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
45782B30245782B302 · Q1 2026$6M0%570.8k------
NETGEAR, Inc.NTGR · Q1 2026$6M0%288.9k$22.43$6M+2.7%
Umpqua Holdings CorpCOLB · Q1 2026$6M0%229k$33.61$8M+22.5%
Cryoport IncCYRX · Q1 2026$6M0%744.8k$16.78$12M+102.7%
Titan America S.A.TTAM · Q1 2026$6M0%408.1k$16.95$7M+13.2%
DoubleVerify Holdings, Inc.DV · Q1 2026$6M0%635k$11.66$7M+22.7%
Radian Group Inc.RDN · Q1 2026$6M0%179.8k$39.23$7M+18.6%
IDACORP, Inc. Common StockIDA · Q1 2026$6M0%41.6k$151.11$6M+5.69%
inTEST CorporationINTT · Q1 2026$6M0%424.1k$13.76$6M+0.81%
National Vision Holdings, Inc.EYE · Q1 2026$6M0%221.6k$20.80$5M-19.7%
Avidbank Holdings, Inc.AVBH · Q1 2026$6M0%197.3k$32.16$6M+12.9%
75134P50175134P501 · Q1 2026$6M0%545.2k------
CROSS COUNTRY HEALTHCARE INCCCRN · Q1 2026$6M0%589.7k$13.24$8M+40.9%
Magnite, Inc.MGNI · Q1 2026$5M0%450.3k$19.91$9M+67.6%
LSI Industries Inc.LYTS · Q1 2026$5M0%285.4k$24.30$7M+30.6%
Extreme Networks, Inc.EXTR · Q1 2026$5M0%349.5k$29.76$10M+97.3%
RadNet, Inc.RDNT · Q1 2026$5M0%94.1k$61.41$6M+9.88%
Helix Energy Solutions Group, Inc.HLX · Q1 2026$5M0%526.4k$9.52$5M-3.74%
Custom Truck One Source, Inc.CTOS · Q1 2026$5M0%765.8k$10.34$8M+57.4%
OneWater Marine Inc.ONEW · Q1 2026$5M0%525.7k$13.55$7M+43.4%
Aveanna Healthcare Holdings Inc.AVAH · Q1 2026$5M0%766.7k$9.77$7M+51.7%
Smith Douglas Homes Corp.SDHC · Q1 2026$5M0%384.8k$15.88$6M+24.1%
908 Devices Inc.MASS · Q1 2026$5M0%803.6k$7.41$6M+21.1%
92663R10592663R105 · Q1 2026$5M0%529.7k------
Columbus McKinnon CorporationCMCO · Q1 2026$5M0%334.6k$14.48$5M-0.34%
Hooker Furnishings CorporationHOFT · Q1 2026$5M0%367.1k$13.65$5M+5.98%
206704108206704108 · Q1 2026$5M0%656k------
Titan International, Inc.TWI · Q1 2026$5M0%670.6k$7.84$5M+13.5%
Quanterix CorporationQTRX · Q1 2026$5M0%1.3M$3.96$5M+12.5%
488401100488401100 · Q1 2026$5M0%149.2k------
QXO, Inc.QXO · Q1 2026$4M0%223.2k$15.42$3M-20.6%
Moelis & CompanyMC · Q1 2026$4M0%75.1k$69.25$5M+21.5%
Dnow Inc.DNOW · Q1 2026$4M0%353.8k$13.87$5M+16.5%
QuinStreet, Inc.QNST · Q1 2026$4M0%349.9k$17.12$6M+42.5%
Mistras Group, Inc.MG · Q1 2026$4M0%281.5k$15.92$4M+7.71%
Outdoor Holding CompanyPOWW · Q1 2026$4M0%2M$2.26$5M+12.4%
NPK International Inc.NPKI · Q1 2026$4M0%273.8k$14.28$4M-1.45%
Alta Equipment Group Inc.ALTG · Q1 2026$4M0%730.4k$6.59$5M+22.7%
Strawberry Fields REIT LLCSTRW · Q1 2026$4M0%329.6k$14.15$5M+18.9%
Allegiant Travel CompanyALGT · Q1 2026$4M0%47.9k$105.41$5M+30.1%
Braze, Inc.BRZE · Q1 2026$4M0%158.5k$26.21$4M+11%
Luxfer Holdings PLCLXFR · Q1 2026$4M0%299.4k$16.05$5M+31.8%
Radiant Logistics, Inc.RLGT · Q1 2026$4M0%516.5k$9.50$5M+34.8%
EverQuote, Inc.EVER · Q1 2026$4M0%232k$26.39$6M+71.1%
Ross Stores IncROST · Q1 2026$4M0%16.2k$235.55$4M+8.73%
VSE Corporation - Common StockVSEC · Q1 2026$3M0%18.9k$197.77$4M+7.25%
Talkspace, Inc.TALK · Q1 2026$3M0%665.9k$5.22$3M+0.87%
7.434E+1077.434E+107 · Q1 2026$3M0%196.6k------
Diana Shipping Inc.DSX · Q1 2026$3M0%1.3M$2.05$3M-18%
92835K10392835K103 · Q1 2026$3M0%72.5k------
Showing 251-300 of 421