First Eagle Investment Management Cartera 2026 – Posiciones, Acciones y Operaciones

Última actualización:29 jun 2026· Q2 2026

Próxima actualización prevista:≈ 14 nov 2026· Q3 2026

Asignación de cartera

Top 5: 16,6%

420Posiciones

GOOGAlphabet Inc. CL C4,32%
BDXBecton Dickinson3,50%
METAMeta Platforms Inc.3,03%
TSMTaiwan Semiconductor S.A.2,99%
FMXFomento Economico Mexicano2,78%
ELVElevance Health Inc.2,71%
WPMWheaton Precious Metals Corp.2,67%
IMOImperial Oil Ltd.2,55%
Otros(192)73,62%

Posiciones de Cartera

Acción	%	Actividad	Acciones	Reportado
Alphabet Inc. CL CGOOG	4,32%	Reduce 1.19%	7.316.252	$353,33
Becton DickinsonBDX	3,50%	Add 15.82%	13.815.335	$151,33
Meta Platforms Inc.META	3,03%	Add 0.76%	3.217.353	$563,29
Taiwan Semiconductor S.A.TSM	2,99%	Reduce 4.01%	3.745.597	$477,57
Fomento Economico MexicanoFMX	2,78%	Add 0.82%	13.008.276	$127,90
Elevance Health Inc.ELV	2,71%	Add 1.35%	4.188.196	$386,73
WP Wheaton Precious Metals Corp.WPM	2,67%	Add 0.41%	14.215.147	$112,32
IM Imperial Oil Ltd.IMO	2,55%	Reduce 2.73%	13.590.697	$112,17
Schlumberger Ltd.SLB	2,25%	Add 1.89%	28.913.733	$46,49
Bank of New York Mellon Corp.BNY	2,24%	Reduce 6.09%	9.266.915	$144,61
HCA Healthcare Inc.HCA	2,15%	Add 1.26%	3.295.565	$389,89
Oracle Corp.ORCL	2,09%	Add 0.97%	8.516.878	$146,55
Weyerhaeuser Co.WY	2,05%	Add 10.55%	51.179.282	$23,94
Willis Towers Watson plcWTW	1,96%	Add 3.15%	4.475.860	$261,37
Automatic Data Processing Inc.ADP	1,94%	Add 81.56%	5.173.929	$223,95
Salesforce.comCRM	1,91%	Add 19.14%	7.306.034	$156,66
FN Franco Nevada Corp.FNV	1,84%	Reduce 0.02%	5.273.317	$208,45
Ambev S.A.ABEV	1,83%	Add 0.67%	349.323.217	$3,14
Workday Inc.WDAY	1,81%	Add 15.98%	8.824.517	$122,42
Newmont Corp.NEM	1,81%	Reduce 3.76%	11.570.326	$93,40
Medtronic plcMDT	1,80%	Add 37.23%	13.783.983	$78,23
Philip Morris Intl.PM	1,79%	Add 0.56%	5.925.468	$180,91
ONEOK Inc.OKE	1,72%	Add 1.33%	11.834.827	$86,94
Comcast Corp.CMCSA	1,57%	Add 1.04%	38.172.985	$24,55
GL SPDR Gold TrustGLD	1,53%	Add 1.46%	2.491.623	$368,38
Booking Holdings Inc.BKNG	1,47%	Buy	4.916.494	$178,24
AE Agnico-Eagle Mines Ltd.AEM	1,35%	Reduce 0.01%	5.192.638	$155,22
PPG IndustriesPPG	1,32%	Add 1.16%	6.509.824	$121,29
Bio-Rad Laboratories Inc.BIO	1,28%	Add 0.13%	2.606.219	$293,61
Brown & Brown Inc.BRO	1,26%	Add 32.92%	11.727.514	$64,15
Colgate-PalmoliveCL	1,26%	Add 1.10%	8.205.699	$91,68
International Flavors & Fragrances Inc.IFF	1,25%	Add 1.02%	9.409.698	$79,22
Barrick Mining Corp.B	1,22%	Reduce 3.17%	19.918.298	$36,73
