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Portfolio (Quarterly) Guide ↗

First Eagle Investment Management, LLC

· CIK 0001325447
13F Portfolio $59.0B AUM 602 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 226 Added 118 Reduced 40 Exited
Page 10 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NPK INTERNATIONAL INC 273,821.0 $4.0M 0.01% +8K +3.2% $14.49
182 STRW STRAWBERRY FIELDS REIT INC Real Estate 329,589.0 $3.9M 0.01% +4K +1.2% $11.90 +9.7%
183 ALGT ALLEGIANT TRAVEL CO Industrials 47,943.0 $3.9M 0.01% +3K +5.7% $81.04 +1.6%
184 RLGT RADIANT LOGISTICS INC Industrials 516,507.0 $3.6M 0.01% +15K +3.0% $7.05 +27.7%
185 DSX DIANA SHIPPING INC Industrials 1,264,601.0 $3.2M 0.01% +798K +171.0% $2.50 -6.0%
186 ANGO ANGIODYNAMICS INC Healthcare 275,735.0 $3.1M 0.01% +8K +3.0% $11.37 +4.9%
187 AEBI SCHMIDT HLDG AG 311,189.0 $3.0M 0.01% +5K +1.6% $9.71
188 PACK RANPAK HOLDINGS CORP Consumer Cyclical 788,839.0 $2.8M 0.01% +399K +102.3% $3.57 +91.3%
189 DOUG DOUGLAS ELLIMAN INC Real Estate 1,630,871.0 $2.7M 0.01% +15K +0.9% $1.64 +4.3%
190 RES RPC INC Energy 337,149.0 $2.4M 0.00% +10K +3.1% $7.08 +0.6%
191 PROF PROFOUND MED CORP Healthcare 322,707.0 $2.1M 0.00% +10K +3.2% $6.48 +1.4%
192 HLLY HOLLEY INC Consumer Cyclical 480,797.0 $1.5M 0.00% +5K +1.1% $3.07 -15.6%
193 FLEX FLEXTRONICS INTL LTD Technology 20,172.0 $1.3M 0.00% +660.0 +3.4% $65.46 +130.4%
194 PR PERMIAN RESOURCES CORP Energy 51,142.0 $1.1M 0.00% +14K +39.6% $21.32 -8.1%
195 EXPAND ENERGY CORPORATION 9,816.0 $1.1M 0.00% +707.0 +7.8% $109.78
196 DINO HF SINCLAIR CORP Energy 16,691.0 $1.0M 0.00% +12K +263.6% $62.39 +16.0%
197 FTAI AVIATION LTD 4,219.0 $1.0M 0.00% +2K +67.5% $245.00
198 RRX REGAL REXNORD CORPORATION Industrials 5,418.0 $1.0M 0.00% +5K +10000.0% $187.26 +12.3%
199 RKT ROCKET COS INC Financial Services 64,764.0 $923K 0.00% +3K +4.9% $14.25 -13.3%
200 CIGI COLLIERS INTL GROUP INC Real Estate 7,889.0 $843K 0.00% +2K +26.6% $106.89 -9.5%
Page 10 of 12  ·  226 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 17.1%
Healthcare 13.7%
Technology 12.5%
Communication Services 12.5%
Energy 12.2%
Financial Services 10.4%
Consumer Defensive 9.4%
Industrials 7.0%
Real Estate 4.9%
Consumer Cyclical 0.3%