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
M/I Homes, Inc.MHO$-7.7MExitQ1 2026 13F$7.7M--$133.63
Ferguson PLCFERG$148M633.3k sharesAddQ1 2026 13F$7.6M$233.26$229.80
Materion CorporationMTRN$15M102k sharesAddQ1 2026 13F$7.5M$144.65$222.04
CECO Environmental Corp.CECO$14M242.5k sharesTrimQ1 2026 13F$7.5M$59.58$92.29
Five9, Inc.FIVN$-7.3MExitQ1 2026 13F$7.3M--$22.34
Covenant Logistics Group, Inc.CVLG$6.7M248.2k sharesOtherQ1 2026 13F$6.7M$27.15$39.59
Scorpio Tankers Inc.STNG$18M235.1k sharesAddQ1 2026 13F$6.7M$67.03$81.70
Alphatec Holdings, Inc.ATEC$7.6M696.6k sharesTrimQ1 2026 13F$6.6M$10.88$7.83
HALEON PLCHLN$40M4M sharesAddQ1 2026 13F$6.6M$10.01$9.32
Douglas Emmett, Inc.DEI$131M14M sharesTrimQ1 2026 13F$6.5M$9.42$11.51
First Eagle Investments add Unmapped 13F securityPORTFOLIO$17M1.4M sharesAddQ1 2026 13F$6.5M$12.58--
Olin CorporationOLN$6.4M213.8k sharesOtherQ1 2026 13F$6.4M$29.73$26.02
Oil States International, Inc.OIS$24M2M sharesAddQ1 2026 13F$6.3M$11.64$8.39
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$3.1M72.5k sharesTrimQ1 2026 13F$6.2M$43.42--
Gold Fields LimitedGFI$161M3.5M sharesAddQ1 2026 13F$6.1M$45.40$31.88
YETI Holdings, Inc.YETI$-5.9MExitQ1 2026 13F$5.9M--$46.97
National Vision Holdings, Inc.EYE$5.7M221.6k sharesTrimQ1 2026 13F$5.9M$25.90$16.59
Benchmark Electronics, Inc.BHE$17M296.6k sharesAddQ1 2026 13F$5.9M$56.06$86.02
First Eagle Investments add Unmapped 13F securityPORTFOLIO$5.8MAddQ1 2026 13F$5.8M----
Viavi Solutions IncVIAV$19M559.8k sharesAddQ1 2026 13F$5.7M$33.28$53.06
IDACORP, Inc. Common StockIDA$5.9M41.6k sharesTrimQ1 2026 13F$5.6M$142.97$143.74
CROSS COUNTRY HEALTHCARE INCCCRN$5.5M589.7k sharesOtherQ1 2026 13F$5.5M$9.40$13.07
Universal Technical Institute, Inc.UTI$17M472.1k sharesAddQ1 2026 13F$5.4M$36.10$39.37
Beta Bionics, Inc.BBNX$2.4M242k sharesTrimQ1 2026 13F$5.3M$10.02$11.63
Extreme Networks, Inc.EXTR$5.3M349.5k sharesOtherQ1 2026 13F$5.3M$15.08$26.67
First Eagle Investments add Unmapped 13F securityPORTFOLIO$12M568.9k sharesAddQ1 2026 13F$5.3M$20.60--
Sonos IncSONO$9.5M709k sharesAddQ1 2026 13F$5.2M$13.40$15.93
FABRINETFN$7.9M15.2k sharesTrimQ1 2026 13F$5.1M$508.19$623.71
Thryv Holdings, Inc.THRY$-5.1MExitQ1 2026 13F$5.1M--$3.66
LSB Industries, Inc.LXU$16M1.1M sharesAddQ1 2026 13F$5.0M$14.90$12.87
Spectrum Brands Holdings IncSPB$17M232.3k sharesAddQ1 2026 13F$4.9M$73.70$77.58
Warby Parker Inc.WRBY$2.8M135.1k sharesTrimQ1 2026 13F$4.8M$21.07$25.68
Similarweb Ltd.SMWB$-4.8MExitQ1 2026 13F$4.8M--$4.02
Silicon Motion Technology CorporationSIMO$19M168.4k sharesAddQ1 2026 13F$4.7M$112.29$321.66
Embecta Corp.EMBC$-4.7MExitQ1 2026 13F$4.7M--$3.29
Talkspace, Inc.TALK$3.4M665.9k sharesTrimQ1 2026 13F$4.6M$5.18$5.20
Brookdale Senior Living Inc.BKD$26M1.9M sharesAddQ1 2026 13F$4.4M$13.68$13.50
Geospace Technologies CorporationGEOS$2.9M240k sharesTrimQ1 2026 13F$4.3M$12.20$8.54
Vishay Intertechnology, Inc. Common StockVSH$19M1.1M sharesAddQ1 2026 13F$4.3M$18.00$48.90
Ameris BancorpABCB$19M247.5k sharesAddQ1 2026 13F$4.2M$79.38$89.32
Remitly Global, Inc.RELY$13M831.5k sharesAddQ1 2026 13F$4.2M$15.67$20.12
Dorian LPG Ltd.LPG$14M394.9k sharesAddQ1 2026 13F$4.1M$34.20$42.23
Golar LNG LimitedGLNG$15M277.5k sharesAddQ1 2026 13F$4.1M$54.11$50.28
CAE Inc.CAE$24M935k sharesTrimQ1 2026 13F$4.1M$26.04$24.67
Albany International Corp.AIN$11M204.8k sharesAddQ1 2026 13F$4.0M$56.06$67.63
First Eagle Investments add Unmapped 13F securityPORTFOLIO$11M153k sharesAddQ1 2026 13F$4.0M$73.45--
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$8.3M339.9k sharesTrimQ1 2026 13F$3.9M$24.44--
Xerox Holdings CorporationXRX$1.4M1.1M sharesTrimQ1 2026 13F$3.8M$1.29$3.42
Braze, Inc.BRZE$3.7M158.5k sharesOtherQ1 2026 13F$3.7M$23.61$24.58
EnPro Industries, Inc.NPO$18M69.9k sharesAddQ1 2026 13F$3.7M$250.65$379.65
Showing 101-150 of 460