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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 14 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AVBH AVIDBANK HLDGS INC Financial Services 197,340.0 $5.6M 0.01% +44K +28.6% $28.50 +11.6%
262 METCB RAMACO RES INC Energy 545,183.0 $5.6M 0.01% +78K +16.7% $10.20 +16.8%
263 CCRN CROSS CTRY HEALTHCARE INC Healthcare 589,713.0 $5.5M 0.01% NEW $9.40 +40.4%
264 MGNI MAGNITE INC Communication Services 450,288.0 $5.3M 0.01% +154K +51.9% $11.88 +30.3%
265 LYTS LSI INDS INC OHIO Technology 285,422.0 $5.3M 0.01% +2K +0.7% $18.60 +29.3%
266 EXTR EXTREME NETWORKS INC Technology 349,540.0 $5.3M 0.01% NEW $15.08 +85.9%
267 RDNT RADNET INC Healthcare 94,136.0 $5.3M 0.01% +1K +1.1% $55.89 -2.1%
268 HLX HELIX ENERGY SOLUTIONS GRP I Energy 526,358.0 $5.2M 0.01% -34K -6.0% $9.89 -4.0%
269 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 765,822.0 $5.0M 0.01% -12K -1.6% $6.57 +56.7%
270 ONEW ONEWATER MARINE INC Consumer Cyclical 525,668.0 $5.0M 0.01% +217K +70.4% $9.45 +10.1%
271 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 766,667.0 $4.9M 0.01% -15K -1.9% $6.44 +4.6%
272 SDHC SMITH DOUGLAS HOMES CORP Real Estate 384,774.0 $4.9M 0.01% +6K +1.6% $12.80 +2.3%
273 MASS 908 DEVICES INC Healthcare 803,606.0 $4.9M 0.01% +180K +28.8% $6.12 +24.5%
274 VMD VIEMED HEALTHCARE INC Healthcare 529,657.0 $4.9M 0.01% +12K +2.2% $9.21 +8.2%
275 CMCO COLUMBUS MCKINNON CORP N Y Industrials 334,581.0 $4.9M 0.01% +192K +134.1% $14.53 -12.6%
276 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 367,097.0 $4.7M 0.01% +8K +2.2% $12.88 -3.4%
277 BBCP CONCRETE PUMPING HLDGS INC Industrials 656,001.0 $4.7M 0.01% +116K +21.6% $7.14 +47.9%
278 TWI TITAN INTL INC ILL Industrials 670,639.0 $4.6M 0.01% +56K +9.1% $6.91 +5.6%
279 QTRX QUANTERIX CORP Healthcare 1,300,087.0 $4.6M 0.01% +769K +144.6% $3.52 -16.6%
280 KMPR KEMPER CORP Financial Services 149,203.0 $4.6M 0.01% +69K +86.0% $30.56 -19.2%
Page 14 of 22  ·  425 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%