
	First Eagle Investment 13F
	First Eagle Investment Management, LLC

	Last update 2025-05-14	411 Stocks (16 new)
	Value $47.92 Bil	Turnover 4 %
	Countries: Top Holdings: META(4.26%)ORCL(3.58%)HCA(3.26%)IMO(3.18%)WTW(3.12%) SEC Filings Portfolio Report

First Eagle Investment Profile

With a heritage dating back to 1864, First Eagle is an independent investment management firm that provides investment advisory services to private investment funds, institutional accounts, high-net-worth individuals, financial professionals and their clients through a range of investment strategies and retail mutual funds.

First Eagle Investment Investing Philosophy

First Eagle's value-oriented approach is defined by the conviction that absolute long-term performance is the best way to preserve capital, rather than attempting to compete against the short-term movements of the major indices, and rigorous application of bottom-up fundamental analysis intended to reduce risk. The firm's strategy incorporates on-site research by actively visiting companies and talking to managers to gain rounded, first-hand knowledge of investment prospects. First Eagle buys securities whose intrinsic value and long-term potential outweighs market risk.

First Eagle Investment Portfolio and Latest Trades

Ticker
Ticker
BDX
SCHW
FLS
BIO
IFF
CSL
EXPD
CHTR
PPG
NTR
GOOG
AXP
DG
PM
CMCSA
NG
WPM
SPY
FNV
BTG
B
EVR
NEM
GLD
HEES Unlock Delisted
ASIX
AEM
AGI
CAKE
CHEF
CW
DY
IMO
KGC
KHC
MTG
MUR
RDN
RGLD
BIL
WTW
AHH
ARCH Unlock Delisted
ASH
B Unlock Delisted
SEE
SUM Unlock Delisted
GO
AIR
ATSG Unlock Delisted
ASPS
ABEV
AMWD
ABCB
AMKR
AORT
AX
BK
BRK.A
BRK.B
BKH
BLDE
BCC
BKD
CTLP
CDNA
CRS
KOF
CNR
DCOM
ELV
NPO
EQR
XOM
FAF
HLN
HLIT
HCA
HSTM
ICUI
INGR
IMXI
BKLN
JOUT
LAKE
DRS
LAD
MTRX
MKSI
MOS
NCMI
NGVC
NMIH
NE
ORI
OKE
ONEW
OTIS
PWP
PRGO

