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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 3 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BRO BROWN & BROWN INC Financial Services 8,823,162.0 $575.4M 0.97% NEW $65.21 -11.0%
42 EQR EQUITY RESIDENTIAL Real Estate 9,469,693.0 $560.1M 0.95% +228K +2.5% $59.15 +13.6%
43 OMC OMNICOM GROUP INC Communication Services 7,303,113.0 $550.0M 0.93% +951K +15.0% $75.31 -0.1%
44 DG DOLLAR GEN CORP Consumer Defensive 4,455,622.0 $529.0M 0.90% +38K +0.8% $118.73 -10.7%
45 IPGP IPG PHOTONICS CORP Technology 4,593,349.0 $526.4M 0.89% +106K +2.4% $114.59 -3.2%
46 DIS DISNEY WALT CO Communication Services 5,254,083.0 $506.4M 0.86% +1.8M +52.6% $96.38 +2.9%
47 EXR EXTRA SPACE STORAGE INC Real Estate 3,838,691.0 $503.4M 0.85% +1.3M +50.4% $131.13 +10.1%
48 AXP AMERICAN EXPRESS CO Financial Services 1,662,628.0 $502.9M 0.85% +23K +1.4% $302.48 +3.2%
49 MSFT MICROSOFT CORP Technology 1,325,098.0 $490.5M 0.83% +767K +137.6% $370.17 +11.4%
50 BXP BXP INC Real Estate 9,344,461.0 $485.0M 0.82% +5.9M +174.0% $51.90 +24.2%
51 WAT WATERS CORP Healthcare 1,575,187.0 $469.1M 0.80% NEW $297.80 +22.1%
52 USB US BANCORP Financial Services 9,018,084.0 $469.0M 0.80% +200K +2.3% $52.01 +6.4%
53 FISV FISERV INC Technology 7,495,234.0 $418.2M 0.71% NEW $55.80 -5.6%
54 CMI CUMMINS INC Industrials 767,231.0 $412.8M 0.70% +12K +1.6% $538.02 +24.8%
55 FNF FIDELITY NATL FINL INC Financial Services 8,880,108.0 $411.9M 0.70% +2.8M +45.5% $46.38 +1.9%
56 BERKSHIRE HATHAWAY INC DEL 565.0 $405.7M 0.69% +12.0 +2.2% $718140.00
57 GOOGL ALPHABET INC Communication Services 1,198,237.0 $344.6M 0.58% -530K -30.7% $287.56 +26.3%
58 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 22,709,344.0 $333.7M 0.57% +6.4M +39.2% $14.70 +15.9%
59 CFR CULLEN FROST BANKERS INC Financial Services 2,265,874.0 $310.6M 0.53% NEW $137.08 +2.9%
60 DE DEERE & CO Industrials 533,025.0 $300.3M 0.51% +11K +2.1% $563.30 +0.8%
Page 3 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%