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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 16 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EVER EVERQUOTE INC Communication Services 229,757.0 $5.5M 0.01% -2K -0.9% $23.79 +4.7%
302 CALM CAL MAINE FOODS INC Consumer Defensive 67,000.0 $5.4M 0.01% NEW $80.56 +2.3%
303 METCB RAMACO RES INC Energy 612,058.0 $5.2M 0.01% +67K +12.3% $8.55 -26.2%
304 RLGT RADIANT LOGISTICS INC Industrials 552,507.0 $5.2M 0.01% +36K +7.0% $9.46 -8.6%
305 INSEEGO CORP 503,849.0 $5.2M 0.01% -67K -11.7% $10.33
306 ESAB ESAB CORPORATION Industrials 51,418.0 $5.1M 0.01% NEW $98.63 -20.3%
307 DSX DIANA SHIPPING INC Industrials 2,363,277.0 $5.0M 0.01% +1.1M +86.9% $2.10 +26.2%
308 POWW OUTDOOR HOLDING CO Industrials 2,143,370.0 $4.9M 0.01% +100K +4.9% $2.28 -0.9%
309 OSUR ORASURE TECHNOLOGIES INC Healthcare 1,062,750.0 $4.7M 0.01% NEW $4.46 -16.1%
310 TILE INTERFACE INC Consumer Cyclical 125,143.0 $4.5M 0.01% $35.84 +9.0%
311 FORBRIGHT INC 240,000.0 $4.4M 0.01% NEW $18.29
312 HLX HELIX ENERGY SOLUTIONS GRP I Energy 483,358.0 $4.2M 0.01% -43K -8.2% $8.74 +19.7%
313 ANGO ANGIODYNAMICS INC Healthcare 276,435.0 $3.6M 0.01% $13.01 +21.6%
314 ROST ROSS STORES INC Consumer Cyclical 16,828.0 $3.6M 0.01% +619.0 +3.8% $212.85 +7.6%
315 CERT CERTARA INC Healthcare 519,898.0 $3.4M 0.01% NEW $6.55 +33.3%
316 ALTG ALTA EQUIPMENT GROUP INC Industrials 520,000.0 $3.4M 0.01% -210K -28.8% $6.47 -0.9%
317 CIA CITIZENS INC Financial Services 584,050.0 $3.4M 0.01% $5.74 -33.8%
318 ASPS ALTISOURCE PORTFOLIO SOLUTIO Real Estate 435,686.0 $3.3M 0.01% $7.50 -25.4%
319 MTN VAIL RESORTS INC Consumer Cyclical 23,769.0 $3.2M 0.01% $136.15 +10.3%
320 RES RPC INC Energy 544,649.0 $3.2M 0.01% +208K +61.5% $5.83 +9.1%
Page 16 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%