Microsoft Corp.MSFT	1,21%	Add 46.42%	1.940.215	$373,02
C.H. Robinson WorldwideCHRW	1,15%	Reduce 36.43%	3.642.453	$188,34
Universal Health Services Inc.UHS	1,13%	Add 2.95%	4.554.670	$148,69
VM Vivmark ResidentialVMRK	1,08%	Add 0.63%	9.529.108	$67,93
BXP Inc.BXP	1,05%	Add 1.31%	9.467.247	$66,31
NT Nutrien Ltd.NTR	1,05%	Reduce 0.18%	9.971.263	$62,95
Nov Inc.NOV	0,95%	Reduce 15.72%	30.684.691	$18,55
American ExpressAXP	0,95%	Add 1.05%	1.680.147	$338,25
Extra Space Storage Inc.EXR	0,94%	Add 1.00%	3.876.997	$145,30
U.S. BancorpUSB	0,92%	Add 1.16%	9.123.058	$60,40
Fiserv Inc.FISV	0,89%	Add 44.86%	10.857.773	$49,05
Omnicom GroupOMC	0,89%	Add 0.55%	7.343.209	$72,83
Dollar GeneralDG	0,87%	Add 1.00%	4.500.001	$115,11
Noble Corp.NE	0,87%	Add 2.91%	13.957.162	$37,30
Walt Disney Co.DIS	0,87%	Add 2.31%	5.375.293	$96,25
Charter CommunicationsCHTR	0,85%	Add 0.20%	3.587.347	$142,21
Waters Corp.WAT	0,84%	Reduce 15.24%	1.335.108	$375,04
Carlisle CompaniesCSL	0,75%	Add 55.65%	1.234.540	$362,75
Cullen Frost BankersCFR	0,72%	Add 22.59%	2.777.658	$154,52
Berkshire Hathaway CL ABRK.A	0,71%		565	$748.849,56
Fidelity National Financial Inc.FNF	0,71%	Add 1.09%	8.977.002	$47,16
MI Magnum Ice Cream Co NVMICC	0,67%	Add 1.37%	23.021.501	$17,40
IPG Photonics Corp.IPGP	0,65%	Reduce 27.31%	3.338.881	$117,32
Cummins Inc.CMI	0,64%	Reduce 30.03%	536.868	$713,21
Deere & Co.DE	0,57%	Add 0.72%	536.879	$634,33
Expeditors Int'lEXPD	0,55%	Reduce 66.01%	2.020.988	$162,98
Warrior Met Coal Inc.HCC	0,53%	Buy	3.879.058	$81,16
AG Alamos Gold Inc.AGI	0,31%		6.169.791	$30,29
Alphabet Inc.GOOGL	0,31%	Reduce 56.69%	518.922	$357,37
Compania Cervecerias Unidas SACCU	0,30%	Reduce 0.01%	16.119.532	$11,20
Royal Gold Inc.RGLD	0,29%	Reduce 6.08%	861.786	$199,61
Douglas Emmett Inc.DEI	0,28%	Add 0.00%	13.958.328	$11,80
Ferguson Enterprises Inc.FERG	0,26%	Add 4.07%	659.054	$237,33
KG Kinross Gold Corp.KGC	0,25%	Reduce 10.17%	6.414.993	$23,62
Gold Fields Ltd.GFI	0,20%		3.535.804	$33,59
AngloGold Ashanti Ltd.AU	0,20%		1.490.679	$80,89
British American Tobacco plcBTI	0,18%	Add 3.02%	1.718.852	$61,76
PA Pan American Silver Corp.PAAS	0,18%		2.417.389	$44,79
BI SPDR Bloomberg 1 3 Month T BBIL	0,17%	Reduce 21.00%	1.077.155	$91,64
Shell plcSHEL	0,14%	Add 1.54%	1.073.265	$77,54
Enterprise Products Partners LPEPD	0,12%	Add 0.85%	1.958.036	$36,76
Unilever PLCUL	0,08%	Add 4.54%	842.507	$60,12
Ultra Clean Holdings Inc.UCTT	0,08%	Reduce 19.85%	347.930	$142,59
