First Eagle - First Eagle Investment Management
As of Q2 2026, First Eagle reported 424 long-equity positions worth $60.73B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.89%
- 1-year
- +32.23%
- 3-year
- +73.54%
- 5-year
- +80.93%
- 3-year vs S&P 500
- +2.26%
- 5-year vs S&P 500
- +8.89%
- 5-year top 5
- +93.34%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 85 of 108 rows. Rows without a quote are marked unavailable.
| 1 | ORCL | ORACLE CORP | 4.48% | Reduce -1.5% | 30,877,616 | $1.64B | $52.98 | No quote |
| 2 | CMCSA | COMCAST CORP NEW | 3.99% | Reduce -0.8% | 32,410,476 | $1.46B | $44.97 | No quote |
| 3 | XOM | EXXON MOBIL CORP | 3.81% | Reduce -0.5% | 19,940,208 | $1.39B | $69.78 | No quote |
| 4 | WY | WEYERHAEUSER CO | 3.43% | Reduce -5.0% | 41,529,308 | $1.25B | $30.20 | No quote |
| 5 | SLB | SCHLUMBERGER LTD | 3.35% | Add +7.1% | 30,491,635 | $1.23B | $40.20 | No quote |
| 6 | NTR | NUTRIEN LTD | 2.93% | Add +6.0% | 22,371,936 | $1.07B | $47.91 | No quote |
| 7 | PM | PHILIP MORRIS INTL INC | 2.86% | Reduce -1.2% | 12,298,763 | $1.05B | $85.09 | No quote |
| 8 | BK | BANK NEW YORK MELLON CORP | 2.61% | Add +0.1% | 18,932,501 | $952.87M | $50.33 | No quote |
| 9 | NEM | NEWMONT GOLDCORP CORPORATION | 2.46% | Reduce -0.5% | 20,703,872 | $899.58M | $43.45 | No quote |
| 10 | GOLD | BARRICK GOLD CORPORATION | 2.40% | Reduce -1.6% | 47,203,997 | $877.52M | No quote | No quote |
| 11 | CL | COLGATE PALMOLIVE CO | 2.37% | Reduce -1.2% | 12,555,787 | $864.34M | $68.84 | No quote |
| 12 | LIN | LINDE PLC | 2.28% | Reduce -6.5% | 3,894,854 | $831.78M | $213.56 | No quote |
| 13 | GLD | SPDR GOLD TRUST | 2.01% | Reduce -5.1% | 5,147,459 | $735.57M | $142.90 | No quote |
| 14 | TFC | TRUIST FINL CORP | 1.97% | New | 12,773,860 | $719.42M | $56.32 | No quote |
| 15 | WPM | WHEATON PRECIOUS METALS CORP | 1.95% | Reduce -0.9% | 23,954,741 | $712.65M | $29.75 | No quote |
| 16 | DE | DEERE & CO | 1.95% | Reduce -9.3% | 4,105,967 | $711.4M | $173.26 | No quote |
| 17 | FTI | TECHNIPFMC PLC | 1.89% | Add +19.2% | 32,271,892 | $691.91M | $21.44 | No quote |
| 18 | USB | US BANCORP DEL | 1.88% | Reduce -0.5% | 11,574,703 | $686.26M | $59.29 | No quote |
| 19 | CHRW | C H ROBINSON WORLDWIDE INC | 1.83% | Add +15.9% | 8,547,051 | $668.38M | $78.20 | No quote |
| 20 | MMM | 3M CO | 1.74% | Reduce -24.0% | 3,603,420 | $635.72M | $176.42 | No quote |
| 21 | IMO | IMPERIAL OIL LTD | 1.70% | Add +1.4% | 23,438,585 | $620.01M | $26.45 | No quote |
| 22 | OMC | OMNICOM GROUP INC | 1.69% | Reduce -9.2% | 7,625,837 | $617.85M | $81.02 | No quote |
| 23 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.67% | Reduce -9.9% | 3,019,160 | $609.69M | $201.94 | No quote |
