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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 16 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CYRX CRYOPORT INC Industrials 312,061.0 $3.0M 0.01% NEW $9.60 +61.2%
302 CIA CITIZENS INC Financial Services 587,750.0 $2.8M 0.01% NEW $4.83 +30.2%
303 CLAR CLARUS CORP NEW Consumer Cyclical 843,475.0 $2.8M 0.01% NEW $3.35 -3.9%
304 AIR LEASE CORP 43,522.0 $2.8M 0.01% NEW $64.23
305 INTT INTEST CORP Technology 372,702.0 $2.8M 0.01% NEW $7.47 +136.5%
306 LAW CS DISCO INC Technology 328,719.0 $2.6M 0.00% NEW $7.76 -51.3%
307 SVCO SILVACO GROUP INC Technology 627,211.0 $2.5M 0.00% NEW $4.05 +218.6%
308 RBBN RIBBON COMMUNICATIONS INC Communication Services 862,528.0 $2.5M 0.00% NEW $2.88 -20.7%
309 CMCO COLUMBUS MCKINNON CORP N Y Industrials 142,918.0 $2.5M 0.00% NEW $17.25 -15.9%
310 PROF PROFOUND MED CORP Healthcare 312,707.0 $2.5M 0.00% NEW $7.87 -15.5%
311 GD GENERAL DYNAMICS CORP Industrials 7,297.0 $2.5M 0.00% NEW $336.66 +4.3%
312 SANM SANMINA CORPORATION Technology 15,377.0 $2.3M 0.00% NEW $150.07 +66.7%
313 SBUX STARBUCKS CORP Consumer Cyclical 25,625.0 $2.2M 0.00% NEW $84.21 +22.8%
314 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 98,800.0 $2.1M 0.00% NEW $21.58 -0.9%
315 PACK RANPAK HOLDINGS CORP Consumer Cyclical 390,010.0 $2.1M 0.00% NEW $5.41 +33.6%
316 FUBOTV INC 803,533.0 $2.0M 0.00% NEW $2.52
317 HLLY HOLLEY INC Consumer Cyclical 475,797.0 $2.0M 0.00% NEW $4.13 -38.9%
318 FOSL FOSSIL GROUP INC Consumer Cyclical 495,000.0 $1.9M 0.00% NEW $3.76 +9.4%
319 AIRG AIRGAIN INC Technology 450,765.0 $1.8M 0.00% NEW $4.06 +56.0%
320 RES RPC INC Energy 327,149.0 $1.8M 0.00% NEW $5.44 +7.4%
Page 16 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%