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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 7 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXS AXIS CAP HLDGS LTD Financial Services 90,749.0 $9.2M 0.02% +12K +14.5% $101.41 -5.1%
122 DCOM DIME CMNTY BANCSHARES INC Financial Services 269,160.0 $9.1M 0.01% +7K +2.8% $33.82 +12.8%
123 HZO MARINEMAX INC Consumer Cyclical 336,052.0 $9.1M 0.01% +60K +21.6% $27.06 +22.2%
124 UTZ UTZ BRANDS INC Consumer Defensive 1,129,750.0 $8.9M 0.01% +244K +27.5% $7.92 -12.9%
125 BKH BLACK HILLS CORP Utilities 128,770.0 $8.9M 0.01% +2K +1.7% $69.41 +4.0%
126 FRONTVIEW REIT INC 577,126.0 $8.9M 0.01% +178K +44.6% $15.47
127 HSTM HEALTHSTREAM INC Healthcare 425,698.0 $8.8M 0.01% +12K +2.9% $20.71 +23.9%
128 ONTO ONTO INNOVATION INC Technology 42,983.0 $8.8M 0.01% +36K +543.9% $205.07 +31.2%
129 SLP SIMULATIONS PLUS INC Healthcare 742,069.0 $8.8M 0.01% +285K +62.3% $11.82 +34.6%
130 SMBK SMARTFINANCIAL INC Financial Services 224,039.0 $8.8M 0.01% +72K +47.2% $39.08 +8.6%
131 NX QUANEX BLDG PRODS CORP Industrials 483,744.0 $8.7M 0.01% +4K +0.8% $17.97 -11.0%
132 PXED PHOENIX ED PARTNERS INC Consumer Defensive 275,810.0 $8.7M 0.01% +96K +53.1% $31.46 -3.0%
133 GSM FERROGLOBE PLC Basic Materials 2,083,272.0 $8.6M 0.01% +20K +1.0% $4.12 -7.0%
134 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 399,826.0 $8.6M 0.01% +17K +4.3% $21.45 +18.7%
135 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 260,438.0 $8.4M 0.01% +86K +49.3% $32.42 +8.7%
136 DGII DIGI INTL INC Technology 173,709.0 $8.4M 0.01% +4K +2.5% $48.20 +39.5%
137 FLS FLOWSERVE CORP Industrials 111,759.0 $8.2M 0.01% +30K +36.2% $73.51 +1.8%
138 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 147,591.0 $8.1M 0.01% +16K +12.2% $54.75 +22.8%
139 SIBN SI BONE INC Healthcare 638,941.0 $8.1M 0.01% +101K +18.9% $12.63 +18.5%
140 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 575,293.0 $8.0M 0.01% +28K +5.0% $13.86 +0.9%
Page 7 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%