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
Stewart Information Services CorporationSTC$8M125.6k sharesTrimQ1 2026 13F$821k$66.61$68.63
NPK International Inc.NPKI$4M273.8k sharesAddQ1 2026 13F$805k$13.88$14.28
Strata Critical Medical, Inc.SRTA$9M2.3M sharesTrimQ1 2026 13F$770k$4.16$5.15
HEALTHSTREAM INCHSTM$9M425.7k sharesTrimQ1 2026 13F$728k$21.29$28.94
ACCO Brands CorporationACCO$2M831.4k sharesTrimQ1 2026 13F$723k$3.77$4.03
AXIS Capital Holdings LtdAXS$9M90.7k sharesAddQ1 2026 13F$716k$102.64$113.62
Tanger Factory Outlet Centers IncSKT$7M197.4k sharesAddQ1 2026 13F$710k$34.40$40.26
First Eagle Investments add Unmapped 13F securityPORTFOLIO$3M788.8k sharesAddQ1 2026 13F$706k$3.57--
Kyndryl Holdings, Inc.KD$-695.9KExitQ1 2026 13F$696k--$12.02
Starbucks CorpSBUX$1M16.4k sharesTrimQ1 2026 13F$691k$95.76$104.52
Ceragon Networks Ltd.CRNT$555k257k sharesTrimQ1 2026 13F$690k$2.26$2.12
Hooker Furnishings CorporationHOFT$5M367.1k sharesAddQ1 2026 13F$671k$12.88$13.65
Roku, Inc.ROKU$-650.9KExitQ1 2026 13F$651k$97.40$144.18
NETSCOUT SYSTEMS INCNTCT$6M200k sharesAddQ1 2026 13F$635k$31.79$40.96
QuinStreet, Inc.QNST$4M349.9k sharesAddQ1 2026 13F$611k$12.01$17.12
RPC INCRES$2M337.1k sharesAddQ1 2026 13F$607k$7.08$5.84
CBIZ IncCBZ$-600.8KExitQ1 2026 13F$601k$29.19$42.98
Walker & Dunlop, Inc.WD$-589.0KExitQ1 2026 13F$589k--$49.43
INTERFACE INCTILE$3M124.5k sharesTrimQ1 2026 13F$583k$24.92$33.99
Chewy, Inc. Class ACHWY$581k21.5k sharesOtherQ1 2026 13F$581k$27.87$21.21
Permian Resources Corporation Class APR$1M51.1k sharesAddQ1 2026 13F$576k$21.32$19.59
Salesforce, Inc. Common StockCRM$1B6.1M sharesAddQ1 2026 13F$565k$207.19$172.68
Johnson Outdoors Inc.JOUT$6M138.9k sharesAddQ1 2026 13F$564k$46.51$46.91
Custom Truck One Source, Inc.CTOS$5M765.8k sharesAddQ1 2026 13F$551k$6.57$10.34
Mayville Engineering Company, Inc.MEC$7M404.1k sharesAddQ1 2026 13F$550k$17.95$32.50
Magnite, Inc.MGNI$5M450.3k sharesAddQ1 2026 13F$538k$11.88$19.91
First Eagle Investments add Unmapped 13F securityPORTFOLIO$1M4.2k sharesAddQ1 2026 13F$538k$245.00--
First Eagle Investments add Unmapped 13F securityPORTFOLIO$13M431k sharesAddQ1 2026 13F$527k$30.48--
Thermon Group Holdings, Inc. Common StockTHR$15M305.4k sharesAddQ1 2026 13F$508k$49.00$61.14
Amtech Systems, Inc.ASYS$10M832.5k sharesAddQ1 2026 13F$507k$11.68$16.67
Dorman Products IncDORM$10M91.3k sharesAddQ1 2026 13F$497k$104.36$144.12
Holley Inc.HLLY$1M480.8k sharesTrimQ1 2026 13F$489k$3.79$2.78
Lennox International IncLII$-474.4KExitQ1 2026 13F$474k$514.91$548.67
First Eagle Investments add Unmapped 13F securityPORTFOLIO$2M47k sharesAddQ1 2026 13F$474k$45.50--
Radiant Logistics, Inc.RLGT$4M516.5k sharesAddQ1 2026 13F$468k$7.05$9.50
INSTEEL INDUSTRIES INCIIIN$13M381k sharesAddQ1 2026 13F$454k$33.61$30.02
Sunbelt Rentals Holdings IncSUNB$449k7.1k sharesOtherQ1 2026 13F$449k$62.82$72.99
Intrepid Potash, Inc.IPI$6M151.3k sharesTrimQ1 2026 13F$441k$42.77$34.21
First Eagle Investments add Unmapped 13F securityPORTFOLIO$9M742.1k sharesAddQ1 2026 13F$437k$11.82--
Century Communities, Inc.CCS$15M256.7k sharesAddQ1 2026 13F$431k$64.33$68.27
KVH Industries, Inc.KVHI$2M210.8k sharesAddQ1 2026 13F$420k$8.96$9.12
Alta Equipment Group Inc.ALTG$4M730.4k sharesAddQ1 2026 13F$405k$5.37$6.59
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$1M340k sharesTrimQ1 2026 13F$396k$4.31--
B2GOLD CORPBTG$44M9.7M sharesAddQ1 2026 13F$377k$4.54$3.66
Stride, Inc. Common StockLRN$376k4.3k sharesOtherQ1 2026 13F$376k$81.11$83.39
Exagen Inc.XGN$376k125.2k sharesOtherQ1 2026 13F$376k$3.00$4.39
Profound Medical Corp.PROF$2M322.7k sharesTrimQ1 2026 13F$370k$6.48$6.96
Kaltura, Inc.KLTR$-363.7KExitQ1 2026 13F$364k--$1.43
UMH Properties, Inc.UMH$11M764.9k sharesTrimQ1 2026 13F$360k$14.43$15.88
Trimble IncTRMB$-352.8KExitQ1 2026 13F$353k$68.37$51.92
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