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
BDX	Becton Dickinson & Co	2025-03-31	Add Add	+0.52%	● 222.79 ($232.01) 249.08	$172.25	-25.76%	Add 24.67%	5,517,712	1,091,690
SCHW	Charles Schwab Corp	2025-03-31	Sold Out Sold Out	-0.52%	● 71.24 ($78.48) 83.64	$91.24	16.26%	Sold Out	0	-3,175,717
FLS	Flowserve Corp	2025-03-31	Reduce Reduce	-0.48%	● 46.47 ($56.79) 64.75	$52.35	-7.82%	Reduce -48.48%	3,986,791	-3,752,067
BIO	Bio-Rad Laboratories Inc	2025-03-31	Add Add	+0.44%	● 243 ($300.83) 367	$241.32	-19.78%	Add 119.51%	1,566,190	852,685
IFF	International Flavors & Fragrances Inc International Flavors & Fragrances Inc	2025-03-31	Add Add	+0.40%	● 76.48 ($82.48) 87.72	$73.55	-10.83%	Add 37191.66%	2,449,689	2,443,120
CSL	Carlisle Companies Inc	2025-03-31	New Buy New Buy	+0.39%	● 326.43 ($358.4) 408.24	$373.40	4.19%	New holding	548,101	548,101
EXPD	Expeditors International of Washington Inc Expeditors International of Washington Inc	2025-03-31	Add Add	+0.33%	● 109.09 ($115.1) 126.48	$114.25	-0.74%	Add 31.72%	5,361,717	1,291,288
CHTR	Charter Communications Inc	2025-03-31	Add Add	+0.32%	● 334.89 ($357.69) 384.77	$408.81	14.29%	Add 120.62%	768,911	420,389
PPG	PPG Industries Inc	2025-03-31	Add Add	+0.32%	● 107.44 ($115.29) 124.29	$113.75	-1.34%	Add 43.53%	4,588,481	1,391,530
NTR	Nutrien Ltd	2025-03-31	Add Add	+0.22%	● 45.28 ($51.16) 53.84	$58.24	13.84%	Add 22.16%	11,640,901	2,111,590
GOOG	Alphabet Inc	2025-03-31	Add Add	+0.16%	● 156.06 ($183.12) 207.71	$177.39	-3.13%	Add 7.54%	7,176,775	503,297
AXP	American Express Co	2025-03-31	Reduce Reduce	-0.16%	● 255.39 ($295.58) 325.87	$318.98	7.92%	Reduce -10.49%	2,105,274	-246,779
DG	Dollar General Corp	2025-03-31	Add Add	+0.15%	● 68.44 ($75.71) 87.93	$114.38	51.08%	Add 15.22%	6,069,991	801,819
PM	Philip Morris International Inc	2025-03-31	Reduce Reduce	-0.14%	● 117.15 ($141.65) 158.79	$182.13	28.58%	Reduce -5.39%	8,984,382	-512,091
CMCSA	Comcast Corp	2025-03-31	Add Add	+0.10%	● 33.19 ($36.08) 38.23	$35.69	-1.08%	Add 3.85%	35,414,313	1,313,236
NG	Novagold Resources Inc	2025-03-31	Reduce Reduce	-0.06%	● 2.92 ($3.22) 3.57	$4.09	27.02%	Reduce -29.97%	18,231,042	-7,803,852
WPM	Wheaton Precious Metals Corp	2025-03-31	Reduce Reduce	-0.06%	● 55.75 ($66.73) 77.63	$89.80	34.57%	Reduce -2.44%	18,581,472	-465,565
SPY	SPDR S&P 500 ETF Trust	2025-03-31	Sold Out Sold Out	-0.06%	● 551.42 ($587.78) 612.93	$617.85	5.12%	Sold Out	0	-43,000
FNV	Franco-Nevada Corp	2025-03-31	Reduce Reduce	-0.04%	● 120.72 ($139.9) 157.56	$163.92	17.17%	Reduce -4.38%	3,219,191	-147,353
BTG	B2Gold Corp	2025-03-31	Add Add	+0.03%	● 2.3 ($2.68) 3.3	$3.61	34.70%	Add 54.12%	12,842,101	4,509,587
B	Barrick Mining Corp	2025-03-31	Reduce Reduce	-0.03%	● 15.45 ($17.52) 19.56	$20.82	18.84%	Reduce -2.04%	45,617,874	-949,466
EVR	Evercore Inc	2025-03-31	Reduce Reduce	-0.03%	● 190.28 ($249.15) 291.27	$270.02	8.38%	Reduce -88.47%	4,843	-37,177
NEM	Newmont Corp	2025-03-31	Reduce Reduce	-0.03%	● 37.79 ($43.9) 48.39	$58.26	32.71%	Reduce -1.87%	17,584,321	-335,778
GLD	SPDR Gold Shares ETF	2025-03-31	Reduce Reduce	-0.03%	● 243.19 ($264.45) 288.14	$304.83	15.27%	Reduce -1.62%	3,145,896	-51,880
