First Eagle — Recent Buys

First Eagle Investment Management · New and increased positions in the Q2 '26 13F filing.

Filed August 24, 2026 · Last updated

First Eagle opened 41 new positions and increased 224 existing holdings in the Q2 '26 filing — a combined buy footprint of $70.35B. Largest new position: BOOKING HOLDINGS INC at $1.75B.

New positions (41)

TickerCompanySharesValue% Portfolio
BKNGBOOKING HOLDINGS INC9832988$1.75B1.45%
HCCWARRIOR MET COAL INC7758116$629.6M0.52%
GFFGRIFFON CORP340314$33.2M0.03%
SYNASYNAPTICS INC225292$28.0M0.02%
SBLKSTAR BULK CARRIERS CORP.1030000$25.7M0.02%
ITRIITRON INC249974$21.6M0.02%
DINDINE BRANDS GLOBAL INC592646$21.3M0.02%
CEVACEVA INC418234$19.7M0.02%
GOGROCERY OUTLET HLDG CORP1972012$19.7M0.02%
PSNPARSONS CORP DEL358514$18.8M0.02%
CDRECADRE HLDGS INC612916$17.5M0.01%
ALKTALKAMI TECHNOLOGY INC851456$15.4M0.01%
TDCTERADATA CORP DEL400684$13.9M0.01%
FTKFLOTEK INDUSTRIES INC586484$13.8M0.01%
AMNAMN HEALTHCARE SVCS INC392424$12.7M0.01%
COURCOURSERA INC2116000$11.9M0.01%
RILYBRC GROUP HOLDINGS INC1361922$10.9M0.01%
CALMCAL MAINE FOODS INC134000$10.8M0.01%
ESABESAB CORPORATION102836$10.1M0.01%
OSURORASURE TECHNOLOGIES INC2125500$9.5M0.01%
FRBTFORBRIGHT INC480000$8.8M0.01%
CERTCERTARA INC1039796$6.8M0.01%
WENWENDYS CO706046$5.9M0.00%
AADXAPPLIED AEROSPACE & DEFENSE250000$5.7M0.00%
RELLRICHARDSON ELECTRS LTD290000$5.5M0.00%
SNDASONIDA SENIOR LIVING INC115000$4.7M0.00%
WNCWABASH NATL CORP280850$3.8M0.00%
VREXVAREX IMAGING CORP359002$3.7M0.00%
MTDRMATADOR RES CO60000$3.0M0.00%
FLXSFLEXSTEEL INDS INC40000$3.0M0.00%
VOYA-PBVOYA FINANCIAL INC30000$2.7M0.00%
CELHCELSIUS HLDGS INC90706$2.7M0.00%
N52A8C105INNIO NV65000$2.6M0.00%
BKRBAKER HUGHES COMPANY44000$2.4M0.00%
DPCDPC HOLDINGS PLC48866$2.4M0.00%
DOWDOW HLDGS INC80000$2.2M0.00%
LNTHLANTHEUS HLDGS INC16000$1.8M0.00%
SANMSANMINA CORP6400$1.6M0.00%
HURCHURCO CO60000$1.4M0.00%
BLDRBUILDERS FIRSTSOURCE INC334$30K0.00%
ONONON HLDG AG760$27K0.00%

Increased positions (224)

TickerCompanySharesValue% PortfolioChange
BDXBECTON DICKINSON & CO27630670$4.18B3.47%+131.6%
METAMETA PLATFORMS INC6434706$3.62B3.00%+101.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC7491194$3.58B2.96%+92.0%
FMXFOMENTO ECONOMICO MEXICANO S26016552$3.33B2.76%+101.6%
ELVELEVANCE HEALTH INC FORMERLY8376392$3.24B2.68%+102.7%
WPMWHEATON PRECIOUS METALS CORP28430294$3.19B2.65%+100.8%
IMOIMPERIAL OIL LTD27181394$3.05B2.53%+94.5%
SLBSLB LIMITED57827466$2.69B2.23%+103.8%
