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
Automatic Data Processing IncADP$579M2.8M sharesOtherQ1 2026 13F$579M$212.64$229.08
Brown & Brown IncBRO$575M8.8M sharesOtherQ1 2026 13F$575M$68.82$58.00
Barrick Mining CorporationB$839M20.6M sharesTrimQ1 2026 13F$559M$44.62$39.46
Analog Devices IncADI$15k48 sharesTrimQ1 2026 13F$549M$328.35$413.16
C.H. Robinson Worldwide IncCHRW$952M5.7M sharesTrimQ1 2026 13F$507M$193.59$176.49
Taiwan Semiconductor Manufacturing Co LtdTSM$1.3B3.9M sharesTrimQ1 2026 13F$486M$344.13$440.83
Waters CorpWAT$469M1.6M sharesOtherQ1 2026 13F$469M$309.75$363.34
Fiserv IncFISV$418M7.5M sharesOtherQ1 2026 13F$418M$59.54$52.72
Schlumberger N.V. Common StockSLB$1.5B28.4M sharesAddQ1 2026 13F$394M$49.47$56.55
Becton Dickinson and CoBDX$1.9B11.9M sharesTrimQ1 2026 13F$385M$164.97$143.98
Oracle CorporationORCL$1.2B8.4M sharesTrimQ1 2026 13F$375M$151.95$148.68
First Eagle Investments add Unmapped 13F securityPORTFOLIO$665M13.6M sharesAddQ1 2026 13F$321M$49.07--
Cullen Frost BankersCFR$311M2.3M sharesOtherQ1 2026 13F$311M$137.08$137.69
Ross Stores IncROST$3.5M16.2k sharesTrimQ1 2026 13F$260M$206.14$227.42
Boston Properties, Inc.BXP$485M9.3M sharesAddQ1 2026 13F$255M$60.88$60.72
Meta Platforms IncMETA$1.8B3.2M sharesTrimQ1 2026 13F$252M$640.86$585.39
Franco-Nevada CorporationFNV$1.3B5.3M sharesAddQ1 2026 13F$244M$247.64$223.22
Weyerhaeuser CompanyWY$1.1B46.3M sharesAddQ1 2026 13F$240M$24.43$24.51
Imperial Oil Limited Common StockIMO$1.8B14M sharesAddQ1 2026 13F$223M$121.57$122.55
Microsoft CorpMSFT$491M1.3M sharesAddQ1 2026 13F$221M$418.44$372.97
ONEOK IncOKE$1.1B11.7M sharesAddQ1 2026 13F$220M$78.08$88.21
IPG Photonics CorporationIPGP$526M4.6M sharesAddQ1 2026 13F$205M$114.59$116.99
Elevance Health, Inc. Common StockELV$1.2B4.1M sharesTrimQ1 2026 13F$200M$307.30$418.15
Alphabet IncGOOGL$345M1.2M sharesTrimQ1 2026 13F$196M$314.21$337.39
Alphabet Cl CGOOG$2.1B7.4M sharesTrimQ1 2026 13F$188M$314.16$334.69
Ambev SAABEV$1.0B347M sharesAddQ1 2026 13F$183M$2.86$3.27
First Eagle Investments add Unmapped 13F securityPORTFOLIO$1.1B5.2M sharesAddQ1 2026 13F$174M$203.02--
Extra Space Storage IncEXR$503M3.8M sharesAddQ1 2026 13F$171M$144.34$144.43
First Eagle Investments add Unmapped 13F securityPORTFOLIO$1.4B12.9M sharesAddQ1 2026 13F$169M$111.06--
HCA Healthcare IncHCA$1.5B3.3M sharesTrimQ1 2026 13F$162M$518.22$361.32
Charter Communications IncCHTR$773M3.6M sharesAddQ1 2026 13F$153M$226.34$133.64
Universal Health Services, Inc. Common StockUHS$792M4.4M sharesTrimQ1 2026 13F$149M$178.97$154.29
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$1.3B4.3M sharesTrimQ1 2026 13F$135M$293.39$258.12
Exxon Mobil CorpXOM$1.1B6.2M sharesAddQ1 2026 13F$125M$152.80$151.75
The Walt Disney CoDIS$506M5.3M sharesAddQ1 2026 13F$115M$105.69$98.87
American Express CoAXP$503M1.7M sharesTrimQ1 2026 13F$104M$335.29$340.36
NOV Inc.NOV$685M36.4M sharesAddQ1 2026 13F$97M$18.81$20.23
Expeditors International of Washington IncEXPD$852M5.9M sharesTrimQ1 2026 13F$89M$143.23$161.51
International Flavors & Fragrances, Inc.IFF$676M9.3M sharesAddQ1 2026 13F$81M$70.22$77.00
Texas Instruments IncTXN$713M3.7M sharesAddQ1 2026 13F$80M$202.46$290.90
Fidelity National FinancialFNF$412M8.9M sharesAddQ1 2026 13F$79M$51.92$48.07
SPDR Gold TrustGLD$1.1B2.5M sharesAddQ1 2026 13F$76M$447.84$408.49
The Magnum Ice Cream Company N.V.MICC$334M22.7M sharesAddQ1 2026 13F$73M$15.28$16.33
Medtronic PLCMDT$870M10M sharesTrimQ1 2026 13F$69M$95.80$80.69
Newmont CorporationNEM$1.3B12M sharesTrimQ1 2026 13F$68M$115.15$98.99
Nutrien LtdNTR$754M10M sharesTrimQ1 2026 13F$68M$75.46$68.73
Colgate-Palmolive CoCL$692M8.1M sharesAddQ1 2026 13F$66M$91.79$86.07
State Street SPDR Bloomberg 1-3 Month T-Bill ETFBIL$125M1.4M sharesAddQ1 2026 13F$60M$91.64$91.62
Versant Media Group, Inc. Class AVSNT$59M1.6M sharesOtherQ1 2026 13F$59M$46.65$43.40
Carlisle Cos IncCSL$265M793.2k sharesAddQ1 2026 13F$58M$370.67$338.09
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