| 24 | ELV | ANTHEM INC | 1.66% | Add +20.5% | 2,003,818 | $605.21M | $302.03 | No quote |
| 25 | FLS | FLOWSERVE CORP | 1.65% | Add +0.4% | 12,116,082 | $603.02M | $49.77 | No quote |
| 26 | NOV | NATIONAL OILWELL VARCO INC | 1.62% | Reduce -5.4% | 23,671,466 | $592.97M | $25.05 | No quote |
| 27 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.61% | Reduce -1.2% | 10,127,279 | $588.4M | $58.10 | No quote |
| 28 | MSFT | MICROSOFT CORP | 1.56% | Reduce -21.9% | 3,614,588 | $570.02M | $157.70 | No quote |
| 29 | WFC | WELLS FARGO CO NEW | 1.49% | Add +0.8% | 10,152,267 | $546.19M | $53.80 | No quote |
| 30 | AXP | AMERICAN EXPRESS CO | 1.42% | Reduce -3.2% | 4,175,816 | $519.85M | $124.49 | No quote |
| 31 | Y | ALLEGHANY CORP DEL | 1.35% | Reduce -1.3% | 616,967 | $493.31M | No quote | No quote |
| 32 | AEM | AGNICO EAGLE MINES LTD | 1.35% | Reduce -1.3% | 7,995,545 | $492.46M | $61.59 | No quote |
| 33 | UNP | UNION PACIFIC CORP | 1.35% | Reduce -2.6% | 2,719,137 | $491.59M | $180.79 | No quote |
| 34 | TXN | TEXAS INSTRS INC | 1.34% | Reduce -0.5% | 3,805,926 | $488.26M | $128.29 | No quote |
| 35 | ADI | ANALOG DEVICES INC | 1.32% | Reduce -0.5% | 4,056,033 | $482.02M | $118.84 | No quote |
| 36 | WRB | BERKLEY W R CORP | 1.30% | Reduce -6.8% | 6,861,123 | $474.1M | $69.10 | No quote |
| 37 | META | FACEBOOK INC | 1.22% | Reduce -0.6% | 2,179,569 | $447.36M | $205.25 | No quote |
| 38 | UHS | UNIVERSAL HLTH SVCS INC | 1.16% | Reduce -0.5% | 2,961,724 | $424.89M | $143.46 | No quote |
| 39 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 1.13% | Reduce -0.7% | 1,212 | $411.58M | No quote | No quote |
| 40 | TDC | TERADATA CORP DEL | 1.12% | Add +1.6% | 15,234,477 | $407.83M | $26.77 | No quote |
| 41 | BRO | BROWN & BROWN INC | 1.06% | Reduce -2.0% | 9,845,357 | $388.7M | $39.48 | No quote |
| 42 | BKNG | BOOKING HLDGS INC | 1.06% | Add +22.3% | 189,219 | $388.61M | $2053.73 | No quote |
| 43 | FNV | FRANCO NEVADA CORP | 1.03% | Reduce -0.4% | 3,627,774 | $374.61M | $103.26 | No quote |
| 44 | TRV | TRAVELERS COMPANIES INC | 0.98% | Add +24.4% | 2,609,705 | $357.4M | $136.95 | No quote |
| 45 | XRAY | DENTSPLY SIRONA INC | 0.97% | Reduce -0.6% | 6,248,382 | $353.6M | $56.59 | No quote |
| 46 | RGLD | ROYAL GOLD INC | 0.96% | Reduce -0.4% | 2,873,608 | $351.3M | $122.25 | No quote |
| 47 | HCA | HCA HEALTHCARE INC | 0.95% | Reduce -0.6% | 2,360,117 | $348.85M | $147.81 | No quote |
| 48 | CMI | CUMMINS INC | 0.92% | Reduce -14.7% | 1,872,216 | $335.05M | $178.96 | No quote |
| 49 | GOOG | ALPHABET INC | 0.85% | Reduce -0.1% | 233,190 | $311.78M | $1337.02 | No quote |
| 50 | SCHW | THE CHARLES SCHWAB CORPORATI | 0.73% | Add +20.1% | 5,603,086 | $266.48M | $47.56 | No quote |