HEES Unlock Delisted	H&E Equipment Services Inc	2025-03-31	Sold Out Sold Out	-0.03%	● 43.93 ($87.01) 100.57	$94.64	8.77%	Sold Out	0	-269,493
ASIX	AdvanSix Inc	2025-03-31	Reduce Reduce	-0.02%	● 22.57 ($27.83) 32.31	$23.75	-14.66%	Reduce -51.51%	225,324	-239,337
AEM	Agnico Eagle Mines Ltd	2025-03-31	Reduce Reduce	-0.02%	● 79.66 ($95.62) 108.41	$118.93	24.38%	Reduce -2.12%	6,535,053	-141,402
AGI	Alamos Gold Inc	2025-03-31	Reduce Reduce	-0.02%	● 18.69 ($22.55) 26.74	$26.56	17.78%	Reduce -5.7%	6,398,366	-386,614
CAKE	Cheesecake Factory Inc	2025-03-31	Reduce Reduce	-0.02%	● 44.87 ($51.2) 56.71	$62.68	22.42%	Reduce -42.5%	207,418	-153,300
CHEF	The Chefs' Warehouse Inc	2025-03-31	Reduce Reduce	-0.02%	● 48.93 ($55.75) 66.35	$63.81	14.46%	Reduce -47.43%	207,561	-187,300
CW	Curtiss-Wright Corp	2025-03-31	Reduce Reduce	-0.02%	● 304.82 ($337.43) 384.07	$488.55	44.79%	Reduce -93.19%	2,100	-28,742
DY	Dycom Industries Inc	2025-03-31	New Buy New Buy	+0.02%	● 136.75 ($172.29) 200.56	$244.39	41.85%	New holding	63,002	63,002
IMO	Imperial Oil Ltd	2025-03-31	Reduce Reduce	-0.02%	● 62.41 ($68.69) 73.34	$79.48	15.71%	Reduce -0.59%	21,088,357	-124,896
KGC	Kinross Gold Corp	2025-03-31	Reduce Reduce	-0.02%	● 9.69 ($11.22) 12.61	$15.63	39.30%	Reduce -6.53%	11,787,211	-823,172
KHC	The Kraft Heinz Co	2025-03-31	Reduce Reduce	-0.02%	● 28.51 ($29.93) 32.22	$25.82	-13.73%	Reduce -4.98%	4,874,718	-255,420
MTG	MGIC Investment Corp	2025-03-31	Reduce Reduce	-0.02%	● 22.56 ($24.22) 25.71	$27.84	14.95%	Reduce -39.27%	460,879	-298,000
MUR	Murphy Oil Corp	2025-03-31	New Buy New Buy	+0.02%	● 24.02 ($28.21) 33.9	$22.50	-20.24%	New holding	314,500	314,500
RDN	Radian Group Inc	2025-03-31	Reduce Reduce	-0.02%	● 30.6 ($32.57) 34.58	$36.02	10.59%	Reduce -43.02%	291,073	-219,800
RGLD	Royal Gold Inc	2025-03-31	Reduce Reduce	-0.02%	● 132.55 ($146.68) 163.51	$177.80	21.22%	Reduce -1.92%	3,412,401	-66,722
BIL	SPDR Bloomberg 1-3 Month T-Bill ETF	2025-03-31	Reduce Reduce	-0.02%	● 91.45 ($91.59) 91.75	$91.73	0.15%	Reduce -32.68%	217,263	-105,483
WTW	Willis Towers Watson PLC	2025-03-31	Reduce Reduce	-0.02%	● 306.61 ($325.92) 340.88	$306.59	-5.93%	Reduce -0.57%	4,431,373	-25,557
AHH	Armada Hoffler Properties Inc	2025-03-31	Sold Out Sold Out	-0.02%	● 7.5 ($9.08) 10.2	$6.87	-24.34%	Sold Out	0	-683,736
ARCH Unlock Delisted	Arch Resources Inc	2025-03-31	Sold Out Sold Out	-0.02%	● 133.89 ($138.9) 143.1	$134.83	-2.93%	Sold Out	0	-69,100
ASH	Ashland Inc	2025-03-31	Sold Out Sold Out	-0.02%	● 55.87 ($63.71) 73.16	$50.28	-21.08%	Sold Out	0	-156,050
B Unlock Delisted	Barnes Group Inc	2025-03-31	Sold Out Sold Out	-0.02%	● 47.18 ($47.31) 47.48	$47.48	0.36%	Sold Out	0	-206,148
SEE	Sealed Air Corp	2025-03-31	Sold Out Sold Out	-0.02%	● 28.9 ($32.76) 35.65	$31.03	-5.28%	Sold Out	0	-311,712
SUM Unlock Delisted	Summit Materials Inc	2025-03-31	Sold Out Sold Out	-0.02%	● 50.95 ($52.09) 52.49	$52.49	0.77%	Sold Out	0	-217,427
GO	Grocery Outlet Holding Corp	2025-03-31	Sold Out Sold Out	-0.02%	● 10.99 ($14.79) 17.37	$12.42	-16.02%	Sold Out	0	-474,000
AIR	AAR Corp	2025-03-31	Reduce Reduce	-0.01%	● 55.99 ($66.44) 72.21	$68.79	3.54%	Reduce -34.68%	139,715	-74,188
