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Portfolio (Quarterly) Guide ↗

First Eagle Investment Management, LLC

· CIK 0001325447
13F Portfolio $59.9B AUM 614 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 41 New 249 Added 93 Reduced
Page 12 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 STRATA CRITICAL MEDICAL INC 2,314,614.0 $12.2M 0.02% +48K +2.1% $5.27
222 RDNT RADNET INC Healthcare 195,036.0 $12.0M 0.02% +101K +107.2% $61.67 +24.9%
223 SKY CHAMPION HOMES INC Consumer Cyclical 135,579.0 $11.9M 0.02% $88.12 +2.1%
224 QTRX QUANTERIX CORP Healthcare 2,753,165.0 $11.9M 0.02% +1.5M +111.8% $4.32 -27.8%
225 NMIH NMI HLDGS INC Financial Services 288,869.0 $11.9M 0.02% +15K +5.6% $41.09 +10.5%
226 TNC TENNANT CO Industrials 132,857.0 $11.6M 0.02% +101K +314.4% $87.54 -22.3%
227 HUN HUNTSMAN CORP Basic Materials 1,094,017.0 $11.6M 0.02% +324K +42.1% $10.62 -4.3%
228 AIR AAR CORP Industrials 81,059.0 $11.6M 0.02% +17K +26.7% $142.93 -7.4%
229 FN FABRINET Technology 20,576.0 $11.6M 0.02% +5K +35.4% $562.08 -20.9%
230 NPK INTERNATIONAL INC 721,002.0 $11.5M 0.02% +447K +163.3% $15.91
231 QXO QXO INC Industrials 662,894.0 $11.5M 0.02% +440K +197.0% $17.28 -22.8%
232 OSIS OSI SYSTEMS INC Technology 52,162.0 $11.4M 0.02% +28K +111.5% $218.70 -0.3%
233 ORI OLD REP INTL CORP Financial Services 277,779.0 $11.4M 0.02% +10K +3.8% $40.92 +2.2%
234 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 289,938.0 $11.2M 0.02% +30K +11.3% $38.77 -1.8%
235 INTT INTEST CORP Technology 612,602.0 $11.1M 0.02% +188K +44.5% $18.17 -33.0%
236 PUMP PROPETRO HLDG CORP Energy 775,833.0 $11.1M 0.02% +258K +49.8% $14.34 -21.0%
237 STVN STEVANATO GROUP S P A Healthcare 611,286.0 $11.0M 0.02% +454K +288.1% $18.07 +23.7%
238 NTCT NETSCOUT SYS INC Technology 248,402.0 $10.8M 0.02% +48K +24.2% $43.55 -12.7%
239 ITRI ITRON INC Technology 124,987.0 $10.8M 0.02% NEW $86.53 +13.8%
240 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 296,323.0 $10.6M 0.02% NEW $35.90 -4.2%
Page 12 of 22  ·  424 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 14.6%
Healthcare 14.4%
Technology 13.1%
Communication Services 12.1%
Financial Services 11.0%
Consumer Defensive 10.3%
Energy 9.6%
Industrials 7.2%
Real Estate 5.6%
Consumer Cyclical 1.9%