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
M/I Homes, Inc.MHO$-7.7MExitQ1 2026 13F$8M$134.64$152.92
Ferguson PLCFERG$148M633.3k sharesAddQ1 2026 13F$8M$233.26$230.52
Materion CorporationMTRN$15M102k sharesAddQ1 2026 13F$8M$144.65$242.90
CECO Environmental Corp.CECO$14M242.5k sharesTrimQ1 2026 13F$8M$59.58$78.91
Five9, Inc.FIVN$-7.3MExitQ1 2026 13F$7M$17.38$24.86
Covenant Logistics Group, Inc.CVLG$7M248.2k sharesOtherQ1 2026 13F$7M$27.15$46.78
Scorpio Tankers Inc.STNG$18M235.1k sharesAddQ1 2026 13F$7M$67.03$77.87
Alphatec Holdings, Inc.ATEC$8M696.6k sharesTrimQ1 2026 13F$7M$14.56$9.27
HALEON PLCHLN$40M4M sharesAddQ1 2026 13F$7M$10.01$10.11
Douglas Emmett, Inc.DEI$131M14M sharesTrimQ1 2026 13F$7M$9.42$12.48
First Eagle Investments add Unmapped 13F securityPORTFOLIO$17M1.4M sharesAddQ1 2026 13F$6M$12.58--
Olin CorporationOLN$6M213.8k sharesOtherQ1 2026 13F$6M$29.73$21.86
Oil States International, Inc.OIS$24M2M sharesAddQ1 2026 13F$6M$11.64$8.46
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$3M72.5k sharesTrimQ1 2026 13F$6M$43.42--
Gold Fields LimitedGFI$161M3.5M sharesAddQ1 2026 13F$6M$50.29$32.51
YETI Holdings, Inc.YETI$-5.9MExitQ1 2026 13F$6M$44.00$51.06
National Vision Holdings, Inc.EYE$6M221.6k sharesTrimQ1 2026 13F$6M$25.90$20.80
Benchmark Electronics, Inc.BHE$17M296.6k sharesAddQ1 2026 13F$6M$53.79$81.69
First Eagle Investments add Unmapped 13F securityPORTFOLIO$5.8MAddQ1 2026 13F$6M----
Viavi Solutions IncVIAV$19M559.8k sharesAddQ1 2026 13F$6M$33.28$36.93
IDACORP, Inc. Common StockIDA$6M41.6k sharesTrimQ1 2026 13F$6M$142.97$151.11
CROSS COUNTRY HEALTHCARE INCCCRN$6M589.7k sharesOtherQ1 2026 13F$6M$9.40$13.24
Universal Technical Institute, Inc.UTI$17M472.1k sharesAddQ1 2026 13F$5M$36.10$40.57
Beta Bionics, Inc.BBNX$2M242k sharesTrimQ1 2026 13F$5M$10.02$16.90
Extreme Networks, Inc.EXTR$5M349.5k sharesOtherQ1 2026 13F$5M$15.08$29.76
First Eagle Investments add Unmapped 13F securityPORTFOLIO$12M568.9k sharesAddQ1 2026 13F$5M$20.60--
Sonos IncSONO$10M709k sharesAddQ1 2026 13F$5M$13.40$13.80
FABRINETFN$8M15.2k sharesTrimQ1 2026 13F$5M$508.19$493.70
Thryv Holdings, Inc.THRY$-5.1MExitQ1 2026 13F$5M$3.93$4.20
LSB Industries, Inc.LXU$16M1.1M sharesAddQ1 2026 13F$5M$14.90$11.07
Spectrum Brands Holdings IncSPB$17M232.3k sharesAddQ1 2026 13F$5M$73.70$89.60
Warby Parker Inc.WRBY$3M135.1k sharesTrimQ1 2026 13F$5M$21.07$27.59
Similarweb Ltd.SMWB$-4.8MExitQ1 2026 13F$5M$4.17$6.96
Silicon Motion Technology CorporationSIMO$19M168.4k sharesAddQ1 2026 13F$5M$121.37$285.05
Embecta Corp.EMBC$-4.7MExitQ1 2026 13F$5M$10.42$3.35
Talkspace, Inc.TALK$3M665.9k sharesTrimQ1 2026 13F$5M$4.42$5.22
Brookdale Senior Living Inc.BKD$26M1.9M sharesAddQ1 2026 13F$4M$13.68$15.28
Geospace Technologies CorporationGEOS$3M240k sharesTrimQ1 2026 13F$4M$12.20$6.69
Vishay Intertechnology, Inc. Common StockVSH$19M1.1M sharesAddQ1 2026 13F$4M$18.00$40.46
Ameris BancorpABCB$19M247.5k sharesAddQ1 2026 13F$4M$79.38$91.10
Remitly Global, Inc.RELY$13M831.5k sharesAddQ1 2026 13F$4M$15.67$25.23
Dorian LPG Ltd.LPG$14M394.9k sharesAddQ1 2026 13F$4M$34.20$41.03
Golar LNG LimitedGLNG$15M277.5k sharesAddQ1 2026 13F$4M$54.11$49.76
CAE Inc.CAE$24M935k sharesTrimQ1 2026 13F$4M$26.04$24.52
Albany International Corp.AIN$11M204.8k sharesAddQ1 2026 13F$4M$56.06$75.09
First Eagle Investments add Unmapped 13F securityPORTFOLIO$11M153k sharesAddQ1 2026 13F$4M$73.45--
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$8M339.9k sharesTrimQ1 2026 13F$4M$24.44--
Xerox Holdings CorporationXRX$1M1.1M sharesTrimQ1 2026 13F$4M$1.29$2.61
Braze, Inc.BRZE$4M158.5k sharesOtherQ1 2026 13F$4M$23.61$26.21
EnPro Industries, Inc.NPO$18M69.9k sharesAddQ1 2026 13F$4M$250.65$324.64
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