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 Trades

CompanyValueActionChangePriceLast Price
Dollar General CorporationDG$529M4.5M sharesTrimQ1 2026 13F$58M$140.26$125.95
Deere & Company Common StockDE$300M533k sharesAddQ1 2026 13F$57M$564.15$595.56
Workday IncWDAY$989M7.6M sharesAddQ1 2026 13F$57M$140.10$147.18
Bio-Rad Laboratories IncBIO$726M2.6M sharesTrimQ1 2026 13F$53M$278.75$300.98
PAN AMERICAN SILVER CORPPAAS$132M2.4M sharesTrimQ1 2026 13F$49M$64.31$43.57
Wheaton Precious Metals CorpWPM$2B14.2M sharesAddQ1 2026 13F$46M$139.07$108.49
PPG Industries IncPPG$688M6.4M sharesAddQ1 2026 13F$43M$100.73$115.70
Philip Morris International IncPM$974M5.9M sharesAddQ1 2026 13F$43M$173.77$192.12
KINROSS GOLD CORPKGC$218M7.1M sharesTrimQ1 2026 13F$42M$30.52$23.66
The Bank of New York Mellon CorpBK$1B9.9M sharesAddQ1 2026 13F$39M$118.92$141.91
Omnicom Group Inc.OMC$550M7.3M sharesAddQ1 2026 13F$37M$78.31$80.93
Alamos Gold Inc.AGI$275M6.2M sharesAddQ1 2026 13F$36M$44.50$28.25
Shell PLCSHEL$98M1.1M sharesAddQ1 2026 13F$34M$80.80$86.14
Royal Gold, Inc. - Common StockRGLD$234M917.6k sharesAddQ1 2026 13F$28M$254.49$193.02
Cummins IncCMI$413M767.2k sharesAddQ1 2026 13F$27M$565.04$638.73
First Eagle Investments other Unmapped 13F securityPORTFOLIO$27M802.1k sharesOtherQ1 2026 13F$27M$33.15--
Equity ResidentialEQR$560M9.5M sharesTrimQ1 2026 13F$22M$61.68$68.78
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$183M16.1M sharesTrimQ1 2026 13F$20M$11.35--
First Eagle Investments add Unmapped 13F securityPORTFOLIO$145M1.5M sharesAddQ1 2026 13F$18M$97.36--
British American Tobacco PLCBTI$98M1.7M sharesAddQ1 2026 13F$18M$59.84$62.49
Accenture PLCACN$18M90.2k sharesAddQ1 2026 13F$17M$233.00$144.73
Ultra Clean Holdings, Inc.UCTT$27M434.1k sharesAddQ1 2026 13F$17M$58.46$92.62
First Eagle Investments other Unmapped 13F securityPORTFOLIO$17M20M sharesOtherQ1 2026 13F$17M$0.8295--
Hecla Mining CompanyHL$9M487.5k sharesTrimQ1 2026 13F$15M$18.63$14.82
Webster Financial CorpWBS$-14.3MExitQ1 2026 13F$14M$70.22$75.63
H.B. Fuller CompanyFUL$14M228.6k sharesOtherQ1 2026 13F$14M$61.68$58.40
Plexus CorpPLXS$14M67.5k sharesOtherQ1 2026 13F$14M$189.71$248.80
Orla Mining Ltd.ORLA$77M4.8M sharesAddQ1 2026 13F$13M$16.08$9.34
Enterprise Products Partners LPEPD$73M1.9M sharesAddQ1 2026 13F$12M$37.03$38.77
MGIC Investment Corporation Common StockMTG$-12.0MExitQ1 2026 13F$12M$26.73$29.24
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$10M535.9k sharesTrimQ1 2026 13F$12M$18.77--
Quaker Chemical CorporationKWR$12M94.5k sharesOtherQ1 2026 13F$12M$124.23$151.99
Berkshire Hathaway Inc.BRK-A$406M565 sharesTrimQ1 2026 13F$12M$736,358.82$733,180.00
F&G Annuities & Life, Inc.FG$-11.3MExitQ1 2026 13F$11M$26.06$31.11
SPDR S&P 500 ETF TrustSPY$11M17k sharesOtherQ1 2026 13F$11M$679.90$754.81
Lithia MotorsLAD$11M43.7k sharesOtherQ1 2026 13F$11M$249.72$331.37
Cabot CorporationCBT$10M136.7k sharesOtherQ1 2026 13F$10M$75.31$91.38
Teleflex IncTFX$-10.3MExitQ1 2026 13F$10M$110.25$131.75
Huntsman CorpHUN$10M770.1k sharesOtherQ1 2026 13F$10M$13.31$11.86
Customers Bancorp, Inc.CUBI$-10.2MExitQ1 2026 13F$10M$64.72$79.75
Kratos Defense & Security Solutions, Inc.KTOS$-10.1MExitQ1 2026 13F$10M$87.98$45.94
Herc Holdings IncHRI$10M99k sharesOtherQ1 2026 13F$10M$99.55$148.94
Lincoln Educational Services CorporationLINC$28M685.2k sharesAddQ1 2026 13F$9M$40.68$44.07
Cohu, Inc.COHU$15M474.1k sharesAddQ1 2026 13F$9M$30.62$51.51
Ciena CorporationCIEN$1M2.6k sharesTrimQ1 2026 13F$9M$347.42$446.93
First Eagle Investments other Unmapped 13F securityPORTFOLIO$9M382.1k sharesOtherQ1 2026 13F$9M$22.36--
DENTSPLY SIRONA Inc.XRAY$175M15.1M sharesAddQ1 2026 13F$8M$12.47$13.40
Talos Energy Inc.TALO$8M503.9k sharesOtherQ1 2026 13F$8M$15.76$13.98
Onto Innovation IncONTO$9M43k sharesAddQ1 2026 13F$8M$205.07$304.73
Itau Unibanco banco Holding SA American depositary Shares (ITUb)ITUB$28M3.3M sharesAddQ1 2026 13F$8M$8.62$8.35
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