HCAHCA HEALTHCARE INC6591130$2.57B2.13%+102.5%
WTWWILLIS TOWERS WATSON PLC LTD8951720$2.34B1.94%+106.3%
ABEVAMBEV SA698646434$2.19B1.82%+101.3%
NEMNEWMONT CORP23140652$2.16B1.79%+92.5%
MDTMEDTRONIC PLC27567966$2.16B1.79%+174.5%
OKEONEOK INC NEW23669654$2.06B1.71%+102.7%
CMCSAComcast Corporation76345970$1.87B1.55%+102.1%
GLDSPDR Gold Shares4983246$1.84B1.52%+102.9%
BIOBIO RAD LABS INC5212438$1.53B1.27%+100.3%
BBARRICK MNG CORP39836596$1.46B1.21%+93.7%
MSFTMICROSOFT CORP3880430$1.45B1.20%+192.8%
CHRWC H ROBINSON WORLDWIDE IN7284906$1.37B1.14%+27.1%
UHSUNIVERSAL HLTH SVCS INC9109340$1.35B1.12%+105.9%
NOVNOV INC61369382$1.14B0.94%+68.6%
AXPAMERICAN EXPRESS CO3360294$1.14B0.94%+102.1%
EXREXTRA SPACE STORAGE INC7753994$1.13B0.93%+102.0%
NENOBLE CORP PLC27914324$1.04B0.86%+105.8%
DGDOLLAR GEN CORP9000002$1.04B0.86%+102.0%
CHTRCharter Communications7174694$1.02B0.85%+100.4%
WATWATERS CORP2670216$1.00B0.83%+69.5%
CFR-PBCULLEN FROST BANKERS INC5555316$858.4M0.71%+145.2%
MICCMAGNUM ICE CREAM CO NV46043002$801.3M0.66%+102.7%
IPGPIPG PHOTONICS CORP6677762$783.4M0.65%+45.4%
CCUCOMPANIA CERVECERIAS UNIDAS32239064$361.1M0.30%+100.0%
DEIDOUGLAS EMMETT INC27916656$329.4M0.27%+100.0%
AUANGLOGOLD ASHANTI PLC2981358$241.2M0.20%+100.0%
GFIOFGOLD FIELDS LTD7071608$237.5M0.20%+100.0%
PAASPAN AMERN SILVER CORP4834778$216.5M0.18%+100.0%
BTIBRITISH AMERN TOB PLC3437704$212.3M0.18%+106.0%
BILSPDR SERIES TRUST2154310$197.4M0.16%+58.0%
SHELSHELL PLC2146530$166.4M0.14%+103.1%
EPDENTERPRISE PRODS PARTNERS L3916072$144.0M0.12%+101.7%
UCTTULTRA CLEAN HLDGS INC695860$99.2M0.08%+60.3%
ORLAORLA MNG LTD NEW9535652$93.2M0.08%+100.0%
VSHVISHAY INTERTECHNOLOGY INC1632426$87.8M0.07%+53.5%
SIMOSILICON MOTION TECHNOLOGY CO251474$83.8M0.07%+49.3%
KOFCoca-Cola FEMSA785478$83.5M0.07%+100.0%
HLNCFHALEON PLC8449712$78.8M0.07%+109.5%
BAC-PLBANK OF AMER CORP59282$74.4M0.06%+100.0%
BKDBROOKDALE SR LIVING INC4600694$74.0M0.06%+146.6%
HNGEHINGE HEALTH INC860284$71.4M0.06%+155.3%
MTRNMATERION CORP238600$71.0M0.06%+134.0%
VECOVEECO INSTRS INC DEL927706$70.3M0.06%+137.0%
BHEBENCHMARK ELECTRS INC701928$69.3M0.06%+136.7%
DCODUCOMMUN INC DEL352752$65.3M0.05%+129.4%
ROGROGERS CORP376536$61.7M0.05%+185.6%
WFC-PLWELLS FARGO & CO51482$59.6M0.05%+100.0%
ABCBAMERIS BANCORP657858$59.4M0.05%+165.8%
TTMITTM TECHNOLOGIES INC314828$58.9M0.05%+40.3%
ITUBITAU UNIBANCO HLDG S A7072312$57.8M0.05%+113.5%
KALUKAISER ALUMINIUM CORPORATION276862$54.2M0.04%+150.0%
CECOCECO ENVIRONMENTAL CORP548644$49.8M0.04%+126.2%
