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.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Schweitzer-Mauduit International, Inc.SWM · Q1 2026$8.70$23.41+$16M+169.1%$26M
Silicon Motion Technology CorporationSIMO · Q1 2026$112.29$285.05+$29M+153.9%$48M
MARAVAI LIFESCIENS HLDGS INCMRVI · Q1 2026$2.83$7.09+$11M+150.5%$18M
CareDx, Inc.CDNA · Q1 2026$17.36$40.34+$13M+132.4%$23M
Hinge Health, Inc.HNGE · Q1 2026$38.56$87.74+$17M+127.5%$30M
Vishay Intertechnology, Inc. Common StockVSH · Q1 2026$18.00$40.46+$24M+124.8%$43M
Cryoport IncCYRX · Q1 2026$8.28$16.78+$6M+102.7%$12M
Xerox Holdings CorporationXRX · Q1 2026$1.29$2.61+$1M+102.3%$3M
Extreme Networks, Inc.EXTR · Q1 2026$15.08$29.76+$5M+97.3%$10M
Flex LtdFLEX · Q1 2026$65.46$125.75+$1M+92.1%$3M
Mayville Engineering Company, Inc.MEC · Q1 2026$17.95$32.50+$6M+81.1%$13M
LifeStance Health Group, Inc.LFST · Q1 2026$6.37$11.29+$8M+77.2%$18M
Beazer Homes USA, Inc.BZH · Q1 2026$19.24$33.30+$10M+73.1%$23M
Covenant Logistics Group, Inc.CVLG · Q1 2026$27.15$46.78+$5M+72.3%$12M
Chefs' Warehouse, Inc.CHEF · Q1 2026$59.45$102.36+$7M+72.2%$17M
EverQuote, Inc.EVER · Q1 2026$15.42$26.39+$3M+71.1%$6M
Beta Bionics, Inc.BBNX · Q1 2026$10.02$16.90+$2M+68.7%$4M
Cohu, Inc.COHU · Q1 2026$30.62$51.51+$10M+68.2%$24M
Veeco Instruments Inc.VECO · Q1 2026$33.86$56.96+$9M+68.2%$22M
Materion CorporationMTRN · Q1 2026$144.65$242.90+$10M+67.9%$25M
Magnite, Inc.MGNI · Q1 2026$11.88$19.91+$4M+67.6%$9M
Remitly Global, Inc.RELY · Q1 2026$15.67$25.23+$8M+61%$21M
Park-Ohio Holdings Corp.PKOH · Q1 2026$24.04$38.44+$7M+59.9%$18M
Custom Truck One Source, Inc.CTOS · Q1 2026$6.57$10.34+$3M+57.4%$8M
Axcelis Technologies, Inc.ACLS · Q1 2026$93.08$145.01+$5M+55.8%$15M
Unitedhealth Group IncUNH · Q1 2026$270.59$418.52+$6M+54.7%$17M
Harmonic Inc.HLIT · Q1 2026$8.98$13.67+$6M+52.2%$16M
The Cheesecake Factory IncorporatedCAKE · Q1 2026$54.75$83.31+$4M+52.2%$12M
Aveanna Healthcare Holdings Inc.AVAH · Q1 2026$6.44$9.77+$3M+51.7%$7M
Herc Holdings IncHRI · Q1 2026$99.55$148.94+$5M+49.6%$15M
Ultra Clean Holdings, Inc.UCTT · Q1 2026$62.18$92.62+$13M+48.9%$40M
Onto Innovation IncONTO · Q1 2026$205.07$304.73+$4M+48.6%$13M
Concentra Group Holdings Parent, Inc. Common StockCON · Q1 2026$21.45$31.64+$4M+47.5%$13M
TTM Technologies, Inc.TTMI · Q1 2026$97.42$143.62+$10M+47.4%$32M
Texas Instruments IncTXN · Q1 2026$194.14$284.55+$332M+46.6%$1B
Exagen Inc.XGN · Q1 2026$3.00$4.39+$174k+46.3%$550k
Stevanato Group S.p.A.STVN · Q1 2026$13.75$20.10+$1M+46.2%$3M
Benchmark Electronics, Inc.BHE · Q1 2026$56.06$81.69+$8M+45.7%$24M
Albany International Corp.AIN · Q1 2026$52.21$75.09+$5M+43.8%$15M
OneWater Marine Inc.ONEW · Q1 2026$9.45$13.55+$2M+43.4%$7M
Amtech Systems, Inc.ASYS · Q1 2026$11.68$16.67+$4M+42.7%$14M
QuinStreet, Inc.QNST · Q1 2026$12.01$17.12+$2M+42.5%$6M
SharkNinja, Inc.SN · Q1 2026$105.90$149.89+$353k+41.5%$1M
FrontView REIT, Inc.FVR · Q1 2026$15.47$21.83+$4M+41.1%$13M
Alpha and Omega Semiconductor Limited - Common SharesAOSL · Q1 2026$22.16$31.27+$364k+41.1%$1M
CROSS COUNTRY HEALTHCARE INCCCRN · Q1 2026$9.40$13.24+$2M+40.9%$8M
United Rentals IncURI · Q1 2026$728.50$1,026.07+$1.8k+40.8%$6.2k
AramarkARMK · Q1 2026$40.54$56.99+$181k+40.6%$627k
SI-BONE, Inc.SIBN · Q1 2026$12.63$17.72+$3M+40.3%$11M
HEALTHSTREAM INCHSTM · Q1 2026$20.71$28.94+$4M+39.7%$12M