
	First Eagle Investment 13F
	First Eagle Investment Management, LLC

	Last update 2026-08-06	423 Stocks (41 new)
	Value $59.91 Bil	Turnover 8 %
	Countries: Top Holdings: GOOG(4.32%)BDX(3.49%)META(3.03%)TSM(2.99%)FMX(2.78%) SEC Filings

First Eagle Investment Profile

With a heritage dating back to 1864, First Eagle is an independent investment management firm that provides investment advisory services to private investment funds, institutional accounts, high-net-worth individuals, financial professionals and their clients through a range of investment strategies and retail mutual funds.

First Eagle Investment Investing Philosophy

First Eagle's value-oriented approach is defined by the conviction that absolute long-term performance is the best way to preserve capital, rather than attempting to compete against the short-term movements of the major indices, and rigorous application of bottom-up fundamental analysis intended to reduce risk. The firm's strategy incorporates on-site research by actively visiting companies and talking to managers to gain rounded, first-hand knowledge of investment prospects. First Eagle buys securities whose intrinsic value and long-term potential outweighs market risk.

First Eagle Investment Portfolio and Latest Trades

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Ticker
XOM
BKNG
TXN
EXPD
ADP
CHRW
HCC
MDT
BDX
MSFT
GOOGL
BRO
CRM
XRAY
FISV
CSL
WDAY
IPGP
CMI
WY
NOV
CFR
BNY
WAT
VSNT
TSM
IMO
NEM
WTW
B
DEO
GOOG
ELV
KGC
SLB
BIL
ESI
GTES
GFF
HCA
NG
UHS
THR Unlock Delisted
ARLO
CENX
CEVA
CMCSA
DIN
DIS
DORM
ENSG
FMX
GO
IBP
ITRI
META
MUR
NE
OKE
ONTO
ORCL
PSN
PPG
KWR
RGLD
GLD
SBLK
LRN
SYNA
TNC
VIAV
SPY
BZH
CCS
EXP
ABM
AEIS
AIN
ALKT
ABEV
AMRC
AXP
ABCB
AMN
AVBH
ACLS
AXS
AX
BDC
BHE
BRK.B
BKH
BRZE
RILY
BTI
BKD
BXP
CBT
CDRE
CALM