SPBSPECTRUM BRANDS HOLDINGS INC578244$49.6M0.04%+149.0%
MAMAMAMAS CREATIONS INC2758578$49.2M0.04%+125.5%
GHMGRAHAM CORP388226$48.1M0.04%+80.1%
HLITHARMONIC INC2892266$47.2M0.04%+144.9%
LPXLOUISIANA PAC CORP583606$45.9M0.04%+151.7%
MRVIMARAVAI LIFESCIENCES HLDGS I7342574$45.8M0.04%+190.9%
TELTE CONNECTIVITY PLC219678$44.3M0.04%+107.6%
CMCCOMMERCIAL METALS CO700732$44.0M0.04%+145.4%
AMBQAMBIQ MICRO INC488788$43.2M0.04%+75.1%
AXAXOS FINANCIAL INC426624$41.5M0.03%+159.2%
AINALBANY INTL CORP544258$40.5M0.03%+165.7%
FULFULLER H B CO678686$39.6M0.03%+196.9%
CBTCABOT CORP416900$37.9M0.03%+205.1%
ACAARCOSA INC255680$37.1M0.03%+101.9%
PKOHPARK-OHIO HLDGS CORP955694$36.7M0.03%+98.6%
GLNGGOLAR LNG LTD720644$35.9M0.03%+159.7%
KRESPDR SERIES TRUST473138$35.4M0.03%+168.6%
ABMABM INDS INC800170$35.4M0.03%+173.1%
UNHUNITEDHEALTH GROUP INC84728$35.2M0.03%+107.6%
ESIELEMENT SOLUTIONS INC733200$35.0M0.03%+1197.7%
CHEFCHEFS WHSE INC363038$34.9M0.03%+116.8%
BDCBELDEN INC290818$34.9M0.03%+183.5%
ADTNADTRAN HOLDINGS INC2497014$34.7M0.03%+82.4%
STRDSTRATEGY INC40000000$34.5M0.03%+100.0%
FORMFORMFACTOR INC212274$33.9M0.03%+18.0%
LFSTLIFESTANCE HEALTH GROUP INC3125932$33.5M0.03%+94.1%
CENXCENTURY ALUM CO724720$33.3M0.03%+344.4%
ASTEASTEC INDS INC543200$33.2M0.03%+108.7%
TMHCTAYLOR MORRISON HOME CORP455202$32.7M0.03%+89.5%
MURMURPHY OIL CORP994800$32.4M0.03%+382.9%
TRNSTRANSCAT INC347394$32.2M0.03%+127.0%
OISOIL STS INTL INC4011354$32.1M0.03%+96.3%
TRNTRINITY INDS INC926638$32.0M0.03%+123.0%
CVLGCOVENANT LOGISTICS GROUP INC717864$31.7M0.03%+189.3%
STNGSCORPIO TANKERS INC457436$31.7M0.03%+94.6%
AXGNAXOGEN INC682154$31.5M0.03%+92.4%
ATROASTRONICS CORP385452$31.3M0.03%+100.4%
LXULSB INDS INC2837800$30.7M0.03%+161.5%
DGIIDIGI INTL INC406518$30.5M0.03%+134.0%
NGSNATURAL GAS SVCS GROUP INC695370$30.0M0.02%+142.1%
BCCBOISE CASCADE CO DEL386416$30.0M0.02%+126.9%
SMBKSMARTFINANCIAL INC638678$30.0M0.02%+185.1%
TRSTRIMAS CORP663112$29.9M0.02%+108.5%
OTISOTIS WORLDWIDE CORP411726$29.5M0.02%+110.0%
REPXRILEY EXPLORATION PERMIAN IN861892$28.4M0.02%+368.0%
DYDYCOM INDS INC56074$28.4M0.02%+78.6%
OUTOUTFRONT MEDIA INC856070$28.0M0.02%+57.8%
HZOMARINEMAX INC756904$27.7M0.02%+125.2%
MECMAYVILLE ENGR CO INC739150$27.7M0.02%+82.9%
PXEDPHOENIX ED PARTNERS INC831020$27.3M0.02%+201.3%
ACLSAXCELIS TECHNOLOGIES INC143850$27.3M0.02%+43.1%
DCOMDIME COML BANCSHARES INC663320$27.0M0.02%+146.4%
BKHBLACK HILLS CORP355980$26.5M0.02%+176.4%
FLSFLOWSERVE CORP354818$26.3M0.02%+217.5%
