
	First Eagle Investment 13F
	First Eagle Investment Management, LLC

	Last update 2026-05-14	424 Stocks (37 new)
	Value $58.98 Bil	Turnover 10 %
	Countries: Top Holdings: GOOG(3.60%)BDX(3.18%)WPM(3.14%)IMO(3.10%)META(3.10%) 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
TSM
ADP
BRO
ADI
CHRW
B
WAT
WDAY
FISV
IMO
CRM
CFR
BXP
MSFT
ROST
NTR
WY
XOM
HCA
DIS
NEM
GOOGL
EXR
WPM
CHTR
FNF
MICC
OMC
NE
EXPD
KGC
PAAS
BIL
VSNT
BDX
CSL
CMCSA
FMX
FNV
IFF
SLB
ABEV
ELV
OKE
RELX
MDT
META
ORCL
WTW
ACN
BTI
CL
NOV
PPG
SHEL
UHS
WBS
GOOG
BNY
BIO
CBT
CIEN
CDE
DEI
EQR
FUL
HL
HRI
HUN
IPGP
LAD
PM
PLXS
KWR
SPY
USB
KTOS
CUBI
MTG
TFX
FG
ABM
AEIS
ASIX
AIN
AXP
ABCB
ATRC
ACLS
BRK.A
BRZE
CECO
CENX
COHU
CMCO
CVLG
CCRN
CYRX
CMI
DE

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
TSM	Taiwan Semiconductor Manufacturing Co Ltd Taiwan Semiconductor Manufacturing Co Ltd	2026-03-31	Reduce Reduce	-1.09%	● 316.5 ($344.13) 387.73	$410.27	19.22%	Reduce -34.29%	3,902,137	-2,036,189
ADP	Automatic Data Processing Inc	2026-03-31	New Buy New Buy	+0.98%	● 201.25 ($229.3) 266.02	$253.43	10.52%	New holding	2,849,784	2,849,784
BRO	Brown & Brown Inc	2026-03-31	New Buy New Buy	+0.98%	● 63.43 ($72.08) 80.64	$68.65	-4.76%	New holding	8,823,162	8,823,162
ADI	Analog Devices Inc	2026-03-31	Reduce Reduce	-0.97%	● 273.74 ($318.18) 360.8	$384.80	20.94%	Reduce -100%	48	-2,025,781
CHRW	C.H. Robinson Worldwide Inc	2026-03-31	Reduce Reduce	-0.95%	● 161.57 ($178.88) 200.59	$205.41	14.83%	Reduce -36.85%	5,729,983	-3,344,033
B	Barrick Mining Corp	2026-03-31	Reduce Reduce	-0.88%	● 37.14 ($46.19) 52.98	$34.93	-24.38%	Reduce -35.94%	20,571,232	-11,543,428
WAT	Waters Corp	2026-03-31	New Buy New Buy	+0.80%	● 283.32 ($342.13) 400.54	$380.17	11.12%	New holding	1,575,187	1,575,187
WDAY	Workday Inc	2026-03-31	Add Add	+0.72%	● 124.18 ($158.73) 211.14	$143.12	-9.83%	Add 75.37%	7,608,713	3,269,940
FISV	Fiserv Inc	2026-03-31	New Buy New Buy	+0.71%	● 53.9 ($61.88) 69.85	$50.79	-17.92%	New holding	7,495,234	7,495,234
IMO	Imperial Oil Ltd	2026-03-31	Reduce Reduce	-0.70%	● 87.13 ($112.19) 130.82	$120.45	7.36%	Reduce -24.9%	13,972,305	-4,632,700
CRM	Salesforce Inc	2026-03-31	Add Add	+0.57%	● 178.16 ($207.19) 266.12	$168.72	-18.57%	Add 41.98%	6,132,564	1,813,358
CFR	Cullen/Frost Bankers Inc	2026-03-31	New Buy New Buy	+0.53%	● 128.17 ($138.08) 147.1	$161.94	17.28%	New holding	2,265,874	2,265,874
BXP	BXP Inc	2026-03-31	Add Add	+0.52%	● 51.43 ($60.16) 68.1	$70.00	16.36%	Add 173.96%	9,344,461	5,933,552
MSFT	Microsoft Corp	2026-03-31	Add Add	+0.48%	● 356.77 ($418.44) 483.47	$394.46	-5.73%	Add 137.64%	1,325,098	767,497
