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
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$14M542.5k sharesTrimQ1 2026 13F$4M$26.50--
First Eagle Investments add Unmapped 13F securityPORTFOLIO$11M293k sharesAddQ1 2026 13F$4M$38.52--
TTM Technologies, Inc.TTMI$22M224.5k sharesAddQ1 2026 13F$4M$95.16$143.62
Treace Medical Concepts, Inc.TMCI$-3.6MExitQ1 2026 13F$4M$1.99$4.24
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$1M435.6k sharesTrimQ1 2026 13F$4M$3.05--
Kaiser Aluminum CorporationKALU$13M110.8k sharesTrimQ1 2026 13F$4M$120.51$160.41
First Eagle Investments add Unmapped 13F securityPORTFOLIO$7M78k sharesAddQ1 2026 13F$4M$90.44--
Comcast CorporationCMCSA$1B37.8M sharesAddQ1 2026 13F$4M$30.46$23.88
First Eagle Investments add Unmapped 13F securityPORTFOLIO$8M260.4k sharesAddQ1 2026 13F$3M$32.42--
Rogers CorporationROG$14M131.8k sharesAddQ1 2026 13F$3M$107.33$138.39
Radian Group Inc.RDN$6M179.8k sharesTrimQ1 2026 13F$3M$33.44$39.23
Schweitzer-Mauduit International, Inc.SWM$10M1.1M sharesTrimQ1 2026 13F$3M$8.70$23.41
First Eagle Investments add Unmapped 13F securityPORTFOLIO$9M800.8k sharesAddQ1 2026 13F$3M$11.64--
EverQuote, Inc.EVER$4M232k sharesTrimQ1 2026 13F$3M$18.91$26.39
Phoenix Education Partners, IncPXED$9M275.8k sharesAddQ1 2026 13F$3M$31.46$29.64
TE Connectivity LtdTEL$22M105.8k sharesTrimQ1 2026 13F$3M$215.11$203.14
Mistras Group, Inc.MG$4M281.5k sharesAddQ1 2026 13F$3M$14.44$15.92
Cryoport IncCYRX$6M744.8k sharesAddQ1 2026 13F$3M$8.28$16.78
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$82M9.2M sharesTrimQ1 2026 13F$3M$8.98--
The Macerich CompanyMAC$-3.1MExitQ1 2026 13F$3M$18.95$25.83
First Eagle Investments add Unmapped 13F securityPORTFOLIO$9M224k sharesAddQ1 2026 13F$3M$39.08--
COCA COLA FEMSA SAB DE CVKOF$38M392.7k sharesAddQ1 2026 13F$3M$97.55$101.80
Lincoln National CorpLNC$15M428.3k sharesTrimQ1 2026 13F$3M$38.43$41.88
Navigator Holdings Ltd.NVGS$15M780.6k sharesAddQ1 2026 13F$3M$19.33$21.08
FrontView REIT, Inc.FVR$9M577.1k sharesAddQ1 2026 13F$3M$15.47$21.83
Vital Farms, Inc.VITL$8M532k sharesTrimQ1 2026 13F$3M$14.12$13.18
inTEST CorporationINTT$6M424.1k sharesAddQ1 2026 13F$3M$13.65$13.76
Trinity Industries IncTRN$13M415.6k sharesAddQ1 2026 13F$3M$32.18$36.06
AtriCure, Inc. - Common StockATRC$7M262.1k sharesAddQ1 2026 13F$3M$31.46$35.62
ProPetro Holding Corp.PUMP$7M517.8k sharesAddQ1 2026 13F$3M$14.41$13.43
Air Lease CorpAL$-2.8MExitQ1 2026 13F$3M$64.58$65.00
Hinge Health, Inc.HNGE$13M336.9k sharesAddQ1 2026 13F$3M$41.56$87.74
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$14M555.3k sharesTrimQ1 2026 13F$3M$25.50--
Artivion, Inc.AORT$11M311.6k sharesTrimQ1 2026 13F$3M$39.45$25.37
BOISE CASCADE COBCC$13M170.3k sharesAddQ1 2026 13F$3M$75.85$80.14
First Eagle Investments exit Unmapped 13F securityPORTFOLIO$-2.6MExitQ1 2026 13F$3M----
Silvaco Group, Inc. Common StockSVCO$-2.5MExitQ1 2026 13F$3M$4.50$8.47
SI-BONE, Inc.SIBN$8M638.9k sharesTrimQ1 2026 13F$3M$12.63$17.72
Flowserve CorporationFLS$8M111.8k sharesAddQ1 2026 13F$3M$79.19$66.74
Ribbon Communications Inc.RBBN$-2.5MExitQ1 2026 13F$2M$2.39$2.15
Luxfer Holdings PLCLXFR$4M299.4k sharesTrimQ1 2026 13F$2M$15.53$16.05
Umpqua Holdings CorpCOLB$6M229k sharesAddQ1 2026 13F$2M$28.63$33.61
Belden Inc.BDC$12M102.6k sharesAddQ1 2026 13F$2M$114.83$101.20
Park-Ohio Holdings Corp.PKOH$12M481.2k sharesAddQ1 2026 13F$2M$24.48$38.44
FormFactor, Inc.FORM$17M179.8k sharesAddQ1 2026 13F$2M$96.99$104.56
General Dynamics CorpGD$33k97 sharesTrimQ1 2026 13F$2M$352.59$370.10
Columbus McKinnon CorporationCMCO$5M334.6k sharesAddQ1 2026 13F$2M$17.43$14.48
MarineMax, Inc.HZO$9M336.1k sharesAddQ1 2026 13F$2M$27.06$35.27
Diana Shipping Inc.DSX$3M1.3M sharesAddQ1 2026 13F$2M$2.50$2.05
Sanmina CorporationSANM$-2.3MExitQ1 2026 13F$2M$146.92$207.33
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