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Portfolio (Quarterly) Guide ↗

First Eagle Investment Management, LLC

· CIK 0001325447
13F Portfolio $56.8B AUM 597 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 423 New
Page 15 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 QNST QUINSTREET INC Communication Services 249,874.0 $3.6M 0.01% NEW $14.37 +1.6%
282 TMCI TREACE MED CONCEPTS INC Healthcare 1,462,983.0 $3.6M 0.01% NEW $2.45 +61.2%
283 VSEC VSE CORP Industrials 20,522.0 $3.5M 0.01% NEW $172.77 +30.6%
284 RRBI RED RIVER BANCSHARES INC Financial Services 49,396.0 $3.5M 0.01% NEW $71.43 +28.1%
285 ALTG ALTA EQUIPMENT GROUP INC Industrials 764,591.0 $3.5M 0.01% NEW $4.60 +43.7%
286 HLX HELIX ENERGY SOLUTIONS GRP I Energy 559,858.0 $3.5M 0.01% NEW $6.27 +40.4%
287 ANGO ANGIODYNAMICS INC Healthcare 267,735.0 $3.4M 0.01% NEW $12.84 +0.6%
288 QTRX QUANTERIX CORP Healthcare 531,427.0 $3.4M 0.01% NEW $6.36 -35.2%
289 ONEW ONEWATER MARINE INC Consumer Cyclical 308,487.0 $3.3M 0.01% NEW $10.82 +5.1%
290 MASS 908 DEVICES INC Healthcare 623,883.0 $3.3M 0.01% NEW $5.25 +65.3%
291 KMPR KEMPER CORP Financial Services 80,203.0 $3.3M 0.01% NEW $40.54 -33.1%
292 POWW OUTDOOR HOLDING CO Industrials 1,901,370.0 $3.3M 0.01% NEW $1.71 +32.5%
293 ACCO ACCO BRANDS CORP Industrials 862,369.0 $3.2M 0.01% NEW $3.73 +12.2%
294 RLGT RADIANT LOGISTICS INC Industrials 501,301.0 $3.2M 0.01% NEW $6.33 +46.6%
295 NPK INTERNATIONAL INC 265,321.0 $3.2M 0.01% NEW $11.92
296 MTN VAIL RESORTS INC Consumer Cyclical 23,769.0 $3.2M 0.01% NEW $132.80 -0.8%
297 MAC MACERICH CO Real Estate 170,610.0 $3.1M 0.01% NEW $18.46 +38.1%
298 DNOW DNOW INC Energy 232,530.0 $3.1M 0.01% NEW $13.25 -2.3%
299 ASPS ALTISOURCE PORTFOLIO SOLUTIO Real Estate 435,686.0 $3.0M 0.01% NEW $6.95 +5.8%
300 ASIX ADVANSIX INC Basic Materials 175,024.0 $3.0M 0.01% NEW $17.30 +13.4%
Page 15 of 22  ·  423 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 17.9%
Healthcare 15.2%
Technology 13.6%
Communication Services 13.5%
Energy 10.0%
Financial Services 9.3%
Consumer Defensive 8.8%
Industrials 6.8%
Real Estate 4.0%
Consumer Cyclical 0.8%