First Eagle Investments

First Eagle Investments

First Eagle Investments is a prominent American investment management firm based in New York City, with a rich history dating back to its founding in 1864 in Dresden, Germany. Initially established as Arnhold Brothers, the firm relocated to the United States in the 1930s and has since evolved into a significant player in asset management, offering a diverse range of investment strategies that encompass equities, fixed income, multi-asset, and alternative credit. With approximately $181 billion in assets under management as of December 31, 2025, First Eagle is recognized for its disciplined investment approach and commitment to long-term value creation. The firm’s investment philosophy centers on a value-oriented strategy, focusing on fundamental analysis to identify undervalued securities across various sectors. First Eagle Investments employs a thorough research process and risk management practices to navigate market fluctuations, aiming to deliver consistent returns to its clients. Recent disclosures reveal a dynamic trading record, with a total of 200 filings reflecting position changes, including 100 increases and 58 reductions, as well as 19 exits. The latest disclosure, dated May 14, 2026, highlights significant activity with Automatic Data Processing, Inc. (ADP), which saw a notable move valued at approximately $579 million. The firm has shown a concentrated interest in technology and industrial sectors, with 31 and 27 respective disclosures in these areas.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
DUCOMMUN INCDCO · Q1 2026$19M0%153.8k$168.67$26M+38.3%
Viavi Solutions IncVIAV · Q1 2026$19M0%559.8k$36.93$21M+11%
Accenture PLCACN · Q1 2026$18M0%90.2k$144.73$13M-27%
Scorpio Tankers Inc.STNG · Q1 2026$18M0%235.1k$79.66$19M+6.7%
Commercial Metals CompanyCMC · Q1 2026$18M0%285.5k$67.70$19M+10.2%
EnPro Industries, Inc.NPO · Q1 2026$18M0%69.9k$324.64$23M+29.5%
FormFactor, Inc.FORM · Q1 2026$17M0%179.8k$104.56$19M+7.8%
00486H10500486H105 · Q1 2026$17M0%1.4M------
Spectrum Brands Holdings IncSPB · Q1 2026$17M0%232.3k$89.60$21M+21.6%
Universal Technical Institute, Inc.UTI · Q1 2026$17M0%472.1k$40.57$19M+12.4%
Graham CorporationGHM · Q1 2026$17M0%215.5k$108.15$23M+37%
Installed Building Products IncIBP · Q1 2026$17M0%63.8k$224.21$14M-15.4%
LOUISIANA-PACIFIC CORPLPX · Q1 2026$17M0%231.9k$72.62$17M-0.18%
Home Depot, Inc. (The) Common StockHD · Q1 2026$17M0%50.8k$331.45$17M+0.78%
Benchmark Electronics, Inc.BHE · Q1 2026$17M0%296.6k$83.51$25M+49%
594972AS0594972AS0 · Q1 2026$17M0%20M------
LSB Industries, Inc.LXU · Q1 2026$16M0%1.1M$11.07$12M-25.7%
Old National BancorpONB · Q1 2026$15M0%696.8k$27.29$19M+23.5%
Thermon Group Holdings, Inc. Common StockTHR · Q1 2026$15M0%305.4k$61.14$19M+21.3%
Seacoast Banking Corp of FloridaSBCF · Q1 2026$15M0%505.1k$33.23$17M+9.71%
Lincoln National CorpLNC · Q1 2026$15M0%428.3k$41.88$18M+18%
Otis Worldwide CorpOTIS · Q1 2026$15M0%196k$73.62$14M-4.49%
Navigator Holdings Ltd.NVGS · Q1 2026$15M0%780.6k$21.46$17M+11%
Golar LNG LimitedGLNG · Q1 2026$15M0%277.5k$49.76$14M-8.04%
Materion CorporationMTRN · Q1 2026$15M0%102k$242.90$25M+67.9%
Century Communities, Inc.CCS · Q1 2026$15M0%256.7k$68.27$18M+19%
Cohu, Inc.COHU · Q1 2026$15M0%474.1k$51.51$24M+68.2%
CECO Environmental Corp.CECO · Q1 2026$14M0%242.5k$78.91$19M+32.4%
69007J30469007J304 · Q1 2026$14M0%542.5k------
2.361E+1112.361E+111 · Q1 2026$14M0%555.3k------
Rogers CorporationROG · Q1 2026$14M0%131.8k$138.39$18M+28.9%
H.B. Fuller CompanyFUL · Q1 2026$14M0%228.6k$58.40$13M-5.32%
ASTEC INDUSTRIES INCASTE · Q1 2026$14M0%260.3k$56.30$15M+4.57%
Axos Financial, Inc.AX · Q1 2026$14M0%164.6k$100.94$17M+18.6%
WESCO International, Inc. (WCC)WCC · Q1 2026$14M0%51.2k$336.70$17M+23.1%
Taylor Morrison Home Corporation Common StockTMHC · Q1 2026$14M0%240.2k$72.46$17M+24.4%
Plexus CorpPLXS · Q1 2026$14M0%67.5k$248.80$17M+22.8%
Dorian LPG Ltd.LPG · Q1 2026$14M0%394.9k$41.03$16M+20%
Arcosa, Inc.ACA · Q1 2026$13M0%126.6k$145.00$18M+36.6%
Titan Machinery Inc.TITN · Q1 2026$13M0%801.2k$18.98$15M+13.5%
Trinity Industries IncTRN · Q1 2026$13M0%415.6k$36.06$15M+12.1%
Beazer Homes USA, Inc.BZH · Q1 2026$13M0%694.7k$33.30$23M+73.1%
Kaiser Aluminum CorporationKALU · Q1 2026$13M0%110.8k$160.41$18M+33.1%
Veeco Instruments Inc.VECO · Q1 2026$13M0%391.4k$56.96$22M+68.2%
7.0805E+1137.0805E+113 · Q1 2026$13M0%431k------
Remitly Global, Inc.RELY · Q1 2026$13M0%831.5k$25.23$21M+61%
Hinge Health, Inc.HNGE · Q1 2026$13M0%336.9k$84.35$28M+118.7%
BOISE CASCADE COBCC · Q1 2026$13M0%170.3k$80.14$14M+5.66%
ASTRONICS CORPATRO · Q1 2026$13M0%192.3k$66.04$13M-1.03%
INSTEEL INDUSTRIES INCIIIN · Q1 2026$13M0%381k$30.02$11M-10.7%
Showing 101-150 of 421