment Corporation Common StockMTG$-12.0MExitQ1 2026 13F$12M--$25.86
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$10M535.9k sharesTrimQ1 2026 13F$12M$18.77--
Quaker Chemical CorporationKWR$12M94.5k sharesOtherQ1 2026 13F$12M$124.23$147.27
Berkshire Hathaway Inc.BRK-A$406M565 sharesTrimQ1 2026 13F$12M$736,358.82$746,597.94
F&G Annuities & Life, Inc.FG$-11.3MExitQ1 2026 13F$11M--$27.95
SPDR S&P 500 ETF TrustSPY$11M17k sharesOtherQ1 2026 13F$11M$650.34$728.99
Lithia MotorsLAD$11M43.7k sharesOtherQ1 2026 13F$11M$249.72$292.63
Cabot CorporationCBT$10M136.7k sharesOtherQ1 2026 13F$10M$75.31$86.12
Teleflex IncTFX$-10.3MExitQ1 2026 13F$10M--$130.06
Huntsman CorpHUN$10M770.1k sharesOtherQ1 2026 13F$10M$13.31$14.84
Customers Bancorp, Inc.CUBI$-10.2MExitQ1 2026 13F$10M$64.72$76.12
Kratos Defense & Security Solutions, Inc.KTOS$-10.1MExitQ1 2026 13F$10M$87.98$56.16
Herc Holdings IncHRI$9.9M99k sharesOtherQ1 2026 13F$9.9M$99.55$137.98
Lincoln Educational Services CorporationLINC$28M685.2k sharesAddQ1 2026 13F$9.1M$40.68$48.10
Cohu, Inc.COHU$15M474.1k sharesAddQ1 2026 13F$8.8M$30.62$54.94
Ciena CorporationCIEN$1.0M2.6k sharesTrimQ1 2026 13F$8.6M$347.42$459.85
First Eagle Investments other Unmapped 13F securityPORTFOLIO$8.5M382.1k sharesOtherQ1 2026 13F$8.5M$22.36--
DENTSPLY SIRONA Inc.XRAY$175M15.1M sharesAddQ1 2026 13F$8.1M$11.60$10.00
Talos Energy Inc.TALO$7.9M503.9k sharesOtherQ1 2026 13F$7.9M$15.76$14.38
Onto Innovation IncONTO$8.8M43k sharesAddQ1 2026 13F$7.8M$205.07$266.89
Itau Unibanco banco Holding SA American depositary Shares (ITUb)ITUB$28M3.3M sharesAddQ1 2026 13F$7.8M$8.62$7.43
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