# First Eagle — First Eagle Investment Management

Source: SEC EDGAR 13F filings (CIK 0001325447).
Page URL: https://superinvestorclub.com/manager/21222
Last updated: 2026-07-27T02:02:44.976Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), First Eagle reported 425 long equity positions in their First Eagle Investment Management 13F filing, with a total reported value of $59.00B.

### About

Global value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | GOOG | ALPHABET INC | 7404648 | $2.12B | 3.60% | +0.5% |
| 2 | BDX | BECTON DICKINSON & CO | 11928111 | $1.88B | 3.18% | +2.4% |
| 3 | WPM | WHEATON PRECIOUS METALS CORP | 14156511 | $1.85B | 3.14% | -8.0% |
| 4 | IMO | IMPERIAL OIL LTD | 13972305 | $1.83B | 3.10% | -24.9% |
| 5 | META | META PLATFORMS INC | 3193098 | $1.83B | 3.10% | +1.4% |
| 6 | HCA | HCA HEALTHCARE INC | 3254570 | $1.54B | 2.61% | -10.7% |
| 7 | SLB | SLB LIMITED | 28376167 | $1.46B | 2.47% | +2.4% |
| 8 | FMX | FOMENTO ECONOMICO MEXICANO S | 12902253 | $1.43B | 2.43% | +3.2% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3902137 | $1.32B | 2.24% | -34.3% |
| 10 | FNV | FRANCO NEV CORP | 5274537 | $1.31B | 2.21% | +2.9% |
| 11 | NEM | NEWMONT CORP | 12022368 | $1.30B | 2.21% | -12.4% |
| 12 | WTW | WILLIS TOWERS WATSON PLC LTD | 4339361 | $1.26B | 2.14% | +2.1% |
| 13 | ORCL | ORACLE CORP | 8435178 | $1.24B | 2.10% | +1.7% |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | 4132291 | $1.21B | 2.05% | +2.7% |
| 15 | BNY | BANK NEW YORK MELLON CORP | 9868077 | $1.17B | 1.98% | +1.3% |
| 16 | CRM | SALESFORCE INC | 6132564 | $1.14B | 1.94% | +42.0% |
| 17 | WY | WEYERHAEUSER CO | 46293464 | $1.13B | 1.92% | +23.1% |
| 18 | CMCSA | Comcast Corporation | 37780637 | $1.08B | 1.84% | +4.4% |
| 19 | XOM | EXXON MOBIL CORP | 6237614 | $1.06B | 1.79% | -19.6% |
| 20 | GLD | SPDR Gold Shares | 2455741 | $1.06B | 1.79% | -0.8% |
| 21 | OKE | ONEOK INC NEW | 11679175 | $1.06B | 1.79% | +2.8% |
| 22 | AEM | AGNICO EAGLE MINES LTD | 5193057 | $1.05B | 1.79% | +0.0% |
| 23 | ABEV | AMBEV SA | 346984557 | $1.01B | 1.72% | +3.3% |
| 24 | WDAY | WORKDAY INC | 7608713 | $988.5M | 1.68% | +75.4% |
| 25 | PM | PHILIP MORRIS INTL INC | 5892458 | $974.3M | 1.65% | +1.5% |

## New positions this quarter (42)

- ADP (AUTOMATIC DATA PROCESSING IN): 2849784 shares, $579.0M
- BRO (BROWN & BROWN INC): 8823162 shares, $575.4M
- WAT (WATERS CORP): 1575187 shares, $469.1M
- FISV (FISERV INC): 7495234 shares, $418.2M
- CFR-PB (CULLEN FROST BANKERS INC): 2265874 shares, $310.6M
- VSNT (VERSANT MEDIA GROUP INC): 1597299 shares, $59.1M
- RLXXF (RELX PLC): 802136 shares, $26.6M
- STRD (STRATEGY INC): 20000000 shares, $16.6M
- FUL (FULLER H B CO): 228587 shares, $14.1M
- PLXS (PLEXUS CORP): 67541 shares, $13.7M
- KWR (QUAKER HOUGHTON): 94538 shares, $11.7M
- SPY (SPDR S&P 500 ETF): 17000 shares, $11.1M
- LAD (LITHIA MTRS INC): 43700 shares, $10.9M
- CBT (CABOT CORP): 136650 shares, $10.3M
- HUN (HUNTSMAN CORP): 770135 shares, $10.3M
- HRI (HERC HLDGS INC): 99033 shares, $9.9M
- IIIV (I3 VERTICALS INC): 382137 shares, $8.5M
- TALO (TALOS ENERGY INC): 503900 shares, $7.9M
- CVLG (COVENANT LOGISTICS GROUP INC): 248154 shares, $6.7M
- OLN (OLIN CORP): 213752 shares, $6.4M

