13F filing recap · Q1 2026

What did First Eagle Investment Management buy in Q1 2026?

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

$58.98B

Positions

420

Estimated turnover

19.1%

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

ADPAutomatic Data Processing Inc$579.02Mreported value+2.85M shares BROBrown & Brown, Inc.$575.36Mreported value+8.82M shares WATWaters Corporation$469.09Mreported value+1.58M shares FISVFiserv Inc$418.23Mreported value+7.50M shares CFRCullen/frost Bankers, Inc.$310.61Mreported value+2.27M shares VSNTVersant Media Group, Inc.$59.13Mreported value+1.60M shares RELXRelx Plc$26.59Mreported value+802.1K shares FULFuller H B Co$14.10Mreported value+228.6K shares PLXSPlexus Corp.$13.68Mreported value+67.5K shares KWRQuaker Chemical Corporation$11.74Mreported value+94.5K shares SPYSPDR S&P 500 ETF Trust$11.06Mreported value+17.0K shares LADLithia Motors, Inc.$10.91Mreported value+43.7K shares CBTCabot Corporation$10.29Mreported value+136.7K shares HUNHuntsman Corporation$10.25Mreported value+770.1K shares HRIHerc Holdings Inc.$9.86Mreported value+99.0K shares IIIVI3 Verticals, Inc.$8.54Mreported value+382.1K shares TALOTalos Energy Inc.$7.94Mreported value+503.9K shares CVLGCovenant Logistics Group, Inc.$6.74Mreported value+248.2K shares OLNOlin Corp$6.35Mreported value+213.8K shares CCRNCross Country Healthcare, Inc.$5.54Mreported value+589.7K shares EXTRExtreme Networks, Inc.$5.27Mreported value+349.5K shares BRZEBraze, Inc.$3.74Mreported value+158.5K shares STVNStevanato Group S.p.a.$2.17Mreported value+157.5K shares TNCTennant Co$2.13Mreported value+32.1K shares ESIElement Solutions Inc$1.93Mreported value+56.5K shares GTESGates Industrial Corp Ltd.$1.89Mreported value+83.5K shares ARLOArlo Technologies, Inc.$1.32Mreported value+92.5K shares LFUSLittelfuse Inc /de$1.14Mreported value+3.4K shares FEMDFirst Eagle ETF Trust$1.00Mreported value+30.0K shares USFEFirst Eagle ETF Trust$995.8Kreported value+30.0K shares JBHTJ.b. Hunt Transport Services, Inc.$960.3Kreported value+4.5K shares AOSLAlpha & Omega Semiconductor Limited$886.4Kreported value+40.0K shares CHWYChewy, Inc.$580.5Kreported value+21.5K shares SUNBSunbelt Rentals Holdings, Inc.$448.9Kreported value+7.1K shares LRNStride, Inc.$376.3Kreported value+4.3K shares XGNExagen Inc.$375.7Kreported value+125.2K shares CLXClorox Co /de/$3.6Kreported value+35 shares

Increased positions

GOOGAlphabet Inc.$2.12Breported value+35.5K shares+0.5%BDXBecton Dickinson & Co$1.88Breported value+282.1K shares+2.4%METAMeta Platforms, Inc.$1.83Breported value+43.2K shares+1.4%SLBSlb Limited/nv$1.46Breported value+657.7K shares

Reduced positions

WPMWheaton Precious Metals Corp.$1.85Breported value-1.23M shares-8.0%IMOImperial Oil Limited$1.83Breported value-4.63M shares-24.9%HCAHCA Healthcare, Inc.$1.54Breported value-391.6K shares-10.7%TSMTaiwan Semiconductor Manufacturing$1.32Breported value-2.04M shares

Exited positions

WBSWebster Financial Corporation$14.31Mprior reported value-227.3K shares-100.0%MTGMgic Investment Corp$12.05Mprior reported value-412.3K shares-100.0%FGF&G Annuities & Life, Inc.$11.31Mprior reported value-366.7K shares-100.0%TFXTeleflex Incorporated$10.29Mprior reported value