FIPFTAI INFRASTRUCTURE INC5495124$25.5M0.02%+117.6%
OGSONE GAS INC321528$24.8M0.02%+199.8%
LNCLINCOLN NATL CORP IND697500$24.7M0.02%+62.8%
COLBCOLUMBIA BKG SYS INC769200$24.7M0.02%+235.9%
SRTASTRATA CRITICAL MEDICAL INC4629228$24.4M0.02%+104.3%
SKYCHAMPION HOMES INC271158$23.9M0.02%+99.1%
QTRXQUANTERIX CORP5506330$23.8M0.02%+323.5%
NMIHNMI HLDGS INC577738$23.7M0.02%+111.2%
FNFABRINET41152$23.1M0.02%+170.8%
ORIOLD REP INTL CORP555558$22.7M0.02%+107.6%
CENTACENTRAL GARDEN & PET CO579876$22.5M0.02%+122.7%
NTCTNETSCOUT SYS INC496804$21.6M0.02%+148.4%
CAKECHEESECAKE FACTORY INC267182$21.3M0.02%+81.0%
IPIINTREPID POTASH INC647102$21.2M0.02%+327.8%
VSECUVSE CORP90844$20.8M0.02%+380.1%
ENSGENSIGN GROUP INC129200$20.7M0.02%+10260.9%
SKTTANGER INC522650$20.6M0.02%+164.7%
UTZUTZ BRANDS INC2637500$20.3M0.02%+133.5%
NVSTENVISTA HOLDINGS CORPORATION745000$19.6M0.02%+181.7%
AVBHAVIDBANK HLDGS INC568080$18.8M0.02%+187.9%
LYTSLSI INDS INC OHIO681648$18.1M0.02%+138.8%
XRAYDENTSPLY SIRONA INC1702694$18.1M0.01%+-88.7%
NXQUANEX BLDG PRODS CORP948422$17.7M0.01%+96.1%
WRBYWARBY PARKER INC576000$17.5M0.01%+326.4%
RDNRADIAN GROUP INC459602$17.3M0.01%+155.6%
ATRCATRICURE INC595286$16.7M0.01%+127.1%
EYENATIONAL VISION HLDGS INC859236$16.3M0.01%+287.8%
STCSTEWART INFORMATION SVCS COR246236$16.3M0.01%+96.0%
AVNWAVIAT NETWORKS INC720912$16.0M0.01%+147.6%
SMHISEACOR MARINE HLDGS INC2067978$15.8M0.01%+93.2%
AORTARTIVION INC693146$15.6M0.01%+122.4%
HOFTHOOKER FURNISHINGS CORPORATI840134$15.0M0.01%+128.9%
CDECOEUR MNG INC908238$14.8M0.01%+69.5%
JOUTJOHNSON OUTDOORS INC321176$14.8M0.01%+131.2%
TTAMTITAN AMER SA743894$13.9M0.01%+82.3%
PEPPEPSICO INC96462$13.1M0.01%+107.6%
SDHCSMITH DOUGLAS HOMES CORP808548$12.6M0.01%+110.1%
IDAIDACORP INC83016$12.6M0.01%+99.7%
CMCOCOLUMBUS MCKINNON CORP N Y824072$12.5M0.01%+146.3%
HLHECLA MINING COMPANY804000$12.4M0.01%+64.9%
PGNYPROGYNY INC426424$12.3M0.01%+116.9%
MKTXMARKETAXESS HLDGS INC99154$11.3M0.01%+450600.0%
STRWSTRAWBERRY FIELDS REIT INC809780$11.1M0.01%+145.7%
EVEREVERQUOTE INC459514$10.9M0.01%+98.1%
DSXDIANA SHIPPING INC4726554$9.9M0.01%+273.8%
POWWOUTDOOR HOLDING CO4286740$9.8M0.01%+109.7%
TILEINTERFACE INC250286$9.0M0.01%+101.0%
HLXHELIX ENERGY SOLUTIONS GRP I966716$8.4M0.01%+83.7%
ANGOANGIODYNAMICS INC552870$7.2M0.01%+100.5%
ROSTROSS STORES INC33656$7.2M0.01%+107.6%
ASPSALTISOURCE PORTFOLIO SOLUTIO871372$6.5M0.01%+100.0%
MTNVAIL RESORTS INC47538$6.5M0.01%+100.0%
AEBIAEBI SCHMIDT HLDG AG490600$6.2M0.01%+57.7%