OR Orla Mining LtdORLA-OLD	0,08%		4.767.826	$9,77
Cohu Inc.COHU	0,07%	Add 15.71%	548.533	$73,91
Diageo ADRDEO	0,07%	Add 248.10%	554.155	$80,38
Haleon Plc ADRHLN	0,07%	Add 4.77%	4.224.856	$9,33
Coca-Cola FEMSA S A CVKOF	0,07%		392.739	$106,25
Lloyds TSB Grp Plc ADRLYG	0,07%	Reduce 5.43%	7.001.757	$5,83
NovaGold ResourcesNG	0,07%	Reduce 18.40%	7.485.429	$5,97
Silicon Motion Technol ADRSIMO	0,07%	Reduce 25.35%	125.737	$333,33
Vishay IntertechnologyVSH	0,07%	Reduce 23.26%	816.213	$53,78
Advanced Energy IndustriesAEIS	0,06%	Add 11.88%	91.535	$372,86
Benchmark ElectronicsBHE	0,06%	Add 18.34%	350.964	$98,67
BT B2Gold Corp.BTG	0,06%		9.702.684	$3,75
Hinge Health Inc AHNGE	0,06%	Add 27.66%	430.142	$83,00
Materion Corp.MTRN	0,06%	Add 17.02%	119.300	$297,39
EnPro IndustriesNPO	0,06%	Add 29.02%	90.130	$376,92
RELX plcRELX	0,06%	Add 29.76%	1.040.886	$31,67
Veeco InstrumentsVECO	0,06%	Add 18.52%	463.853	$75,80
BR Berkshire Hathaway CL BBRK.B	0,06%	Add 17.40%	67.626	$500,40
Brookdale Senior Living Inc.BKD	0,06%	Add 23.30%	2.300.347	$16,09
Ducommun Inc.DCO	0,05%	Add 14.70%	176.376	$185,21
TTM Technologies Inc.TTMI	0,05%	Reduce 29.87%	157.414	$187,02
Rogers Corp.ROG	0,05%	Add 42.82%	188.268	$163,73
Plexus Corp.PLXS	0,05%	Add 36.33%	92.077	$300,67
Onto Innovation Inc.ONTO	0,05%	Add 84.48%	79.294	$378,45
Lincoln Educational Services Corp.LINC	0,05%	Reduce 10.17%	615.530	$49,90
Kaiser Aluminum Corp.KALU	0,05%	Add 24.98%	138.431	$195,64
Installed Building ProductsIBP	0,05%	Add 99.81%	127.563	$229,84
Ameris BancorpABCB	0,05%	Add 32.92%	328.929	$90,26
Commercial MetalsCMC	0,04%	Add 22.70%	350.366	$62,75
Dorman ProductsDORM	0,04%	Add 73.68%	158.642	$136,45
Graham Corp.GHM	0,04%	Reduce 9.93%	194.113	$123,79
Harmonic Inc.HLIT	0,04%	Add 22.46%	1.446.133	$16,33
HERC Holdings Inc.HRI	0,04%	Add 56.84%	155.319	$143,34
Quaker ChemicalKWR	0,04%	Add 72.39%	162.974	$158,87
Louisiana-Pacific Corp.LPX	0,04%	Add 25.83%	291.803	$78,66
Mama's Creations IncMAMA	0,04%	Add 12.74%	1.379.289	$17,85
Maravai LifeSciences Holdings Inc.MRVI	0,04%	Add 45.44%	3.671.287	$6,24
Old National BancorpONB	0,04%	Add 41.65%	986.998	$25,90
Pennant Group Inc.PNTG	0,04%	Add 32.37%	570.500	$36,95
Remitly Global IncRELY	0,04%	Add 29.02%	1.072.754	$22,41
Seacoast Banking Corp. of FloridaSBCF	0,04%	Add 28.21%	647.565	$33,25
Universal Technical InstituteUTI	0,04%	Add 20.78%	570.235	$42,77
TE Connectivity plcTEL	0,04%	Add 3.82%	109.839	$201,61
Spectrum Brands Holdings Inc.SPB	0,04%	Add 24.48%	289.122	$85,75