ROST	Ross Stores Inc	2026-03-31	Reduce Reduce	-0.45%	● 182.74 ($199.21) 216.63	$231.96	16.44%	Reduce -98.89%	16,209	-1,448,358
NTR	Nutrien Ltd	2026-03-31	Reduce Reduce	-0.36%	● 58.99 ($71.31) 83.94	$67.20	-5.76%	Reduce -24.94%	9,988,867	-3,318,416
WY	Weyerhaeuser Co	2026-03-31	Add Add	+0.36%	● 22.47 ($25.15) 27.1	$24.43	-2.84%	Add 23.05%	46,293,464	8,672,460
XOM	Exxon Mobil Corp	2026-03-31	Reduce Reduce	-0.32%	● 118.49 ($145.93) 171.47	$145.68	-0.17%	Reduce -19.55%	6,237,614	-1,516,212
HCA	HCA Healthcare Inc	2026-03-31	Reduce Reduce	-0.32%	● 464.38 ($503.41) 545.13	$385.90	-23.34%	Reduce -10.74%	3,254,570	-391,582
DIS	The Walt Disney Co	2026-03-31	Add Add	+0.30%	● 92.42 ($105.69) 115.88	$98.26	-7.03%	Add 52.58%	5,254,083	1,810,692
NEM	Newmont Corp	2026-03-31	Reduce Reduce	-0.30%	● 95.8 ($115.28) 131.95	$93.27	-19.09%	Reduce -12.36%	12,022,368	-1,695,590
GOOGL	Alphabet Inc	2026-03-31	Reduce Reduce	-0.29%	● 273.5 ($314.21) 343.69	$370.56	17.94%	Reduce -30.66%	1,198,237	-529,728
EXR	Extra Space Storage Inc	2026-03-31	Add Add	+0.28%	● 128.28 ($140.96) 152.75	$147.62	4.72%	Add 50.42%	3,838,691	1,286,638
WPM	Wheaton Precious Metals Corp	2026-03-31	Reduce Reduce	-0.25%	● 114.62 ($139.07) 165.72	$104.75	-24.68%	Reduce -8.02%	14,156,511	-1,233,597
CHTR	Charter Communications Inc	2026-03-31	Add Add	+0.22%	● 182.81 ($216.63) 248.19	$133.27	-38.48%	Add 20.56%	3,580,160	610,653
FNF	Fidelity National Financial Inc	2026-03-31	Add Add	+0.22%	● 43.26 ($51.92) 57.61	$51.26	-1.27%	Add 45.52%	8,880,108	2,777,585
MICC	The Magnum Ice Cream Co NV	2026-03-31	Add Add	+0.16%	● 14.56 ($16.2) 19.87	$18.70	15.43%	Add 39.21%	22,709,344	6,396,289
OMC	Omnicom Group Inc	2026-03-31	Add Add	+0.12%	● 67.27 ($77.57) 85.8	$83.06	7.07%	Add 14.97%	7,303,113	951,079
NE	Noble Corp PLC	2026-03-31	Add Add	+0.11%	● 28.92 ($40.85) 49.83	$40.82	-0.07%	Add 11.2%	13,561,846	1,366,021
EXPD	Expeditors International of Washington Inc Expeditors International of Washington Inc	2026-03-31	Reduce Reduce	-0.10%	● 138.83 ($151.99) 165.04	$182.47	20.05%	Reduce -5.82%	5,945,185	-367,120
KGC	Kinross Gold Corp	2026-03-31	Reduce Reduce	-0.10%	● 26.54 ($32.76) 38.07	$23.06	-29.61%	Reduce -22.62%	7,140,993	-2,087,862
PAAS	Pan American Silver Corp	2026-03-31	Reduce Reduce	-0.10%	● 46.66 ($57.66) 68.7	$42.33	-26.59%	Reduce -30.71%	2,417,389	-1,071,570
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF State Street SPDR Bloomberg 1-3 Month T-Bill ETF	2026-03-31	Add Add	+0.10%	● 91.39 ($91.51) 91.65	$91.53	0.02%	Add 91.41%	1,363,410	651,127
VSNT	Versant Media Group Inc	2026-03-31	New Buy New Buy	+0.10%	● 27.42 ($33.7) 46.65	$36.08	7.06%	New holding	1,597,299	1,597,299