| 51 | CVE | CENOVUS ENERGY INC | 0.71% | Reduce -0.6% | 25,580,901 | $259.65M | $10.15 | No quote |
| 52 | GOOGL | ALPHABET INC | 0.66% | Reduce -0.3% | 178,767 | $239.44M | $1339.39 | No quote |
| 53 | IPGP | IPG PHOTONICS CORP | 0.65% | Reduce -0.6% | 1,634,836 | $236.92M | $144.92 | No quote |
| 54 | TIF | TIFFANY & CO NEW | 0.64% | Reduce -39.4% | 1,751,051 | $234.03M | No quote | No quote |
| 55 | COP | CONOCOPHILLIPS | 0.58% | Reduce -3.2% | 3,253,013 | $211.54M | $65.03 | No quote |
| 56 | CCU | COMPANIA CERVECERIAS UNIDAS | 0.57% | Add +24.9% | 10,914,020 | $207.04M | $18.97 | No quote |
| 57 | UGI | UGI CORP NEW | 0.55% | Add +30.9% | 4,437,735 | $200.41M | $45.16 | No quote |
| 58 | VAR | VARIAN MED SYS INC | 0.52% | Reduce -2.5% | 1,326,002 | $188.31M | No quote | No quote |
| 59 | KHC | KRAFT HEINZ CO | 0.48% | Add +0.8% | 5,504,407 | $176.86M | $32.13 | No quote |
| 60 | SMG | SCOTTS MIRACLE GRO CO | 0.46% | Reduce -0.5% | 1,596,442 | $169.51M | $106.18 | No quote |
| 61 | HRB | BLOCK H & R INC | 0.36% | Reduce -0.6% | 5,594,167 | $131.35M | $23.48 | No quote |
| 62 | WYN | WYNDHAM DESTINATIONS INC | 0.22% | Reduce -5.0% | 1,588,408 | $82.11M | No quote | No quote |
| 63 | NG | NOVAGOLD RES INC | 0.20% | - | 8,052,359 | $72.15M | $8.96 | No quote |
| 64 | POST | POST HLDGS INC | 0.19% | Add +3.1% | 638,189 | $69.63M | $109.10 | No quote |
| 65 | BALL | BALL CORP | 0.17% | - | 935,272 | $60.48M | $64.67 | No quote |
| 66 | BTG | B2GOLD CORP | 0.16% | - | 14,178,157 | $56.89M | $4.01 | No quote |
| 67 | MLM | MARTIN MARIETTA MATLS INC | 0.14% | Reduce -4.1% | 184,306 | $51.54M | $279.64 | No quote |
| 68 | WH | WYNDHAM HOTELS & RESORTS INC | 0.13% | - | 780,668 | $49.03M | No quote | No quote |
| 69 | HPQ | HP INC | 0.13% | Add +27.9% | 2,238,447 | $46M | $20.55 | No quote |
| 70 | MPC | MARATHON PETE CORP | 0.12% | Reduce -4.6% | 744,771 | $44.87M | $60.25 | No quote |
| 71 | GD | GENERAL DYNAMICS CORP | 0.12% | Add +2.4% | 250,247 | $44.13M | $176.35 | No quote |
| 72 | KKR | KKR & CO INC | 0.12% | - | 1,481,580 | $43.22M | $29.17 | No quote |
| 73 | EFX | EQUIFAX INC | 0.12% | - | 305,916 | $42.87M | $140.12 | No quote |
| 74 | MAG | MAG SILVER CORP | 0.11% | Add +11.5% | 3,280,988 | $38.76M | No quote | No quote |
| 75 | LH | LABORATORY CORP AMER HLDGS | 0.11% | Add +12.2% | 227,700 | $38.52M | $169.17 | No quote |
| 76 | FTDR | FRONTDOOR INC | 0.10% | Reduce -0.0% | 803,699 | $38.11M | No quote | No quote |
| 77 | AON | AON PLC | 0.10% | - | 174,389 | $36.32M | $208.29 | No quote |
| 78 | MDCO | MEDICINES CO | 0.10% | Reduce -46.5% | 409,112 | $34.75M | No quote | No quote |
| 79 | DNOW | NOW INC | 0.09% | Reduce -38.8% | 3,065,736 | $34.46M | $11.24 | No quote |