Ambiq Micro IncAMBQ	0,04%	Reduce 12.43%	244.394	$88,30
CA CAE Inc.CAE	0,04%	Reduce 1.68%	919.313	$25,01
CECO Environmental Corp.CECO	0,04%	Add 13.12%	274.322	$90,74
Arcosa Inc.ACA	0,03%	Add 0.95%	127.840	$145,29
ABM IndustriesABM	0,03%	Add 36.56%	400.085	$44,24
ADTRAN Holdings Inc.ADTN	0,03%	Reduce 8.78%	1.248.507	$13,90
Albany InternationalAIN	0,03%	Add 32.86%	272.129	$74,50
Ameresco Inc. CL AAMRC	0,03%	Add 34.89%	749.081	$27,60
Astec IndustriesASTE	0,03%	Add 4.36%	271.600	$61,19
Amtech Systems Inc.ASYS	0,03%	Add 1.92%	848.426	$23,08
Astronics Corp.ATRO	0,03%	Add 0.21%	192.726	$81,26
Axos Financial Inc.AX	0,03%	Add 29.58%	213.312	$97,39
AxoGen Inc.AXGN	0,03%	Reduce 3.81%	341.077	$46,19
Axis Capital Holdings Ltd.AXS	0,03%	Add 67.44%	151.949	$107,44
Boise Cascade CompanyBCC	0,03%	Add 13.45%	193.208	$77,63
Belden Inc.BDC	0,03%	Add 41.77%	145.409	$119,91
Cabot Corp.CBT	0,03%	Add 52.54%	208.450	$90,82
CareDx Inc.CDNA	0,03%	Add 4.02%	598.497	$28,50
Century Aluminum Co.CENX	0,03%	Add 122.19%	362.360	$46,01
Chefs' WarehouseCHEF	0,03%	Add 8.39%	181.519	$96,10
Concentra Group Holdings ParCON	0,03%	Add 62.09%	648.059	$29,75
Covenant Transportation Group Inc. CL ACVLG	0,03%	Add 44.64%	358.932	$44,18
CryoPort Inc.CYRX	0,03%	Add 70.70%	1.271.424	$15,70
Digi InternationalDGII	0,03%	Add 17.01%	203.259	$74,95
Element Solutions Inc.ESI	0,03%	Add 548.85%	366.600	$47,75
Extreme Networks Inc.EXTR	0,03%	Add 66.77%	582.916	$32,37
Flowco Holdings Inc Cl AFLOC	0,03%	Add 36.86%	778.565	$21,34
Flywire Corp VotingFLYW	0,03%	Add 44.05%	1.153.637	$17,57
FormFactor Inc.FORM	0,03%	Reduce 40.99%	106.137	$159,93
H.B. Fuller Co.FUL	0,03%	Add 48.45%	339.343	$58,29
Griffon Corp.GFF	0,03%	Buy	170.157	$97,53
Golar LNG Ltd.GLNG	0,03%	Add 29.86%	360.322	$49,84
Gates Industrial Corp.GTES	0,03%	Add 542.87%	536.800	$27,97
Home DepotHD	0,03%	Add 3.82%	52.776	$352,68
HealthStream Inc.HSTM	0,03%	Add 39.04%	591.898	$27,25
Insteel Industries Inc.IIIN	0,03%	Add 34.26%	511.454	$30,20
I3 Verticals Inc. CL AIIIV	0,03%	Add 89.20%	723.009	$21,36
KR SPDR S&P Regional BankingKRE	0,03%	Add 34.32%	236.569	$74,85
Lithia Motors Inc.LAD	0,03%	Add 50.97%	65.976	$290,48
Lifestance Health Group IncLFST	0,03%	Reduce 2.95%	1.562.966	$10,71
El Pollo Loco Holdings Inc.LOCO	0,03%	Add 73.09%	995.799	$16,96
Dorian LPG LtdLPG	0,03%	Add 41.65%	559.425	$34,78
LSB Industries Inc.LXU	0,03%	Add 30.77%	1.418.900	$10,81
Murphy OilMUR	0,03%	Add 141.46%	497.400	$32,56