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
XOM	ExxonMobil Holdings Corp	2026-06-30	Sold Out Sold Out	-1.79%	● 136.06 ($149.98) 169.66	$165.11	10.09%	Sold Out	0	-6,237,614
BKNG	Booking Holdings Inc	2026-06-30	New Buy New Buy	+1.46%	● 154.13 ($170.55) 192.03	$209.62	22.91%	New holding	4,916,494	4,916,494
TXN	Texas Instruments Inc	2026-06-30	Reduce Reduce	-1.19%	● 194.14 ($276.1) 332.28	$264.36	-4.25%	Reduce -98.57%	52,464	-3,621,789
EXPD	Expeditors International of Washington Inc Expeditors International of Washington Inc	2026-06-30	Reduce Reduce	-0.95%	● 139.71 ($154.47) 166.62	$187.81	21.58%	Reduce -66.01%	2,020,988	-3,924,197
ADP	Automatic Data Processing Inc	2026-06-30	Add Add	+0.87%	● 188.79 ($213.58) 233.74	$280.81	31.48%	Add 81.56%	5,173,929	2,324,145
CHRW	C.H. Robinson Worldwide Inc	2026-06-30	Reduce Reduce	-0.59%	● 159.78 ($177.44) 193.74	$141.58	-20.21%	Reduce -36.43%	3,642,453	-2,087,530
HCC	Warrior Met Coal Inc	2026-06-30	New Buy New Buy	+0.53%	● 80.81 ($90.46) 110.28	$106.73	17.99%	New holding	3,879,058	3,879,058
MDT	Medtronic PLC	2026-06-30	Add Add	+0.49%	● 73.75 ($80.77) 88.65	$93.35	15.58%	Add 37.23%	13,783,983	3,739,288
BDX	Becton Dickinson & Co	2026-06-30	Add Add	+0.48%	● 140.71 ($149.68) 158.64	$192.00	28.27%	Add 15.82%	13,815,335	1,887,224
MSFT	Microsoft Corp	2026-06-30	Add Add	+0.38%	● 352.83 ($404.05) 460.52	$483.24	19.60%	Add 46.42%	1,940,215	615,117
GOOGL	Alphabet Inc	2026-06-30	Reduce Reduce	-0.33%	● 287.56 ($358.82) 402.62	$344.82	-3.90%	Reduce -56.69%	518,922	-679,315
BRO	Brown & Brown Inc	2026-06-30	Add Add	+0.31%	● 54.38 ($61.07) 68.95	$72.92	19.40%	Add 32.92%	11,727,514	2,904,352
CRM	Salesforce Inc	2026-06-30	Add Add	+0.31%	● 150.12 ($176.02) 209.6	$209.17	18.83%	Add 19.14%	7,306,034	1,173,470
XRAY	Dentsply Sirona Inc	2026-06-30	Reduce Reduce	-0.28%	● 9.64 ($10.93) 12.79	$10.90	-0.27%	Reduce -94.37%	851,347	-14,276,586
FISV	Fiserv Inc	2026-06-30	Add Add	+0.28%	● 47.18 ($55.89) 64.14	$52.56	-5.95%	Add 44.86%	10,857,773	3,362,539
CSL	Carlisle Companies Inc	2026-06-30	Add Add	+0.27%	● 325.67 ($350) 388.4	$367.68	5.05%	Add 55.65%	1,234,540	441,375
WDAY	Workday Inc	2026-06-30	Add Add	+0.25%	● 112.5 ($126.73) 157.23	$200.01	57.82%	Add 15.98%	8,824,517	1,215,804
IPGP	IPG Photonics Corp	2026-06-30	Reduce Reduce	-0.24%	● 90.84 ($114.88) 127.32	$73.26	-36.23%	Reduce -27.31%	3,338,881	-1,254,468
CMI	Cummins Inc	2026-06-30	Reduce Reduce	-0.21%	● 538.02 ($656.96) 727.59	$587.68	-10.55%	Reduce -30.03%	536,868	-230,363
WY	Weyerhaeuser Co	2026-06-30	Add Add	+0.20%	● 22.68 ($24.29) 25.76	$24.43	0.58%	Add 10.55%	51,179,282	4,885,818
NOV	NOV Inc	2026-06-30	Reduce Reduce	-0.18%	● 18.35 ($19.91) 21.45	$20.42	2.56%	Reduce -15.72%	30,684,691	-5,723,668
CFR	Cullen/Frost Bankers Inc	2026-06-30	Add Add	+0.13%	● 132.79 ($141.92) 155.31	$164.19	15.69%	Add 22.59%	2,777,658	511,784
BNY	Bank of New York Mellon Corp	2026-06-30	Reduce Reduce	-0.12%	● 118.63 ($136.44) 147.29	$158.49	16.16%	Reduce -6.09%	9,266,915	-601,162
WAT	Waters Corp	2026-06-30	Reduce Reduce	-0.12%	● 292.13 ($340.43) 383.57	$410.70	20.64%	Reduce -15.24%	1,335,108	-240,079
