13F filing recap · Q3 2025
What did First Eagle Investment Management buy in Q3 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
$54.92B
Positions
404
Estimated turnover
10.7%
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.
Quarter in review
First Eagle Investment Management opened new positions in Workday, Omnicom Group, Pan American Silver, and a number of smaller names including Penguin Solutions, Five9, and Xerox. It exited Adapthealth, Align Technology, Carpenter Technology, Fastly, Flowserve, Heartland Express, and several others. The firm trimmed Oracle, Bank of New York Mellon, Philip Morris, American Express, and Royal Gold, while adding to Becton Dickinson, Elevance Health, Franco-Nevada, Salesforce, PPG Industries, Oneok, and International Flavors & Fragrances.