ATSG Unlock Delisted	Air Transport Services Group Inc	2025-03-31	Reduce Reduce	-0.01%	● 21.97 ($22.24) 22.44	$22.48	1.08%	Reduce -54.84%	184,747	-224,379
ASPS	Altisource Portfolio Solutions SA	2025-03-31	New Buy New Buy	+0.01%	● 5.05 ($6.14) 9.2	$8.53	38.93%	New holding	469,881	3,759,044
ABEV	Ambev SA	2025-03-31	Add Add	+0.01%	● 1.77 ($2) 2.37	$2.41	20.50%	Add 0.6%	341,577,145	2,052,558
AMWD	American Woodmark Corp	2025-03-31	Add Add	+0.01%	● 57.97 ($70.74) 82.5	$53.40	-24.51%	Add 55.31%	128,600	45,800
ABCB	Ameris Bancorp	2025-03-31	Reduce Reduce	-0.01%	● 55.56 ($62.37) 68.47	$64.70	3.74%	Reduce -32.87%	182,783	-89,500
AMKR	Amkor Technology Inc	2025-03-31	Reduce Reduce	-0.01%	● 18.06 ($22.58) 26.73	$20.99	-7.04%	Reduce -20.1%	424,500	-106,800
AORT	Artivion Inc	2025-03-31	Reduce Reduce	-0.01%	● 23.42 ($27.77) 31.7	$31.10	11.99%	Reduce -26.79%	433,215	-158,500
AX	Axos Financial Inc	2025-03-31	Reduce Reduce	-0.01%	● 61.63 ($67.83) 73.1	$76.04	12.10%	Reduce -19.58%	162,272	-39,500
BK	Bank of New York Mellon Corp	2025-03-31	Reduce Reduce	-0.01%	● 75.42 ($84.04) 88.95	$91.11	8.41%	Reduce -0.62%	13,937,536	-86,525
BRK.A	Berkshire Hathaway Inc	2025-03-31	Reduce Reduce	-0.01%	● 663000 ($729331) 801950	$728,800.00	-0.07%	Reduce -0.44%	912	-4
BRK.B	Berkshire Hathaway Inc	2025-03-31	Add Add	+0.01%	● 442.66 ($486.15) 534.52	$485.77	-0.08%	Add 39.86%	15,882	4,526
BKH	Black Hills Corp	2025-03-31	Reduce Reduce	-0.01%	● 55.74 ($59.22) 61.86	$56.10	-5.27%	Reduce -29.9%	162,216	-69,200
BLDE	Blade Air Mobility Inc	2025-03-31	Add Add	+0.01%	● 2.73 ($3.59) 4.91	$4.04	12.53%	Add 110.43%	1,127,820	591,866
BCC	Boise Cascade Co	2025-03-31	New Buy New Buy	+0.01%	● 96.38 ($113.26) 129.12	$86.82	-23.34%	New holding	45,853	45,853
BKD	Brookdale Senior Living Inc	2025-03-31	Add Add	+0.01%	● 4.51 ($5.35) 6.26	$6.96	30.09%	Add 21.15%	1,987,886	347,000
CTLP	Cantaloupe Inc	2025-03-31	Reduce Reduce	-0.01%	● 7.52 ($8.88) 11.15	$10.98	23.65%	Reduce -54.38%	274,701	-327,496
CDNA	CareDx Inc	2025-03-31	Reduce Reduce	-0.01%	● 17.64 ($21.54) 25.07	$19.54	-9.29%	Reduce -41.73%	328,614	-235,300
CRS	Carpenter Technology Corp	2025-03-31	Reduce Reduce	-0.01%	● 172.39 ($192.8) 212.53	$276.38	43.35%	Reduce -42.46%	28,454	-21,000
KOF	Coca-Cola Femsa SAB de CV	2025-03-31	Add Add	+0.01%	● 74.5 ($82.95) 92.3	$96.73	16.61%	Add 10.48%	356,823	33,860
CNR	Core Natural Resources Inc	2025-03-31	New Buy New Buy	+0.01%	● 67.32 ($84.48) 108.01	$69.74	-17.45%	New holding	50,107	50,107
DCOM	Dime Community Bancshares Inc	2025-03-31	Reduce Reduce	-0.01%	● 27.05 ($30.24) 33.89	$26.94	-10.91%	Reduce -30.43%	343,002	-150,020
ELV	Elevance Health Inc	2025-03-31	Add Add	+0.01%	● 365.83 ($401.43) 436.25	$388.96	-3.11%	Add 0.5%	3,241,361	16,022
NPO	Enpro Inc	2025-03-31	Reduce Reduce	-0.01%	● 161.21 ($179.63) 207.46	$191.55	6.64%	Reduce -17.05%	54,493	-11,200
EQR	Equity Residential	2025-03-31	Add Add	+0.01%	● 66.98 ($70.62) 75.02	$67.49	-4.43%	Add 0.6%	9,302,639	55,807
XOM	Exxon Mobil Corp	2025-03-31	Add Add	+0.01%	● 105.44 ($110.59) 118.93	$107.80	-2.52%	Add 0.28%	8,706,337	24,451
FAF	First American Financial Corp	2025-03-31	Reduce Reduce	-0.01%	● 57.7 ($63.31) 66.47	$61.39	-3.03%	Reduce -33.09%	126,175	-62,410
