13F filing recap · Q2 2025

What did First Eagle Investment Management buy in Q2 2025?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every First Eagle account, including accounts that belong to no fund below.

Stock value

$49.97B

Positions

391

Estimated turnover

15.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

BBarrick Mining Corp$822.06Mreported value+39.48M shares FERGFerguson Enterprises Inc.$130.65Mreported value+600.0K shares SIMOSilicon Motion Technology Corporation$10.99Mreported value+146.2K shares FORMFormfactor, Inc.$9.68Mreported value+281.4K shares CIENCiena Corp$9.63Mreported value+118.3K shares ACLSAxcelis Technologies Inc$5.09Mreported value+73.0K shares TKRTimken Co$4.90Mreported value+67.5K shares ASPSAltisource Portfolio Solutions S.a.$4.01Mreported value+469.9K shares COHUCohu Inc$3.95Mreported value+205.3K shares MTNVail Resorts, Inc.$3.73Mreported value+23.8K shares QXOQxo, Inc.$3.03Mreported value+140.4K shares AXGNAxogen, Inc.$1.93Mreported value+178.0K shares NATRNatures Sunshine Products Inc$1.92Mreported value+130.0K shares MASS908 Devices Inc.$1.91Mreported value+267.4K shares FLYWFlywire Corporation$1.36Mreported value+116.5K shares SMWBSimilarweb Ltd.$1.33Mreported value+169.5K shares DECKDeckers Outdoor Corp$812.2Kreported value+7.9K shares PROFProfound Medical Corp.$720.0Kreported value+122.0K shares NVTNvent Electric Plc$589.9Kreported value+8.1K shares KDKyndryl Holdings, Inc.$375.0Kreported value+8.9K shares SNSharkninja, Inc.$256.3Kreported value+2.6K shares

Increased positions

TSMTaiwan Semiconductor Manufacturing$1.52Breported value+1.05M shares+18.6%BDXBecton Dickinson & Co$1.51Breported value+3.27M shares+59.2%GOOGAlphabet Inc.$1.33Breported value+334.8K shares+4.7%CMCSAComcast Corporation$1.28Breported value+490.9K shares

Reduced positions

METAMeta Platforms, Inc.$2.46Breported value-211.9K shares-6.0%ORCLOracle Corporation$2.44Breported value-1.13M shares-9.2%IMOImperial Oil Limited$1.63Breported value-597.2K shares-2.8%WPMWheaton Precious Metals Corp.$1.63Breported value-485.2K shares

Exited positions

ABXBarrick Mining Corp$886.81Mprior reported value-45.62M shares-100.0%BROBrown & Brown, Inc.$239.06Mprior reported value-1.92M shares-100.0%ENOVEnovis Corp$11.87Mprior reported value-310.5K shares-100.0%SRLNSsga Active Trust$9.15Mprior reported value-218.1K shares