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 add Unmapped 13F securityPORTFOLIO$266k3.4k sharesAddQ1 2026 13F$81k$78.71--
Delta Air Lines IncDAL$801k12k sharesTrimQ1 2026 13F$80k$65.77$85.96
First Eagle Investments add Unmapped 13F securityPORTFOLIO$1M1.9k sharesAddQ1 2026 13F$80k$549.02--
TRSWF - TransAlta Renewables Inc (Exchanged) Transalta Corp (Received)TAC$274k20.9k sharesAddQ1 2026 13F$79k$13.15$13.24
CRH plcCRH.L$-75.6KTrimQ1 2026 13F$76k--$105.12
The Manitowoc Company, Inc.MTW$10M846.2k sharesTrimQ1 2026 13F$74k$11.65$13.21
Colliers International Group Inc.CIGI$843k7.9k sharesTrimQ1 2026 13F$73k$106.89$102.21
Expand Energy Corporation - Common StockEXE$1M9.8k sharesAddQ1 2026 13F$72k$102.48$88.13
Coherent CorpCOHR$1M4.5k sharesTrimQ1 2026 13F$72k$247.58$296.33
First Eagle Investments add Unmapped 13F securityPORTFOLIO$6M545.2k sharesAddQ1 2026 13F$72k$10.20--
Canadian National Railway Co (2)CNI$247k2.4k sharesAddQ1 2026 13F$71k$106.04$127.81
EastGroup Properties, Inc.EGP$209k1.1k sharesAddQ1 2026 13F$60k$185.09$223.38
QXO, Inc.QXO$4M223.2k sharesTrimQ1 2026 13F$58k$19.42$15.42
VSE Corporation - Common StockVSEC$3M18.9k sharesTrimQ1 2026 13F$56k$203.58$197.77
SharkNinja, Inc.SN$851k8k sharesTrimQ1 2026 13F$48k$114.59$149.89
STANDARDAERO INCSARO$721k27.9k sharesAddQ1 2026 13F$47k$25.83$26.65
Curtiss-Wright CorpCW$954k1.4k sharesAddQ1 2026 13F$41k$685.62$715.51
Advanced Drainage Systems, Inc.WMS$730k5.3k sharesTrimQ1 2026 13F$41k$153.81$143.04
RPM International IncRPM$176k1.8k sharesAddQ1 2026 13F$39k$107.08$102.69
Southwest Airlines CoLUV$376k10k sharesTrimQ1 2026 13F$38k$37.57$49.25
Toll Brothers IncTOL$354k2.6k sharesTrimQ1 2026 13F$37k$136.47$153.19
The Ensign Group, Inc.ENSG$251k1.2k sharesAddQ1 2026 13F$34k$201.50$167.38
Home Depot, Inc. (The) Common StockHD$17M50.8k sharesTrimQ1 2026 13F$29k$359.46$341.44
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$590k31.2k sharesTrimQ1 2026 13F$25k$18.94--
American Water Works Company IncAWK$84k616 sharesAddQ1 2026 13F$24k$132.45$134.33
Raymond James Financial IncRJF$358k2.5k sharesTrimQ1 2026 13F$22k$144.79$170.30
Allegiant Travel CompanyALGT$4M47.9k sharesAddQ1 2026 13F$19k$91.98$105.41
PERFORMANCE FOOD GROUP COMPANYPFGC$771k9k sharesAddQ1 2026 13F$16k$91.44$110.41
AramarkARMK$446k11k sharesTrimQ1 2026 13F$14k$40.54$56.99
Donaldson Co IncDCI$272k3.2k sharesTrimQ1 2026 13F$12k$84.87$91.11
Sea LimitedSE$-4.0KExitQ1 2026 13F$4k$107.18$112.20
Citizens Financial Group IncCFG$-3.9KExitQ1 2026 13F$3.9k$61.46$71.12
Genuine Parts CompanyGPC$-3.7KExitQ1 2026 13F$3.7k$116.24$125.66
Masimo CorporationMASI$-3.6KExitQ1 2026 13F$3.6k$156.95$179.95
The Clorox CompanyCLX$3.6k35 sharesOtherQ1 2026 13F$3.6k$103.63$96.95
D.R. Horton IncDHI$-3.6KExitQ1 2026 13F$3.6k$150.14$151.55
WESCO International, Inc. (WCC)WCC$14M51.2k sharesAddQ1 2026 13F$2.5k$280.84$336.70
Ecolab IncECL$2.1k8 sharesTrimQ1 2026 13F$1.8k$282.22$269.28
LPL Financial Holdings IncLPLA$1.8k6 sharesTrimQ1 2026 13F$1.8k$311.51$327.78
Targa Resources, Inc. Common StockTRGP$5.3k21 sharesAddQ1 2026 13F$1.4k$233.80$283.32
DoorDash IncDASH$2.6k17 sharesTrimQ1 2026 13F$1.3k$184.78$189.70
First Eagle Investments add Unmapped 13F securityPORTFOLIO$986AddQ1 2026 13F$986----
V.F. CorpVFC$4.3k255 sharesAddQ1 2026 13F$698$18.85$16.95
Teledyne Technologies IncTDY$4.2k7 sharesAddQ1 2026 13F$660$605.00$624.15
ishares Gold TrustIAU$253k2.9k sharesTrimQ1 2026 13F$489$88.16$76.28
First Eagle Investments trim Unmapped 13F securityPORTFOLIO$5672.8k sharesTrimQ1 2026 13F$368$0.2001--
MarketAxess Holdings IncMKTX$3.6k22 sharesTrimQ1 2026 13F$358$165.00$115.63
Old Dominion Freight Line IncODFL$4.1k21 sharesAddQ1 2026 13F$340$186.49$237.15
United Rentals IncURI$4.4k6 sharesAddQ1 2026 13F$324$839.91$1,026.07
GE HEALTHCARE TECHNOLOGI INCGEHC$3.9k55 sharesTrimQ1 2026 13F$268$78.86$62.99
Showing 401-450 of 460