BDX	Becton Dickinson & Co	2026-03-31	Add Add	+0.08%	● 153.3 ($164.99) 185.39	$159.39	-3.39%	Add 2.42%	11,928,111	282,111
CSL	Carlisle Companies Inc	2026-03-31	Add Add	+0.08%	● 325.58 ($363.93) 418.74	$348.44	-4.25%	Add 22.75%	793,165	147,003
CMCSA	Comcast Corp	2026-03-31	Add Add	+0.08%	● 27.42 ($29.89) 32.48	$23.70	-20.73%	Add 4.45%	37,780,637	1,608,692
FMX	Fomento Economico Mexicano SAB de CV Fomento Economico Mexicano SAB de CV	2026-03-31	Add Add	+0.07%	● 100.58 ($107.6) 114.65	$129.69	20.53%	Add 3.16%	12,902,253	395,038
FNV	Franco-Nevada Corp	2026-03-31	Add Add	+0.06%	● 208.58 ($247.39) 280.82	$201.06	-18.73%	Add 2.95%	5,274,537	151,093
IFF	International Flavors & Fragrances Inc International Flavors & Fragrances Inc	2026-03-31	Add Add	+0.06%	● 66.62 ($73.39) 83	$76.60	4.37%	Add 5.47%	9,314,670	483,002
SLB	SLB Ltd	2026-03-31	Add Add	+0.06%	● 40.2 ($48.54) 53.5	$47.57	-2.00%	Add 2.37%	28,376,167	657,709
ABEV	Ambev SA	2026-03-31	Add Add	+0.05%	● 2.47 ($2.86) 3.23	$3.04	6.12%	Add 3.25%	346,984,557	10,926,573
ELV	Elevance Health Inc	2026-03-31	Add Add	+0.05%	● 280.74 ($328.66) 381.93	$371.85	13.14%	Add 2.72%	4,132,291	109,417
OKE	ONEOK Inc	2026-03-31	Add Add	+0.05%	● 70.72 ($82.33) 93.96	$92.51	12.36%	Add 2.76%	11,679,175	313,871
RELX	RELX PLC	2026-03-31	New Buy New Buy	+0.05%	● 27.73 ($35.16) 43.14	$33.47	-4.81%	New holding	802,136	802,136
MDT	Medtronic PLC	2026-03-31	Add Add	+0.04%	● 85.74 ($95.8) 103.18	$84.34	-11.96%	Add 2.76%	10,044,695	269,461
META	Meta Platforms Inc	2026-03-31	Add Add	+0.04%	● 525.72 ($640.86) 738.31	$673.56	5.10%	Add 1.37%	3,193,098	43,151
ORCL	Oracle Corp	2026-03-31	Add Add	+0.04%	● 136.48 ($162.55) 204.68	$127.22	-21.74%	Add 1.75%	8,435,178	144,906
WTW	Willis Towers Watson PLC	2026-03-31	Add Add	+0.04%	● 280.09 ($306.82) 339.74	$290.60	-5.29%	Add 2.08%	4,339,361	88,559
ACN	Accenture PLC	2026-03-31	Add Add	+0.03%	● 191.5 ($233) 288.54	$135.60	-41.80%	Add 3426.53%	90,244	87,685
BTI	British American Tobacco PLC	2026-03-31	Add Add	+0.03%	● 53.29 ($59.18) 63.03	$60.12	1.59%	Add 18.5%	1,668,522	260,542
CL	Colgate-Palmolive Co	2026-03-31	Add Add	+0.03%	● 76.93 ($89.13) 99.14	$93.23	4.61%	Add 2.5%	8,116,782	197,803
NOV	NOV Inc	2026-03-31	Reduce Reduce	-0.03%	● 16.41 ($18.78) 20.63	$19.57	4.21%	Reduce -3.16%	36,408,359	-1,189,515
PPG	PPG Industries Inc	2026-03-31	Add Add	+0.03%	● 97.22 ($113.37) 131.56	$117.59	3.72%	Add 2.3%	6,435,076	144,454
SHEL	Shell PLC	2026-03-31	Add Add	+0.03%	● 70.31 ($80.8) 93	$85.41	5.71%	Add 21%	1,057,021	183,449
UHS	Universal Health Services Inc	2026-03-31	Add Add	+0.03%	● 178.97 ($205.42) 235.29	$151.72	-26.14%	Add 2.57%	4,424,281	110,698
