First Eagle Investment Management, LLC

Other Low signal CIK 1325447
League rank
#1706
in Other · #7182 overall
Long book
$58.98B
Q1 2026
Positions
420
Top-10 weight
28%
concentration
Last quarter
+3.4%
SPY +14.8%
Turnover
17%
of book per quarter

Strategy in plain words

auto-generated from filings

First Eagle Investment Management, LLC is an institutional manager, running a $58.98B US long book across 420 positions.

The portfolio is moderately concentrated (top 10 ≈ 28% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ALPHABET INC-CL C, BECTON DICKINSON AND CO, WHEATON PRECIOUS METALS CORP, IMPERIAL OIL LTD, META PLATFORMS INC-CLASS A.

Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+0.7%
Q2 2024
+9.6%
Q3 2024
-5.4%
Q4 2024
+4.6%
Q1 2025
+6.4%
Q2 2025
+10.6%
Q3 2025
+4.8%
Q4 2025
+3.5%
Q1 2026
+3.4%

Sector allocation

Technology
21%
Materials
15%
Financials
13%
Healthcare
13%
Energy
10%
Industrials
8%
Other
7%
Communications
4%

Long book by quarter

$44.02B
Q1 2024
$44.19B
Q2 2024
$48.61B
Q3 2024
$44.65B
Q4 2024
$47.41B
Q1 2025
$49.97B
Q2 2025
$54.92B
Q3 2025
$56.82B
Q4 2025
$58.98B
Q1 2026

What does First Eagle own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GOOG ALPHABET INC-CL CTechnology7.4M$2.12B3.6%+0.5%
BDX BECTON DICKINSON AND COHealthcare11.9M$1.88B3.2%+2.4%
WPM WHEATON PRECIOUS METALS CORPMaterials14.2M$1.85B3.1%-8.0%
IMO IMPERIAL OIL LTDEnergy14.0M$1.83B3.1%-24.9%
META META PLATFORMS INC-CLASS ATechnology3.2M$1.83B3.1%+1.4%
HCA HCA HEALTHCARE INCHealthcare3.3M$1.54B2.6%-10.7%
SLB SLB LTDEnergy28.4M$1.46B2.5%+2.4%
FNV FRANCO-NEVADA CORPMaterials5.3M$1.31B2.2%+2.9%
NEM NEWMONT CORPMaterials12.0M$1.30B2.2%-12.4%
WTW WILLIS TOWERS WATSON PLCFinancials4.3M$1.26B2.1%+2.1%
ORCL ORACLE CORPTechnology8.4M$1.24B2.1%+1.7%
ELV ELEVANCE HEALTH INCFinancials4.1M$1.21B2.1%+2.7%
BNY BANK OF NEW YORK MELLON CORPFinancials9.9M$1.17B2.0%+1.3%
CRM SALESFORCE INCTechnology6.1M$1.14B1.9%+42.0%
CMCSA COMCAST CORP-CLASS ACommunications37.8M$1.08B1.8%+4.4%
XOM EXXON MOBIL CORPEnergy6.2M$1.06B1.8%-19.6%
OKE ONEOK INCUtilities11.7M$1.06B1.8%+2.8%
AEM AGNICO EAGLE MINES LTDMaterials5.2M$1.05B1.8%0.0%
WDAY WORKDAY INC-CLASS ATechnology7.6M$988.5M1.7%+75.4%
PM PHILIP MORRIS INTERNATIONALConsumer staples5.9M$974.3M1.7%+1.5%
CHRW C.H. ROBINSON WORLDWIDE INCIndustrials5.7M$951.6M1.6%-36.9%
MDT MEDTRONIC PLCHealthcare10.0M$870.4M1.5%+2.8%
EXPD EXPEDITORS INTL WASH INCIndustrials5.9M$851.5M1.4%-5.8%
B BARRICK MINING CORPMaterials20.6M$839.1M1.4%-35.9%
UHS UNIVERSAL HEALTH SERVICES-BHealthcare4.4M$791.8M1.3%+2.6%
CHTR CHARTER COMMUNICATIONS INC-ACommunications3.6M$772.9M1.3%+20.6%
NTR NUTRIEN LTDOther10.0M$753.8M1.3%-24.9%
BIO BIO-RAD LABORATORIES-AHealthcare2.6M$725.5M1.2%+1.3%
TXN TEXAS INSTRUMENTS INCTechnology3.7M$713.3M1.2%+0.7%
CL COLGATE-PALMOLIVE COOther8.1M$691.8M1.2%+2.5%
PPG PPG INDUSTRIES INCOther6.4M$687.8M1.2%+2.3%
NOV NOV INCIndustrials36.4M$684.8M1.2%-3.2%
IFF INTL FLAVORS & FRAGRANCESOther9.3M$675.8M1.1%+5.5%
NE NOBLE CORP PLCEnergy13.6M$665.5M1.1%+11.2%
ADP AUTOMATIC DATA PROCESSINGTechnology2.8M$579.0M1.0%New
BRO BROWN & BROWN INCFinancials8.8M$575.4M1.0%New
OMC OMNICOM GROUPServices media7.3M$550.0M0.9%+15.0%
DG DOLLAR GENERAL CORPConsumer discretionary4.5M$529.0M0.9%+0.9%
IPGP IPG PHOTONICS CORPTechnology4.6M$526.4M0.9%+2.4%
DIS WALT DISNEY CO/THEServices media5.3M$506.4M0.9%+52.6%
AXP AMERICAN EXPRESS COFinancials1.7M$502.9M0.9%+1.4%
MSFT MICROSOFT CORPTechnology1.3M$490.5M0.8%+137.6%
WAT WATERS CORPHealthcare1.6M$469.1M0.8%New
USB US BANCORPFinancials9.0M$469.0M0.8%+2.3%
FISV FISERV INCServices media7.5M$418.2M0.7%New
CMI CUMMINS INCIndustrials767.2K$412.8M0.7%+1.6%
FNF FIDELITY NATIONAL FINANCIALFinancials8.9M$411.9M0.7%+45.5%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials565$405.7M0.7%+2.2%
GOOGL ALPHABET INC-CL ATechnology1.2M$344.6M0.6%-30.7%
MICC MAGNUM ICE CREAM CO NV/THEConsumer staples22.7M$333.7M0.6%+39.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HR/ARESTATEMENTMay 14, 2026602$59.00B canonicalSEC ↗
Q1 202613F-HRMay 12, 2026602$75.57B SEC ↗
Q4 202513F-HRFeb 4, 2026597$56.82B canonicalSEC ↗
Q3 202513F-HRNov 12, 2025546$54.92B canonicalSEC ↗
Q2 202513F-HRAug 6, 2025527$50.93B canonicalSEC ↗
Q1 202513F-HRMay 12, 2025552$47.92B canonicalSEC ↗
Q4 202413F-HRFeb 10, 2025559$44.81B canonicalSEC ↗
Q3 202413F-HRNov 12, 2024524$48.61B canonicalSEC ↗
Q2 202413F-HRAug 12, 2024527$44.67B canonicalSEC ↗
Q1 202413F-HRMay 9, 2024532$44.02B canonicalSEC ↗