VSNT	Versant Media Group Inc	2026-06-30	Sold Out Sold Out	-0.10%	● 35.85 ($40.12) 44.43	$38.75	-3.41%	Sold Out	0	-1,597,299
TSM	Taiwan Semiconductor Manufacturing Co Ltd Taiwan Semiconductor Manufacturing Co Ltd	2026-06-30	Reduce Reduce	-0.09%	● 337.95 ($404.71) 477.57	$418.95	3.52%	Reduce -4.01%	3,745,597	-156,540
IMO	Imperial Oil Ltd	2026-06-30	Reduce Reduce	-0.08%	● 112.02 ($125.38) 138.33	$138.05	10.11%	Reduce -2.73%	13,590,697	-381,608
NEM	Newmont Corp	2026-06-30	Reduce Reduce	-0.08%	● 92.77 ($108.92) 120.9	$131.58	20.80%	Reduce -3.76%	11,570,326	-452,042
WTW	Willis Towers Watson PLC	2026-06-30	Add Add	+0.06%	● 242.12 ($267.88) 297.84	$341.86	27.62%	Add 3.15%	4,475,860	136,499
B	Barrick Mining Corp	2026-06-30	Reduce Reduce	-0.05%	● 36.46 ($40.99) 47	$47.60	16.13%	Reduce -3.17%	19,918,298	-652,934
DEO	Diageo PLC	2026-06-30	Add Add	+0.05%	● 73.32 ($80.64) 86.56	$94.62	17.34%	Add 248.1%	554,155	394,961
GOOG	Alphabet Inc	2026-06-30	Reduce Reduce	-0.04%	● 286.86 ($356.27) 399.04	$341.75	-4.08%	Reduce -1.19%	7,316,252	-88,396
ELV	Elevance Health Inc	2026-06-30	Add Add	+0.04%	● 292.75 ($369.62) 424.43	$400.54	8.37%	Add 1.35%	4,188,196	55,905
KGC	Kinross Gold Corp	2026-06-30	Reduce Reduce	-0.04%	● 23.62 ($29.41) 34.94	$32.76	11.39%	Reduce -10.17%	6,414,993	-726,000
SLB	SLB Ltd	2026-06-30	Add Add	+0.04%	● 46.38 ($53.56) 58.01	$53.87	0.58%	Add 1.89%	28,913,733	537,566
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF State Street SPDR Bloomberg 1-3 Month T-Bill ETF	2026-06-30	Reduce Reduce	-0.04%	● 91.39 ($91.52) 91.66	$91.60	0.09%	Reduce -21%	1,077,155	-286,255
ESI	Element Solutions Inc	2026-06-30	Add Add	+0.03%	● 33.94 ($41.38) 49.09	$35.31	-14.67%	Add 548.85%	366,600	310,100
GTES	Gates Industrial Corp Ltd	2026-06-30	Add Add	+0.03%	● 22.04 ($25.64) 29.02	$25.90	1.01%	Add 542.87%	536,800	453,300
GFF	Griffon Corp	2026-06-30	New Buy New Buy	+0.03%	● 71.42 ($87) 97.53	$100.55	15.57%	New holding	170,157	170,157
HCA	HCA Healthcare Inc	2026-06-30	Add Add	+0.03%	● 361.32 ($423.56) 507.19	$429.19	1.33%	Add 1.26%	3,295,565	40,995
NG	Novagold Resources Inc	2026-06-30	Reduce Reduce	-0.03%	● 5.97 ($8.33) 10.94	$8.72	4.68%	Reduce -18.4%	7,485,429	-1,687,500
UHS	Universal Health Services Inc	2026-06-30	Add Add	+0.03%	● 141.17 ($162.8) 187.88	$177.26	8.88%	Add 2.95%	4,554,670	130,389
THR Unlock Delisted	Thermon Group Holdings Inc	2026-06-30	Sold Out Sold Out	-0.03%	● 49.99 ($59.66) 71.25	$61.14	2.48%	Sold Out	0	-305,373
ARLO	Arlo Technologies Inc	2026-06-30	Add Add	+0.02%	● 12.32 ($13.55) 15.25	$13.10	-3.32%	Add 713.19%	752,200	659,700
CENX	Century Aluminum Co	2026-06-30	Add Add	+0.02%	● 44.5 ($60.14) 68.77	$43.92	-26.97%	Add 122.19%	362,360	199,273
CEVA	CEVA Inc	2026-06-30	New Buy New Buy	+0.02%	● 18.68 ($35.1) 50.06	$27.98	-20.28%	New holding	209,117	209,117
CMCSA	Comcast Corp	2026-06-30	Add Add	+0.02%	● 22.32 ($25.85) 31.64	$26.85	3.87%	Add 1.04%	38,172,985	392,348
DIN	Dine Brands Global Inc	2026-06-30	New Buy New Buy	+0.02%	● 25.5 ($29.82) 36.86	$35.83	20.15%	New holding	296,323	296,323