PROFPROFOUND MED CORP880414$5.9M0.00%+172.8%
DOUGDOUGLAS ELLIMAN INC3282142$5.8M0.00%+101.3%
LXFRLUXFER HLDGS PLC315000$5.7M0.00%+5.2%
KVHIKVH INDS INC566652$5.6M0.00%+168.8%
FLEXFLEX LTD33136$5.4M0.00%+64.3%
KODKEASTMAN KODAK CO572000$5.3M0.00%+95.6%
MATVMATIV HOLDINGS INC632978$4.8M0.00%+-42.4%
AIRGAIRGAIN INC688806$4.3M0.00%+84.7%
NVTNVENT ELEC PLC20750$3.5M0.00%+100.7%
SBUXSTARBUCKS CORP34004$3.5M0.00%+107.6%
ENTGENTEGRIS INC19098$3.4M0.00%+90.2%
TRVGTRIVAGO N V566888$3.1M0.00%+100.0%
LFUSLITTELFUSE INC6782$3.1M0.00%+102.4%
GNRCGENERAC HLDGS INC9780$2.9M0.00%+117.3%
XGNEXAGEN INC613930$2.9M0.00%+390.2%
DALDELTA AIR LINES INC30424$2.8M0.00%+152.6%
FOSLFOSSIL GROUP INC680000$2.8M0.00%+100.0%
EVREVERCORE INC7920$2.7M0.00%+102.9%
PWRQUANTA SVCS INC3700$2.7M0.00%+100.0%
NCMINATIONAL CINEMEDIA INC687428$2.6M0.00%+57.8%
FTAIFTAI AVIATION LTD9372$2.5M0.00%+122.1%
JHIUFJAMES HARDIE INDS PLC96352$2.5M0.00%+209.1%
COHRCOHERENT CORP6338$2.5M0.00%+40.3%
JBHTHUNT J B TRANS SVCS INC8064$2.3M0.00%+77.9%
DINOHF SINCLAIR CORP33382$2.3M0.00%+100.0%
HLLYHOLLEY INC911594$2.3M0.00%+89.6%
CLHCLEAN HARBORS INC7748$2.3M0.00%+103.0%
FEMDFIRST EAGLE ETF TR60002$2.3M0.00%+100.0%
USFEFIRST EAGLE ETF TR60000$2.0M0.00%+100.0%
CIENCIENA CORP4000$2.0M0.00%+53.8%
CWCURTISS WRIGHT CORP2302$1.7M0.00%+64.3%
RRXREGAL REXNORD CORPORATION7220$1.7M0.00%+33.3%
ARMKARAMARK30000$1.7M0.00%+172.7%
OLNOLIN CORP80388$1.6M0.00%+-62.4%
XPOXPO INC6562$1.3M0.00%+77.1%
PHMPULTE GROUP INC9464$1.3M0.00%+212.2%
RSRELIANCE INC2916$1.1M0.00%+171.5%
EXELEXELIXIS INC20000$1.1M0.00%+100.0%
TXRHTEXAS ROADHOUSE INC5068$979K0.00%+59.1%
URIUNITED RENTALS INC832$943K0.00%+13766.7%
BSMBLACK STONE MINERALS L P58570$818K0.00%+95.2%
UGIUGI CORP NEW22842$789K0.00%+95.2%
LUVSOUTHWEST AIRLS CO14000$720K0.00%+40.0%
RJFRAYMOND JAMES FINL INC4220$642K0.00%+70.8%
WMBWILLIAMS COS INC8462$629K0.00%+95.2%
CRHCRH PLC5788$619K0.00%+95.3%
CPCANADIAN PACIFIC KANSAS CITY7032$609K0.00%+107.9%
DCIDONALDSON INC6400$575K0.00%+100.0%
TACPFTRANSALTA CORP40720$563K0.00%+95.2%
CNICANADIAN NATL RY CO4686$559K0.00%+95.3%
EGPEASTGROUP PPTYS INC2204$446K0.00%+95.2%
IAUiShares Gold Trust5336$403K0.00%+86.1%
RPMRPM INTL INC3462$385K0.00%+95.3%
STESTERIS PLC190$40K0.00%+955.6%
APDAIR PRODUCTS AND CHEMICALS I90$26K0.00%+429.4%
ASPSWALTISOURCE PORTFOLIO SOLUTIO5668$2K0.00%+100.0%
ASPSZALTISOURCE PORTFOLIO SOLUTIO5668$2K0.00%+100.0%
Full portfolio →Recent sells →Most bought stocks this quarter →