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
Texas Roadhouse, Inc.TXRH$526k3.2k sharesTrimQ1 2026 13F$343k$165.14$181.49
Strawberry Fields REIT LLCSTRW$3.9M329.6k sharesTrimQ1 2026 13F$343k$11.90$13.20
ASTRONICS CORPATRO$13M192.3k sharesAddQ1 2026 13F$341k$66.73$85.01
Taylor Morrison Home Corporation Common StockTMHC$14M240.2k sharesAddQ1 2026 13F$321k$62.48$71.44
CareDx, Inc.CDNA$10.0M575.4k sharesTrimQ1 2026 13F$312k$17.36$22.16
AngioDynamics IncANGO$3.1M275.7k sharesTrimQ1 2026 13F$303k$10.84$11.84
Lloyds Banking Group Plc American Depositary SharesLYG$37M7.4M sharesAddQ1 2026 13F$296k$5.36$5.30
Entegris IncENTG$1.2M10k sharesAddQ1 2026 13F$289k$123.48$132.71
LifeStance Health Group, Inc.LFST$10M1.6M sharesTrimQ1 2026 13F$276k$6.37$7.61
Equinix, Inc.EQIX$546k557 sharesAddQ1 2026 13F$276k$951.36$1,062.74
Rocket Cos IncRKT$923k64.8k sharesTrimQ1 2026 13F$272k$16.16$12.35
Dominion Energy IncD$-270.8KExitQ1 2026 13F$271k$62.94$65.52
Generac Holdings IncGNRC$879k4.5k sharesAddQ1 2026 13F$265k$195.33$280.53
Tenet Healthcare CorpTHC$1.0M5.4k sharesTrimQ1 2026 13F$256k$221.11$163.01
Altisource Portfolio Solutions S.A.ASPS$2.8M435.7k sharesTrimQ1 2026 13F$253k$6.37$6.55
Utz Brands Inc Class A Common StockUTZ$8.9M1.1M sharesTrimQ1 2026 13F$252k$7.92$7.45
Skyline Champion CorpSKY$10M136.2k sharesTrimQ1 2026 13F$252k$92.13$74.12
Nature's Sunshine Products, Inc.NATR$2.4M98.8k sharesAddQ1 2026 13F$238k$23.99$20.40
Evercore Inc.EVR$1.2M3.9k sharesTrimQ1 2026 13F$230k$298.51$342.53
Ryman Hospitality Properties IncRHP$830k9k sharesAddQ1 2026 13F$230k$94.70$115.03
OSI Systems, Inc.OSIS$6.5M24.7k sharesTrimQ1 2026 13F$227k$265.51$217.48
Airgain, Inc.AIRG$2.1M372.9k sharesAddQ1 2026 13F$221k$5.50$7.14
Cardinal Health, Inc. Common StockCAH$1.2M5.8k sharesTrimQ1 2026 13F$219k$211.31$199.84
Titan America S.A.TTAM$6.1M408.1k sharesTrimQ1 2026 13F$217k$14.98$16.49
XPO Logistics, Inc. (XPO)XPO$721k3.7k sharesAddQ1 2026 13F$216k$194.55$212.94
Clean Harbors IncCLH$1.1M3.8k sharesAddQ1 2026 13F$199k$272.92$282.76
Chefs' Warehouse, Inc.CHEF$10.0M167.5k sharesTrimQ1 2026 13F$196k$59.45$76.83
Titan International, Inc.TWI$4.6M670.6k sharesTrimQ1 2026 13F$179k$6.91$7.23
Veeco Instruments Inc.VECO$13M391.4k sharesTrimQ1 2026 13F$164k$33.86$60.24
GXO Logistic IncGXO$6.6M126.6k sharesTrimQ1 2026 13F$160k$51.85$50.24
Black Stone Minerals, L.P. Common units representiBSM$454k30k sharesAddQ1 2026 13F$158k$15.12$13.32
nVent Electric PLCNVT$1.2M10.3k sharesAddQ1 2026 13F$148k$118.28$167.80
Black Hills Corporation Common StockBKH$8.9M128.8k sharesAddQ1 2026 13F$144k$69.41$74.48
Flex LtdFLEX$1.3M20.2k sharesAddQ1 2026 13F$142k$63.95$150.72
Universal Electronics Inc.UEIC$993k241.1k sharesAddQ1 2026 13F$126k$4.05$3.95
The Williams Companies, Inc.WMB$315k4.3k sharesAddQ1 2026 13F$122k$72.91$71.59
Exelixis IncEXEL$429k10k sharesTrimQ1 2026 13F$122k$42.89$50.03
LSI Industries Inc.LYTS$5.3M285.4k sharesAddQ1 2026 13F$117k$18.60$24.74
Vail Resorts, Inc.MTN$3.1M23.8k sharesTrimQ1 2026 13F$106k$128.32$131.20
Arcosa, Inc.ACA$13M126.6k sharesAddQ1 2026 13F$102k$106.14$126.74
UGI CorporationUGI$426k11.7k sharesAddQ1 2026 13F$101k$36.42$35.18
Reliance Steel & Aluminum CoRS$326k1.1k sharesAddQ1 2026 13F$96k$303.92$378.39
Quest Diagnostics IncDGX$588k3k sharesTrimQ1 2026 13F$95k$202.03$197.21
Citizens, Inc.CIA$2.9M582.8k sharesAddQ1 2026 13F$92k$5.03$5.88
First Eagle Investments add Unmapped 13F securityPORTFOLIO$356k3k sharesAddQ1 2026 13F$92k$117.61--
Murphy Oil CorpMUR$8.5M206k sharesAddQ1 2026 13F$91k$41.25$35.65
Casey's General Stores, Inc.CASY$582k800 sharesAddQ1 2026 13F$89k$727.86$784.38
Houlihan Lokey, Inc. Class A Common StockHLI$700k4.9k sharesTrimQ1 2026 13F$88k$153.82$137.10
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$768k283.4k sharesTrimQ1 2026 13F$83k$2.71--
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$6.7M721.4k sharesTrimQ1 2026 13F$82k$9.23--
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