DIS	The Walt Disney Co	2026-06-30	Add Add	+0.02%	● 95.78 ($101.86) 108.66	$107.78	5.81%	Add 2.31%	5,375,293	121,210
DORM	Dorman Products Inc	2026-06-30	Add Add	+0.02%	● 100.5 ($118.25) 136.45	$132.17	11.77%	Add 73.68%	158,642	67,300
ENSG	Ensign Group Inc	2026-06-30	Add Add	+0.02%	● 147.13 ($176.81) 204.79	$179.49	1.52%	Add 5080.43%	64,600	63,353
FMX	Fomento Economico Mexicano SAB de CV Fomento Economico Mexicano SAB de CV	2026-06-30	Add Add	+0.02%	● 111.06 ($120.41) 131.2	$120.68	0.22%	Add 0.82%	13,008,276	106,023
GO	Grocery Outlet Holding Corp	2026-06-30	New Buy New Buy	+0.02%	● 6.84 ($8.21) 9.98	$11.60	41.29%	New holding	986,006	986,006
IBP	Installed Building Products Inc	2026-06-30	Add Add	+0.02%	● 195.65 ($243.31) 314.39	$246.81	1.44%	Add 99.81%	127,563	63,720
ITRI	Itron Inc	2026-06-30	New Buy New Buy	+0.02%	● 78.02 ($85.43) 98.43	$100.08	17.15%	New holding	124,987	124,987
META	Meta Platforms Inc	2026-06-30	Add Add	+0.02%	● 542.87 ($610.86) 688.55	$549.90	-9.98%	Add 0.76%	3,217,353	24,255
MUR	Murphy Oil Corp	2026-06-30	Add Add	+0.02%	● 32.56 ($38.32) 42.74	$37.41	-2.37%	Add 141.46%	497,400	291,400
NE	Noble Corp PLC	2026-06-30	Add Add	+0.02%	● 37.3 ($47.83) 54.37	$46.27	-3.26%	Add 2.91%	13,957,162	395,316
OKE	ONEOK Inc	2026-06-30	Add Add	+0.02%	● 83.51 ($88.12) 95.24	$93.33	5.91%	Add 1.33%	11,834,827	155,652
ONTO	Onto Innovation Inc	2026-06-30	Add Add	+0.02%	● 205.07 ($281.76) 378.45	$293.33	4.11%	Add 84.48%	79,294	36,311
ORCL	Oracle Corp	2026-06-30	Add Add	+0.02%	● 137.86 ($180.69) 248.15	$146.47	-18.94%	Add 0.97%	8,516,878	81,700
PSN	Parsons Corp	2026-06-30	New Buy New Buy	+0.02%	● 47.05 ($54.02) 60.84	$49.05	-9.20%	New holding	179,257	179,257
PPG	PPG Industries Inc	2026-06-30	Add Add	+0.02%	● 101.7 ($111.3) 123.24	$113.63	2.09%	Add 1.16%	6,509,824	74,748
KWR	Quaker Houghton	2026-06-30	Add Add	+0.02%	● 120.43 ($140.25) 160.63	$163.02	16.24%	Add 72.39%	162,974	68,436
RGLD	Royal Gold Inc	2026-06-30	Reduce Reduce	-0.02%	● 197.07 ($232.82) 271.52	$259.01	11.25%	Reduce -6.08%	861,786	-55,830
GLD	SPDR Gold Shares	2026-06-30	Add Add	+0.02%	● 365.92 ($414.53) 445.93	$423.36	2.13%	Add 1.46%	2,491,623	35,882
SBLK	Star Bulk Carriers Corp	2026-06-30	New Buy New Buy	+0.02%	● 22.97 ($25.81) 28.21	$30.50	18.17%	New holding	515,000	515,000
LRN	Stride Inc	2026-06-30	Add Add	+0.02%	● 82.32 ($91.85) 102.03	$84.36	-8.15%	Add 3831.56%	167,799	163,531
SYNA	Synaptics Inc	2026-06-30	New Buy New Buy	+0.02%	● 70.04 ($112.22) 147.57	$97.61	-13.02%	New holding	112,646	112,646
TNC	Tennant Co	2026-06-30	Add Add	+0.02%	● 66.4 ($82.73) 91.15	$68.68	-16.98%	Add 314.45%	132,857	100,801
VIAV	Viavi Solutions Inc	2026-06-30	Reduce Reduce	-0.02%	● 33.28 ($47.68) 55.33	$38.92	-18.36%	Reduce -61.97%	212,900	-346,900
SPY	State Street SPDR S&P 500 ETF Trust	2026-06-30	Sold Out Sold Out	-0.02%	● 650.34 ($723.82) 759.57	$765.72	5.79%	Sold Out	0	-17,000
BZH	Beazer Homes USA Inc	2026-06-30	Sold Out Sold Out	-0.02%	● 18.03 ($23.57) 29.26	$33.13	40.56%	Sold Out	0	-694,671
CCS	Century Communities Inc	2026-06-30	Sold Out Sold Out	-0.02%	● 48.41 ($57.85) 72.38	$69.78	20.62%	Sold Out	0	-256,716
