First Eagle Investment (Trades, Portfolio) is an independent firm with approximately $105 billion in assets under management. In both first-quarter 2017 and fourth-quarter 2016, it bought shares in the following stocks:
Intellicheck Inc. (IDN, Financial)
In fourth-quarter 2016, the firm increased the position by 27.19%. It added another 0.92% in the first quarter of 2017 .
First Eagle holds 9.86% of the company’s outstanding shares. Intellicheck is a technology company that manufactures identity systems for applications.
Jim Simons (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.79% of outstanding shares.
Seagate Technology PLCĂ‚ (STX, Financial)
First Eagle increased its holding by 62.04% during the fourth quarter and again by 1.49% in the first quarter.
The firm owns 0.15% of the company’s outstanding shares. Seagate provides electronic data storage solutions.
The largest shareholder among the gurus is Jeff Ubben (Trades, Portfolio) with 3.22% of outstanding shares, followed by Richard Pzena (Trades, Portfolio) with 1.16%, Simons with 0.44%, Joel Greenblatt (Trades, Portfolio) with 0.22%, John Buckingham (Trades, Portfolio) with 0.07%, Jeremy Grantham (Trades, Portfolio) with 0.06% and John Hussman (Trades, Portfolio) with 0.03%.
Semgroup Corp. (SEMG, Financial)
During the fourth quarter, the firm boosted its stake by 1,185.04%. It added another 18.12% in the first quarter.
First Eagle holds 1.82% of the company’s outstanding shares. Semgroup provides midstream services to independent producers and refiners of petroleum products in the Midwest and Rocky Mountain regions.
Simons is another notable shareholder of the company among the gurus with 0.44% of outstanding shares, followed by Ron Baron (Trades, Portfolio) with 0.07%.
BlackBerry Ltd. (BBRY, Financial)
The firm increased its position by 292.43% during the fourth quarter. In the first quarter, Ă‚ it added another 48.87%.
The firm holds 1.16% of the company’s outstanding shares. BlackBerry manufactures mobile devices and software.Â
The largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 14.25% of outstanding shares, followed by Prem Watsa (Trades, Portfolio) with 8.79%, Simons with 2.53%, Kahn Brothers (Trades, Portfolio) with 0.85% and Francis Chou (Trades, Portfolio) with 0.1%.
During the fourth quarter, First Eagle increased its stake by 163.94%, and increased it by 33.86% in the first quarter.
The firm owns 0.21% of the company’s outstanding shares. HP is a software company.
Dodge & Cox is the largest shareholder of the company among the gurus with 7.01% of outstanding shares, followed by PRIMECAP Management with 3.79%, Pzena with 0.37%, Simons with 0.21%, Donald Yacktman (Trades, Portfolio) with 0.12%, Greenblatt with 0.11%, the Yacktman Fund (Trades, Portfolio) with 0.11% and Granatham with 0.09%.
Post Holdings Inc. (POST, Financial)
During the fourth quarter, the firm boosted its holding by 657.03%. It added another 24.13% in the first quarter.
The firm holds 1.21% of the company’s outstanding shares. Post is a consumer packaged goods company.
The largest shareholder among the gurus is Diamond Hill Capital (Trades, Portfolio) with 2.11% of outstanding shares, followed by Simons with 1.86%, Mario Gabelli (Trades, Portfolio) with 1.07% and PRIMECAP Management with 0.02%.
United Breweries Co. Inc. (CCU, Financial)
During the fourth quarter, First Eagle added 22.86% to the position. In the first quarter, it increased it by 4.39%.
The firm holds 3.46% of the company’s outstanding shares. United Breweries produces beer, spirits and other nonalcoholic beverages.Â
IVA International Fund (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.3% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.18% and Manning & Napier Advisors Inc. with 0.06%.
Imperial Oil Ltd.Ă‚ (IMO, Financial)
The firm increased the stake by 42.17% during the fourth quarter. In the first quarter, it added another 62.23%.
The investment firm owns 1% of the company’s outstanding shares. Imperial Oil produces crude oil and natural gas.
Another notable shareholder among the gurus is Simons with 0.04% of outstanding shares, followed by Ray Dalio (Trades, Portfolio) with 0.03% and Greenblatt with 0.01%.
Fortive Corp.Ă‚ (FTV, Financial)
The stake was increased by 111.25% in the fourth quarter and by 25.46% in the first quarter.
First Eagle holds 1.36% of the company’s outstanding shares. Fortive is an industrial company.
Chuck Akre (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.22% of outstanding shares, followed by Simons with 0.09%, Greenblatt with 0.09%, Steven Cohen (Trades, Portfolio) with 0.09% and Murray Stahl (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
