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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Silicon Motion Technology CorporationSIMO · Q1 2026$112.29$321.66+$35M+186.5%$54M
Vishay Intertechnology, Inc. Common StockVSH · Q1 2026$18.00$48.90+$33M+171.7%$52M
Schweitzer-Mauduit International, Inc.SWM · Q1 2026$8.70$23.41+$16M+169.1%$26M
Xerox Holdings CorporationXRX · Q1 2026$1.29$3.42+$2.3M+165.1%$3.8M
Flex LtdFLEX · Q1 2026$65.46$150.72+$1.7M+130.2%$3.0M
Alpha and Omega Semiconductor Limited - Common SharesAOSL · Q1 2026$22.16$48.64+$1.1M+119.5%$1.9M
TTM Technologies, Inc.TTMI · Q1 2026$97.42$190.67+$21M+95.7%$43M
Amtech Systems, Inc.ASYS · Q1 2026$11.68$21.93+$8.5M+87.8%$18M
Hinge Health, Inc.HNGE · Q1 2026$38.56$70.56+$11M+83.0%$24M
Cohu, Inc.COHU · Q1 2026$30.62$54.94+$12M+79.4%$26M
Veeco Instruments Inc.VECO · Q1 2026$33.86$60.24+$10M+77.9%$24M
Extreme Networks, Inc.EXTR · Q1 2026$15.08$26.67+$4.1M+76.9%$9.3M
Axcelis Technologies, Inc.ACLS · Q1 2026$93.08$157.91+$6.5M+69.6%$16M
Exagen Inc.XGN · Q1 2026$3.00$5.08+$261k+69.3%$636k
Cryoport IncCYRX · Q1 2026$8.28$14.02+$4.3M+69.3%$10M
Coherent CorpCOHR · Q1 2026$238.21$401.93+$740k+68.7%$1.8M
Harmonic Inc.HLIT · Q1 2026$8.98$14.96+$7.1M+66.6%$18M
Viavi Solutions IncVIAV · Q1 2026$33.28$53.06+$11M+59.4%$30M
Unitedhealth Group IncUNH · Q1 2026$270.59$427.89+$6.4M+58.1%$17M
Dycom Industries, Inc. Common StockDY · Q1 2026$338.82$529.13+$6.0M+56.2%$17M
Kaiser Aluminum CorporationKALU · Q1 2026$120.51$187.03+$7.4M+55.2%$21M
CECO Environmental Corp.CECO · Q1 2026$59.58$92.29+$7.9M+54.9%$22M
MARAVAI LIFESCIENS HLDGS INCMRVI · Q1 2026$2.83$4.37+$3.9M+54.4%$11M
Materion CorporationMTRN · Q1 2026$144.65$222.04+$7.9M+53.5%$23M
Benchmark Electronics, Inc.BHE · Q1 2026$56.06$86.02+$8.9M+53.4%$26M
Strata Critical Medical, Inc.SRTA · Q1 2026$4.18$6.38+$5.0M+52.5%$14M
EnPro Industries, Inc.NPO · Q1 2026$250.65$379.65+$9.0M+51.5%$27M
Mayville Engineering Company, Inc.MEC · Q1 2026$17.95$27.13+$3.7M+51.1%$11M
Texas Instruments IncTXN · Q1 2026$194.14$290.90+$356M+49.8%$1.1B
United Rentals IncURI · Q1 2026$728.50$1,084.05+$2.1k+48.8%$6.5k
Custom Truck One Source, Inc.CTOS · Q1 2026$6.57$9.74+$2.4M+48.2%$7.5M
Luxfer Holdings PLCLXFR · Q1 2026$12.18$18.01+$1.7M+47.9%$5.4M
Covenant Logistics Group, Inc.CVLG · Q1 2026$27.15$39.59+$3.1M+45.8%$9.8M
Generac Holdings IncGNRC · Q1 2026$195.33$280.53+$383k+43.6%$1.3M
Elevance Health, Inc. Common StockELV · Q1 2026$292.75$418.15+$518M+42.8%$1.7B
nVent Electric PLCNVT · Q1 2026$118.28$167.80+$512k+41.9%$1.7M
Littelfuse IncLFUS · Q1 2026$339.35$475.66+$457k+40.2%$1.6M
Delta Air Lines IncDAL · Q1 2026$66.48$92.57+$314k+39.2%$1.1M
CROSS COUNTRY HEALTHCARE INCCCRN · Q1 2026$9.40$13.07+$2.2M+39.0%$7.7M
Park-Ohio Holdings Corp.PKOH · Q1 2026$24.04$33.40+$4.5M+38.9%$16M
Ceragon Networks Ltd.CRNT · Q1 2026$2.16$3.00+$216k+38.9%$771k
Digi International Inc.DGII · Q1 2026$48.20$66.88+$3.2M+38.8%$12M
Herc Holdings IncHRI · Q1 2026$99.55$137.98+$3.8M+38.6%$14M
Thermon Group Holdings, Inc. Common StockTHR · Q1 2026$50.40$69.21+$5.7M+37.3%$21M
Rogers CorporationROG · Q1 2026$107.33$145.85+$5.1M+35.9%$19M
Ultra Clean Holdings, Inc.UCTT · Q1 2026$62.18$83.93+$9.4M+35.0%$36M
WESCO International, Inc. (WCC)WCC · Q1 2026$273.62$368.57+$4.9M+34.7%$19M
FormFactor, Inc.FORM · Q1 2026$96.99$130.24+$6.0M+34.3%$23M
908 Devices Inc.MASS · Q1 2026$6.12$8.16+$1.6M+33.3%$6.6M
LSI Industries Inc.LYTS · Q1 2026$18.60$24.74+$1.8M+33.0%$7.1M