WBS	Webster Financial Corp	2026-03-31	Sold Out Sold Out	-0.03%	● 62.85 ($68.46) 73.83	$76.15	11.23%	Sold Out	0	-227,302
GOOG	Alphabet Inc	2026-03-31	Add Add	+0.02%	● 273.14 ($314.16) 344.9	$370.27	17.86%	Add 0.48%	7,404,648	35,534
BNY	Bank of New York Mellon Corp	2026-03-31	Add Add	+0.02%	● 114.66 ($118.92) 127.61	$160.65	35.09%	Add 1.26%	9,868,077	122,440
BIO	Bio-Rad Laboratories Inc	2026-03-31	Add Add	+0.02%	● 256.56 ($287.99) 325.5	$300.64	4.39%	Add 1.26%	2,602,772	32,299
CBT	Cabot Corp	2026-03-31	New Buy New Buy	+0.02%	● 67.05 ($72.6) 78.73	$91.26	25.70%	New holding	136,650	136,650
CIEN	Ciena Corp	2026-03-31	Reduce Reduce	-0.02%	● 225.21 ($305.86) 437.7	$401.55	31.29%	Reduce -93.64%	2,600	-38,300
CDE	Coeur Mining Inc	2026-03-31	Reduce Reduce	-0.02%	● 16.17 ($21.76) 27.15	$15.24	-29.97%	Reduce -56.49%	535,930	-695,676
DEI	Douglas Emmett Inc	2026-03-31	Add Add	+0.02%	● 9.18 ($10.29) 11.54	$12.66	23.03%	Add 11.16%	13,958,053	1,400,929
EQR	Equity Residential	2026-03-31	Add Add	+0.02%	● 57.98 ($61.68) 65.57	$69.51	12.69%	Add 2.46%	9,469,693	227,680
FUL	H.B. Fuller Co	2026-03-31	New Buy New Buy	+0.02%	● 49.29 ($61.26) 67.49	$57.65	-5.90%	New holding	228,587	228,587
HL	Hecla Mining Co	2026-03-31	Reduce Reduce	-0.02%	● 17.19 ($22.51) 31.81	$14.89	-33.85%	Reduce -60.9%	487,500	-759,213
HRI	Herc Holdings Inc	2026-03-31	New Buy New Buy	+0.02%	● 96.87 ($142.68) 181.12	$154.15	8.04%	New holding	99,033	99,033
HUN	Huntsman Corp	2026-03-31	New Buy New Buy	+0.02%	● 10.19 ($12.12) 14.06	$12.04	-0.62%	New holding	770,135	770,135
IPGP	IPG Photonics Corp	2026-03-31	Add Add	+0.02%	● 74.84 ($108.59) 153.91	$104.79	-3.50%	Add 2.37%	4,593,349	106,246
LAD	Lithia Motors Inc	2026-03-31	New Buy New Buy	+0.02%	● 243 ($297.04) 344.24	$340.00	14.46%	New holding	43,700	43,700
PM	Philip Morris International Inc	2026-03-31	Add Add	+0.02%	● 155.15 ($173.77) 189.8	$187.65	7.99%	Add 1.45%	5,892,458	84,338
PLXS	Plexus Corp	2026-03-31	New Buy New Buy	+0.02%	● 152.23 ($190.07) 217.26	$251.26	32.19%	New holding	67,541	67,541
KWR	Quaker Houghton	2026-03-31	New Buy New Buy	+0.02%	● 114.74 ($147.74) 180.57	$154.87	4.82%	New holding	94,538	94,538
SPY	State Street SPDR S&P 500 ETF Trust	2026-03-31	New Buy New Buy	+0.02%	● 631.97 ($679.9) 695.49	$752.90	10.74%	New holding	17,000	17,000
USB	U.S. Bancorp	2026-03-31	Add Add	+0.02%	● 50.85 ($54.95) 60.69	$63.08	14.80%	Add 2.27%	9,018,084	199,740
KTOS	Kratos Defense & Security Solutions Inc Kratos Defense & Security Solutions Inc	2026-03-31	Sold Out Sold Out	-0.02%	● 65.28 ($95.89) 130.72	$47.78	-50.17%	Sold Out	0	-133,063
CUBI	Customers Bancorp Inc	2026-03-31	Sold Out Sold Out	-0.02%	● 64.72 ($72.69) 81.21	$78.56	8.08%	Sold Out	0	-139,293