HLN	Haleon PLC	2025-03-31	Add Add	+0.01%	● 9.01 ($9.84) 10.67	$10.37	5.39%	Add 18.28%	2,488,938	384,649
HLIT	Harmonic Inc	2025-03-31	New Buy New Buy	+0.01%	● 9.42 ($11.02) 13.55	$9.46	-14.11%	New holding	261,576	261,576
HCA	HCA Healthcare Inc	2025-03-31	Add Add	+0.01%	● 296.7 ($321.62) 345.55	$383.10	19.12%	Add 0.41%	4,522,101	18,252
HSTM	HealthStream Inc	2025-03-31	Reduce Reduce	-0.01%	● 30.95 ($32.43) 33.99	$27.65	-14.74%	Reduce -23.59%	412,898	-127,500
ICUI	ICU Medical Inc	2025-03-31	Reduce Reduce	-0.01%	● 130.05 ($155.2) 172.3	$132.05	-14.92%	Reduce -66.94%	8,150	-16,500
INGR	Ingredion Inc	2025-03-31	Reduce Reduce	-0.01%	● 125.6 ($132.08) 137.36	$135.62	2.68%	Reduce -16.89%	93,001	-18,900
IMXI	International Money Express Inc	2025-03-31	Reduce Reduce	-0.01%	● 12.62 ($17.12) 21.21	$10.08	-41.12%	Reduce -22.4%	494,334	-142,700
BKLN	Invesco Senior Loan ETF	2025-03-31	Add Add	+0.01%	● 20.7 ($20.97) 21.15	$20.92	-0.24%	Add 75.23%	433,094	185,931
JOUT	Johnson Outdoors Inc	2025-03-31	Add Add	+0.01%	● 24.77 ($29.18) 35.6	$30.29	3.80%	Add 106.16%	105,900	54,531
LAKE	Lakeland Industries Inc	2025-03-31	Add Add	+0.01%	● 18.76 ($23) 26.47	$13.61	-40.83%	Add 879.57%	218,953	196,601
DRS	Leonardo DRS Inc	2025-03-31	Reduce Reduce	-0.01%	● 28.85 ($33) 37.42	$46.48	40.85%	Reduce -34.9%	195,885	-105,000
LAD	Lithia Motors Inc	2025-03-31	Reduce Reduce	-0.01%	● 285.59 ($340.53) 385.71	$337.82	-0.80%	Reduce -88.29%	1,232	-9,286
MTRX	Matrix Service Co	2025-03-31	New Buy New Buy	+0.01%	● 11.75 ($13.39) 15.48	$13.51	0.90%	New holding	317,194	317,194
MKSI	MKS Instruments Inc	2025-03-31	Reduce Reduce	-0.01%	● 78.89 ($100.97) 122.69	$99.33	-1.62%	Reduce -35.47%	86,649	-47,629
MOS	The Mosaic Co	2025-03-31	New Buy New Buy	+0.01%	● 23.08 ($26.45) 28.8	$36.48	37.92%	New holding	135,210	135,210
NCMI	National CineMedia Inc	2025-03-31	Add Add	+0.01%	● 5.22 ($6.41) 7.19	$4.84	-24.49%	Add 21.24%	1,857,558	325,384
NGVC	Natural Grocers by Vitamin Cottage Inc Natural Grocers by Vitamin Cottage Inc	2025-03-31	Reduce Reduce	-0.01%	● 35.54 ($41.84) 50.2	$39.25	-6.19%	Reduce -59.29%	35,268	-51,369
NMIH	NMI Holdings Inc	2025-03-31	Reduce Reduce	-0.01%	● 34.46 ($36.36) 39.13	$42.22	16.12%	Reduce -34.13%	289,119	-149,800
NE	Noble Corp PLC	2025-03-31	Add Add	+0.01%	● 22.46 ($28.63) 34.63	$26.55	-7.27%	Add 1.64%	12,188,599	196,383
ORI	Old Republic International Corp	2025-03-31	Reduce Reduce	-0.01%	● 33.46 ($36.67) 39.22	$38.44	4.83%	Reduce -30.89%	323,285	-144,500
OKE	ONEOK Inc	2025-03-31	Reduce Reduce	-0.01%	● 89.57 ($99.27) 109.85	$81.63	-17.77%	Reduce -2.28%	2,710,917	-63,386
ONEW	OneWater Marine Inc	2025-03-31	Add Add	+0.01%	● 14.68 ($17.11) 20.76	$13.39	-21.74%	Add 346.66%	151,084	117,259
OTIS	Otis Worldwide Corp	2025-03-31	Add Add	+0.01%	● 90.77 ($97.69) 104.01	$99.02	1.36%	Add 46.38%	76,413	24,210
PWP	Perella Weinberg Partners	2025-03-31	Reduce Reduce	-0.01%	● 18.4 ($22.69) 26.41	$19.41	-14.46%	Reduce -19.65%	385,078	-94,200
PRGO	Perrigo Co PLC	2025-03-31	Add Add	+0.01%	● 23.5 ($25.93) 29.47	$26.72	3.05%	Add 165.53%	151,405	94,386

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