First Eagle Investments

First Eagle Investments

First Eagle Investments is a prominent American investment management firm based in New York City, with a rich history dating back to its founding in 1864 in Dresden, Germany. Initially established as Arnhold Brothers, the firm relocated to the United States in the 1930s and has since evolved into a significant player in asset management, offering a diverse range of investment strategies that encompass equities, fixed income, multi-asset, and alternative credit. With approximately $181 billion in assets under management as of December 31, 2025, First Eagle is recognized for its disciplined investment approach and commitment to long-term value creation. The firm’s investment philosophy centers on a value-oriented strategy, focusing on fundamental analysis to identify undervalued securities across various sectors. First Eagle Investments employs a thorough research process and risk management practices to navigate market fluctuations, aiming to deliver consistent returns to its clients. Recent disclosures reveal a dynamic trading record, with a total of 200 filings reflecting position changes, including 100 increases and 58 reductions, as well as 19 exits. The latest disclosure, dated May 14, 2026, highlights significant activity with Automatic Data Processing, Inc. (ADP), which saw a notable move valued at approximately $579 million. The firm has shown a concentrated interest in technology and industrial sectors, with 31 and 27 respective disclosures in these areas.

Latest Trades

CompanyValueActionChangePriceLast Price
Matrix Service CompanyMTRX$10M850.8k sharesAddQ1 2026 13F$2M$11.91$12.47
CENTURY ALUMINUM COCENX$10M163.1k sharesTrimQ1 2026 13F$2M$58.69$42.60
El Pollo Loco Holdings, Inc.LOCO$8M575.3k sharesAddQ1 2026 13F$2M$13.86$16.60
Eastman Kodak CompanyKODK$3M292.5k sharesTrimQ1 2026 13F$2M$7.65$7.65
Harmonic Inc.HLIT$11M1.2M sharesAddQ1 2026 13F$2M$8.98$12.47
Seacoast Banking Corp of FloridaSBCF$15M505.1k sharesAddQ1 2026 13F$2M$30.29$33.23
Stevanato Group S.p.A.STVN$2M157.5k sharesOtherQ1 2026 13F$2M$13.75$20.10
Titan Machinery Inc.TITN$13M801.2k sharesAddQ1 2026 13F$2M$16.72$18.98
Dycom Industries, Inc. Common StockDY$11M31.4k sharesTrimQ1 2026 13F$2M$338.82$412.86
Old Republic International Corporation (ORI)ORI$11M267.6k sharesTrimQ1 2026 13F$2M$39.90$41.48
Tennant Company Common StockTNC$2M32.1k sharesOtherQ1 2026 13F$2M$66.40$86.17
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$3M196.6k sharesTrimQ1 2026 13F$2M$16.98--
Whitestone REITWSR$12M742.1k sharesAddQ1 2026 13F$2M$16.15$18.99
First Eagle Investments exit Unmapped 13F securityPORTFOLIO$-2.0MExitQ1 2026 13F$2M----
Element Solutions Inc. (ESI)ESI$2M56.5k sharesOtherQ1 2026 13F$2M$34.14$37.63
Healthcare Services Group, Inc.HCSG$9M474.5k sharesTrimQ1 2026 13F$2M$19.74$24.99
First Eagle Investments add Unmapped 13F securityPORTFOLIO$1.9MAddQ1 2026 13F$2M----
The Timken CoTKR$9M91.8k sharesAddQ1 2026 13F$2M$100.57$139.47
Gates Industrial Corp PLCGTES$2M83.5k sharesOtherQ1 2026 13F$2M$24.32$26.95
First Eagle Investments add Unmapped 13F securityPORTFOLIO$6M570.8k sharesAddQ1 2026 13F$2M$11.12--
Janus International group, Inc.JBI$7M1.4M sharesTrimQ1 2026 13F$2M$5.15$5.46
Unitedhealth Group IncUNH$11M40.8k sharesTrimQ1 2026 13F$2M$297.81$418.52
Eagle Materials Inc.EXP$12M65.5k sharesAddQ1 2026 13F$2M$212.80$202.40
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$35M29.6k sharesTrimQ1 2026 13F$2M$1,191.56--
ASTEC INDUSTRIES INCASTE$14M260.3k sharesAddQ1 2026 13F$2M$53.84$56.30
First Eagle Investments exit Unmapped 13F securityPORTFOLIO$-1.8MExitQ1 2026 13F$2M----
Old National BancorpONB$15M696.8k sharesAddQ1 2026 13F$2M$23.35$27.29
Axos Financial, Inc.AX$14M164.6k sharesAddQ1 2026 13F$2M$85.09$100.94
NETGEAR, Inc.NTGR$6M288.9k sharesAddQ1 2026 13F$2M$21.84$22.43
Helix Energy Solutions Group, Inc.HLX$5M526.4k sharesAddQ1 2026 13F$2M$8.51$9.52
First Eagle Investments add Unmapped 13F securityPORTFOLIO$7M279.1k sharesAddQ1 2026 13F$2M$25.41--
908 Devices Inc.MASS$5M803.6k sharesAddQ1 2026 13F$2M$6.12$7.41
OneWater Marine Inc.ONEW$5M525.7k sharesAddQ1 2026 13F$2M$9.45$13.55
Valley National BancorpVLY$12M971.5k sharesAddQ1 2026 13F$2M$12.45$14.67
First Eagle Investments add Unmapped 13F securityPORTFOLIO$46M805.9k sharesAddQ1 2026 13F$2M$56.97--
Envista Holdings Corporation Common StockNVST$7M264.5k sharesAddQ1 2026 13F$2M$25.37$26.71
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$12M354.6k sharesTrimQ1 2026 13F$2M$33.13--
Axcelis Technologies, Inc.ACLS$9M100.6k sharesTrimQ1 2026 13F$2M$88.56$145.01
Avidbank Holdings, Inc.AVBH$6M197.3k sharesAddQ1 2026 13F$2M$28.64$32.16
Mama's Creations, Inc.MAMA$19M1.2M sharesAddQ1 2026 13F$2M$15.18$17.09
John Bean Technologies CorpJBT$8M63k sharesTrimQ1 2026 13F$2M$127.87$125.32
Berkshire Hathaway Inc.BRK-B$28M57.6k sharesAddQ1 2026 13F$2M$490.90$493.12
U.S. BancorpUSB$469M9M sharesTrimQ1 2026 13F$2M$54.26$63.25
DUCOMMUN INCDCO$19M153.8k sharesAddQ1 2026 13F$2M$119.63$168.67
First Eagle Investments add Unmapped 13F securityPORTFOLIO$7M184.1k sharesAddQ1 2026 13F$2M$36.45--
FTAI INFRASTRUCTURE INCFIP$12M2.5M sharesAddQ1 2026 13F$1M$5.60$4.04
Wells Fargo & CompanyWFC-PL$30M25.7k sharesTrimQ1 2026 13F$1M$1,216.73$1,173.91
Aveanna Healthcare Holdings Inc.AVAH$5M766.7k sharesTrimQ1 2026 13F$1M$6.44$9.77
ETHAN ALLEN INTERIORS INCETD$8M342.7k sharesAddQ1 2026 13F$1M$22.26$23.20
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$1M508.5k sharesTrimQ1 2026 13F$1M$2.72--
Showing 201-250 of 460