EXP	Eagle Materials Inc	2026-06-30	Sold Out Sold Out	-0.02%	● 185.14 ($208.79) 235.44	$207.03	-0.84%	Sold Out	0	-65,533
ABM	ABM Industries Inc	2026-06-30	Add Add	+0.01%	● 38.3 ($40.96) 46.16	$46.81	14.28%	Add 36.56%	400,085	107,110
AEIS	Advanced Energy Industries Inc	2026-06-30	Add Add	+0.01%	● 294.65 ($349.27) 389.05	$285.71	-18.20%	Add 11.88%	91,535	9,717
AIN	Albany International Corp	2026-06-30	Add Add	+0.01%	● 52.21 ($62.5) 76.29	$59.10	-5.44%	Add 32.86%	272,129	67,300
ALKT	Alkami Technology Inc	2026-06-30	New Buy New Buy	+0.01%	● 14.59 ($16.49) 18.95	$20.38	23.59%	New holding	425,728	425,728
ABEV	Ambev SA	2026-06-30	Add Add	+0.01%	● 2.85 ($3.12) 3.43	$2.88	-7.69%	Add 0.67%	349,323,217	2,338,660
AMRC	Ameresco Inc	2026-06-30	Add Add	+0.01%	● 24 ($28.86) 36.56	$21.38	-25.92%	Add 34.89%	749,081	193,747
AXP	American Express Co	2026-06-30	Add Add	+0.01%	● 300.18 ($319.89) 342.56	$336.00	5.04%	Add 1.05%	1,680,147	17,519
ABCB	Ameris Bancorp	2026-06-30	Add Add	+0.01%	● 77.99 ($84.92) 91	$86.20	1.51%	Add 32.92%	328,929	81,458
AMN	AMN Healthcare Services Inc	2026-06-30	New Buy New Buy	+0.01%	● 17.87 ($25.67) 32.76	$34.46	34.24%	New holding	196,212	196,212
AVBH	Avidbank Holdings Inc	2026-06-30	Add Add	+0.01%	● 28.5 ($30.45) 33.03	$32.09	5.39%	Add 43.93%	284,040	86,700
ACLS	Axcelis Technologies Inc	2026-06-30	Reduce Reduce	-0.01%	● 93.08 ($147.48) 191.6	$127.00	-13.89%	Reduce -28.47%	71,925	-28,626
AXS	Axis Capital Holdings Ltd	2026-06-30	Add Add	+0.01%	● 94.55 ($100.27) 108.84	$98.73	-1.54%	Add 67.44%	151,949	61,200
AX	Axos Financial Inc	2026-06-30	Add Add	+0.01%	● 82.82 ($90.04) 98.97	$96.66	7.35%	Add 29.58%	213,312	48,700
BDC	Belden Inc	2026-06-30	Add Add	+0.01%	● 101.96 ($116.58) 134.37	$122.46	5.04%	Add 41.77%	145,409	42,843
BHE	Benchmark Electronics Inc	2026-06-30	Add Add	+0.01%	● 55.85 ($79.4) 98.67	$72.64	-8.51%	Add 18.34%	350,964	54,395
BRK.B	Berkshire Hathaway Inc	2026-06-30	Add Add	+0.01%	● 465.4 ($480.73) 500.39	$495.82	3.14%	Add 17.4%	67,626	10,023
BKH	Black Hills Corp	2026-06-30	Add Add	+0.01%	● 67.78 ($73.59) 76.83	$71.69	-2.58%	Add 38.22%	177,990	49,220
BRZE	Braze Inc	2026-06-30	Add Add	+0.01%	● 18.97 ($22.29) 28.27	$31.08	39.43%	Add 284.74%	609,814	451,314
RILY	BRC Group Holdings Inc	2026-06-30	New Buy New Buy	+0.01%	● 6.81 ($8.48) 10.68	$7.11	-16.21%	New holding	680,961	680,961
BTI	British American Tobacco PLC	2026-06-30	Add Add	+0.01%	● 54.83 ($60.33) 66.7	$56.21	-6.83%	Add 3.02%	1,718,852	50,330
BKD	Brookdale Senior Living Inc	2026-06-30	Add Add	+0.01%	● 11.87 ($13.6) 16.09	$11.80	-13.24%	Add 23.3%	2,300,347	434,763
BXP	BXP Inc	2026-06-30	Add Add	+0.01%	● 51.02 ($59.73) 67.4	$67.67	13.29%	Add 1.31%	9,467,247	122,786
CBT	Cabot Corp	2026-06-30	Add Add	+0.01%	● 73.32 ($81.65) 93.4	$85.19	4.34%	Add 52.54%	208,450	71,800
CDRE	Cadre Holdings Inc	2026-06-30	New Buy New Buy	+0.01%	● 27.36 ($30.14) 33.4	$34.12	13.21%	New holding	306,458	306,458
CALM	Cal-Maine Foods Inc	2026-06-30	New Buy New Buy	+0.01%	● 74.46 ($77.23) 83.36	$82.80	7.21%	New holding	67,000	67,000

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