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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 22 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 45.0 $13K +28.0 +164.7% $293.18 +3.4%
422 HLI HOULIHAN LOKEY INC Financial Services 90.0 $12K -5K -98.2% $134.13 -5.3%
423 ALTISOURCE PORTFOLIO SOLUTIO 2,834.0 $1K $0.40
424 ALTISOURCE PORTFOLIO SOLUTIO 2,834.0 $794.0 $0.28
Page 22 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%