| 80 | SERV | SERVICEMASTER GLOBAL HLDGS I | 0.08% | Add +85.0% | 780,257 | $30.17M | No quote | No quote |
| 81 | HALO | HALOZYME THERAPEUTICS INC | 0.08% | Reduce -0.1% | 1,636,475 | $29.02M | $17.73 | No quote |
| 82 | AU | ANGLOGOLD ASHANTI LTD | 0.08% | - | 1,286,240 | $28.74M | $22.34 | No quote |
| 83 | AGI | ALAMOS GOLD INC NEW | 0.08% | Add +10.8% | 4,681,838 | $28.23M | $6.03 | No quote |
| 84 | CREE | CREE INC | 0.07% | - | 540,500 | $24.94M | No quote | No quote |
| 85 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.07% | - | 266,127 | $24.63M | $92.55 | No quote |
| 86 | INVA | INNOVIVA INC | 0.06% | Add +33.5% | 1,665,400 | $23.58M | No quote | No quote |
| 87 | Z | ZILLOW GROUP INC | 0.06% | Reduce -5.7% | 443,500 | $20.37M | $45.94 | No quote |
| 88 | SHW | SHERWIN WILLIAMS CO | 0.06% | Reduce -25.8% | 34,800 | $20.31M | $583.53 | No quote |
| 89 | HDS | HD SUPPLY HLDGS INC | 0.05% | Add +123.5% | 444,500 | $18.34M | No quote | No quote |
| 90 | UNVR | UNIVAR SOLUTIONS INC | 0.05% | Reduce -0.5% | 753,750 | $18.27M | No quote | No quote |
| 91 | ENTG | ENTEGRIS INC | 0.05% | Add +6.8% | 341,300 | $17.1M | $50.09 | No quote |
| 92 | PRGO | PERRIGO CO PLC | 0.04% | Reduce -38.0% | 289,500 | $14.96M | $51.66 | No quote |
| 93 | WFCPRL | WELLS FARGO CO NEW | 0.03% | - | 8,535 | $12.38M | $1450.03 | No quote |
| 94 | SJT | SAN JUAN BASIN RTY TR | 0.03% | - | 4,112,718 | $10.45M | No quote | No quote |
| 95 | NVT | NVENT ELECTRIC PLC | 0.02% | Reduce -71.5% | 329,729 | $8.43M | $25.58 | No quote |
| 96 | KGC | KINROSS GOLD CORP | 0.02% | - | 1,675,378 | $7.94M | $4.74 | No quote |
| 97 | DVA | DAVITA INC | 0.02% | New | 93,300 | $7M | $75.03 | No quote |
| 98 | CCK | CROWN HOLDINGS INC | 0.01% | New | 68,400 | $4.96M | $72.54 | No quote |
| 99 | VAC | MARRIOTT VACTINS WORLDWID CO | 0.01% | Add +112.5% | 35,700 | $4.6M | $128.77 | No quote |
| 100 | XON | INTREXON CORP | 0.01% | Reduce -3.1% | 816,818 | $4.48M | No quote | No quote |
| 101 | TXMD | THERAPEUTICSMD INC | 0.01% | Reduce -8.3% | 1,324,280 | $3.21M | No quote | No quote |
| 102 | BE | BLOOM ENERGY CORP | 0.01% | Reduce -9.7% | 354,500 | $2.65M | $7.47 | No quote |
| 103 | ALB | ALBEMARLE CORP | 0.01% | Reduce -37.5% | 2,500 | $2.36M | $943.20 | No quote |
| 104 | ALXN | ALEXION PHARMACEUTICALS INC | 0.00% | Reduce -33.3% | 2,000 | $328K | No quote | No quote |
| 108 | VSTO | VISTA OUTDOOR INC | - | Sold | 0 | $0 | No quote | No quote |
| 107 | SYF | SYNCHRONY FINL | - | Sold | 0 | $0 | No quote | No quote |
| 106 | BIIB | BIOGEN INC | - | Sold | 0 | $0 | No quote | No quote |
| 105 | BBT | BB&T CORP | - | Sold | 0 | $0 | No quote | No quote |