## Increased positions (224)

- GOOG: 7404648 shares (+0.5%), $2.12B
- BDX: 11928111 shares (+2.4%), $1.88B
- META: 3193098 shares (+1.4%), $1.83B
- SLB: 28376167 shares (+2.4%), $1.46B
- FMX: 12902253 shares (+3.2%), $1.43B
- FNV: 5274537 shares (+2.9%), $1.31B
- WTW: 4339361 shares (+2.1%), $1.26B
- ORCL: 8435178 shares (+1.7%), $1.24B
- ELV: 4132291 shares (+2.7%), $1.21B
- BNY: 9868077 shares (+1.3%), $1.17B
- CRM: 6132564 shares (+42.0%), $1.14B
- WY: 46293464 shares (+23.1%), $1.13B
- CMCSA: 37780637 shares (+4.4%), $1.08B
- OKE: 11679175 shares (+2.8%), $1.06B
- AEM: 5193057 shares (+0.0%), $1.05B
- ABEV: 346984557 shares (+3.3%), $1.01B
- WDAY: 7608713 shares (+75.4%), $988.5M
- PM: 5892458 shares (+1.5%), $974.3M
- UHS: 4424281 shares (+2.6%), $791.8M
- CHTR: 3580160 shares (+20.6%), $772.9M

## Reduced positions (131)

- WPM: 14156511 shares (-8.0%), $1.85B
- IMO: 13972305 shares (-24.9%), $1.83B
- HCA: 3254570 shares (-10.7%), $1.54B
- TSM: 3902137 shares (-34.3%), $1.32B
- NEM: 12022368 shares (-12.4%), $1.30B
- XOM: 6237614 shares (-19.6%), $1.06B
- GLD: 2455741 shares (-0.8%), $1.06B
- CHRW: 5729983 shares (-36.9%), $951.6M
- MDT: 10044695 shares (2.8%), $870.4M
- EXPD: 5945185 shares (-5.8%), $851.5M
- B: 20571232 shares (-35.9%), $839.1M
- NOV: 36408359 shares (-3.2%), $684.8M
- MSFT: 1325098 shares (137.6%), $490.5M
- GOOGL: 1198237 shares (-30.7%), $344.6M
- AGI: 6169791 shares (-0.1%), $274.5M
- RGLD: 917616 shares (-0.9%), $233.5M
- KGC: 7140993 shares (-22.6%), $217.9M
- GFIOF: 3535804 shares (-0.1%), $160.5M
- AU: 1490679 shares (-0.1%), $145.1M
- PAAS: 2417389 shares (-30.7%), $132.3M

## Sold positions (40)

- WBS-PG: previously held 227302 shares worth $14.3M
- MTG: previously held 412253 shares worth $12.0M
- FG: previously held 366671 shares worth $11.3M
- TFX: previously held 84300 shares worth $10.3M
- CUBI: previously held 139293 shares worth $10.2M
- KTOS: previously held 133063 shares worth $10.1M
- MHO: previously held 60100 shares worth $7.7M
- FIVN: previously held 363000 shares worth $7.3M
- YETI: previously held 134500 shares worth $5.9M
- THRY: previously held 842943 shares worth $5.1M
- SMWB: previously held 645647 shares worth $4.8M
- EMBC: previously held 391594 shares worth $4.7M
- TMCI: previously held 1462983 shares worth $3.6M
- MAC: previously held 170610 shares worth $3.1M
- AL: previously held 43522 shares worth $2.8M
- LAW: previously held 328719 shares worth $2.6M
- SVCO: previously held 627211 shares worth $2.5M
- RBBN: previously held 862528 shares worth $2.5M
- SANM: previously held 15377 shares worth $2.3M
- FUBO: previously held 803533 shares worth $2.0M

## Filing history (12)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-04)
- 2025-09-30 (filed 2025-11-12)
- 2025-06-30 (filed 2025-08-06)
- 2025-03-31 (filed 2025-05-12)
- 2024-12-31 (filed 2025-02-10)
- 2024-09-30 (filed 2024-11-12)
- 2024-06-30 (filed 2024-08-12)
- 2024-03-31 (filed 2024-05-09)
- 2023-12-31 (filed 2024-02-08)
- 2023-09-30 (filed 2023-11-08)
- 2023-06-30 (filed 2023-08-09)

## Citation

When citing, use: "First Eagle, First Eagle Investment Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/21222)".