MTG	MGIC Investment Corp	2026-03-31	Sold Out Sold Out	-0.02%	● 25.66 ($26.73) 29.56	$28.79	7.71%	Sold Out	0	-412,253
TFX	Teleflex Inc	2026-03-31	Sold Out Sold Out	-0.02%	● 100.34 ($110.25) 126.53	$137.05	24.31%	Sold Out	0	-84,300
FG	F&G Annuities & Life Inc	2026-03-31	Sold Out Sold Out	-0.02%	● 20.69 ($26.06) 30.04	$32.08	23.10%	Sold Out	0	-366,671
ABM	ABM Industries Inc	2026-03-31	Add Add	+0.01%	● 37.39 ($43.26) 47.56	$47.77	10.43%	Add 62.57%	292,975	112,757
AEIS	Advanced Energy Industries Inc	2026-03-31	Reduce Reduce	-0.01%	● 210.99 ($289.82) 356.38	$297.65	2.70%	Reduce -16.91%	81,818	-16,655
ASIX	AdvanSix Inc	2026-03-31	Reduce Reduce	-0.01%	● 15.84 ($18.88) 24.43	$21.09	11.68%	Reduce -52.89%	82,460	-92,564
AIN	Albany International Corp	2026-03-31	Add Add	+0.01%	● 49.04 ($56.06) 59.61	$75.08	33.92%	Add 55.37%	204,829	73,000
AXP	American Express Co	2026-03-31	Add Add	+0.01%	● 292.27 ($335.29) 383.56	$361.23	7.74%	Add 1.39%	1,662,628	22,782
ABCB	Ameris Bancorp	2026-03-31	Add Add	+0.01%	● 73.98 ($79.38) 85.94	$92.35	16.34%	Add 21.54%	247,471	43,857
ATRC	AtriCure Inc	2026-03-31	Add Add	+0.01%	● 28.26 ($34.13) 42.41	$36.20	6.07%	Add 124.81%	262,143	145,534
ACLS	Axcelis Technologies Inc	2026-03-31	Reduce Reduce	-0.01%	● 78.79 ($88.56) 100.85	$145.75	64.58%	Reduce -26.24%	100,551	-35,767
BRK.A	Berkshire Hathaway Inc	2026-03-31	Add Add	+0.01%	● 703700 ($736359) 762570	$730,006.72	-0.86%	Add 2.17%	565	12
BRZE	Braze Inc	2026-03-31	New Buy New Buy	+0.01%	● 15.79 ($21.63) 32.55	$26.06	20.48%	New holding	158,500	158,500
CECO	CECO Environmental Corp	2026-03-31	Reduce Reduce	-0.01%	● 51.38 ($64.33) 79.14	$80.41	25.00%	Reduce -33.9%	242,511	-124,356
CENX	Century Aluminum Co	2026-03-31	Reduce Reduce	-0.01%	● 40.94 ($50.14) 58.69	$42.93	-14.38%	Reduce -45.93%	163,087	-138,525
COHU	Cohu Inc	2026-03-31	Add Add	+0.01%	● 24.61 ($29.36) 34.16	$53.74	83.04%	Add 91.43%	474,068	226,422
CMCO	Columbus McKinnon Corp	2026-03-31	Add Add	+0.01%	● 13.89 ($18.65) 23.27	$14.37	-22.95%	Add 134.11%	334,581	191,663
CVLG	Covenant Logistics Group Inc	2026-03-31	New Buy New Buy	+0.01%	● 22.3 ($26.87) 30.1	$48.15	79.20%	New holding	248,154	248,154
CCRN	Cross Country Healthcare Inc	2026-03-31	New Buy New Buy	+0.01%	● 7.95 ($8.96) 10.07	$13.24	47.82%	New holding	589,713	589,713
CYRX	CryoPort Inc	2026-03-31	Add Add	+0.01%	● 7.72 ($9.03) 11.27	$16.51	82.83%	Add 138.69%	744,849	432,788
CMI	Cummins Inc	2026-03-31	Add Add	+0.01%	● 511.7 ($565.92) 605.63	$650.63	14.97%	Add 1.63%	767,231	12,293
DE	Deere & Co	2026-03-31	Add Add	+0.01%	● 466.1 ($564.15) 662.49	$595.07	5.48%	Add 2.07%	533,025	10,812

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