Natural Gas Services Group Inc.NGS	0,03%	Add 21.07%	347.685	$43,14
Navigator Holdings Ltd.NVGS	0,03%	Add 32.05%	1.030.819	$18,63
Oil States International Inc.OIS	0,03%	Reduce 1.86%	2.005.677	$8,01
Park Ohio Holdings Corp.PKOH	0,03%	Reduce 0.71%	477.847	$38,45
Simulations Plus Inc.SLP	0,03%	Add 44.27%	1.070.582	$18,31
SmartFinancial Inc.SMBK	0,03%	Add 42.54%	319.339	$46,92
Scorpio Tankers Inc.STNG	0,03%	Reduce 2.70%	228.718	$69,26
Titan Machinery Inc.TITN	0,03%	Reduce 1.78%	786.899	$21,12
Timken Co.TKR	0,03%	Add 54.93%	142.297	$145,32
TM Taylor Morrison Home Corp.TMHC-OLD	0,03%	Reduce 5.23%	227.601	$71,74
Trinity IndustriesTRN	0,03%	Add 11.48%	463.319	$34,58
Transcat Inc.TRNS	0,03%	Add 13.49%	173.697	$92,77
Texas InstrumentsTXN	0,03%	Reduce 98.57%	52.464	$298,07
United Health Group Inc.UNH	0,03%	Add 3.82%	42.364	$415,61
Valley National BancorpVLY	0,03%	Add 15.08%	1.118.000	$14,65
WESCO International Inc.WCC	0,03%	Add 3.11%	52.748	$345,43
Avidbank Holdings IncAVBH	0,02%	Add 43.93%	284.040	$33,03
Black HillsBKH	0,02%	Add 38.22%	177.990	$74,40
Braze Inc ABRZE	0,02%	Add 284.74%	609.814	$21,69
Cheesecake FactoryCAKE	0,02%	Reduce 9.49%	133.591	$79,54
CC Cross Country HealthcareCCRN-OLD	0,02%	Add 26.72%	747.281	$13,21
Central Garden & PetCENTA	0,02%	Add 11.33%	289.938	$38,77
CEVA Inc.CEVA	0,02%	Buy	209.117	$47,16
Columbia Banking System Inc.COLB	0,02%	Add 67.95%	384.600	$32,05
Custom Truck One Source Inc.CTOS	0,02%	Add 12.53%	861.753	$11,81
Dime Community BancsharesDCOM	0,02%	Add 23.22%	331.660	$40,65
Dine Brands Global Inc.DIN	0,02%	Buy	296.323	$35,90
DoubleVerify Holdings Inc.DV	0,02%	Add 82.68%	1.160.000	$10,84
Dycom IndustriesDY	0,02%	Reduce 10.69%	28.037	$505,58
Ensign GroupENSG	0,02%	Add 5080.43%	64.600	$160,31
Ftai Infrastructure IncFIP	0,02%	Add 8.79%	2.747.562	$4,64
Flowserve Corp.FLS	0,02%	Add 58.74%	177.409	$74,16
Axcelis TechnologiesACLS	0,02%	Reduce 28.47%	71.925	$189,45
AccentureACN	0,02%	Add 31.41%	118.592	$124,44
AAR Corp.AIR	0,02%	Add 26.67%	81.059	$142,93
Arlo Technologies Inc.ARLO	0,02%	Add 713.19%	752.200	$13,48

Actividad Reciente

GOOG

Alphabet Inc. CL C

Reduce 1.19%

BDX

Becton Dickinson

Add 15.82%

META

Meta Platforms Inc.

Add 0.76%

TSM

Taiwan Semiconductor S.A.

Reduce 4.01%

FMX

Fomento Economico Mexicano

Add 0.82%

ELV

Elevance Health Inc.

Add 1.35%

WPM

Wheaton Precious Metals Corp.

Add 0.41%

IMO

Imperial Oil Ltd.

Reduce 2.73%

SLB

Schlumberger Ltd.

Add 1.89%

BNY

Bank of New York Mellon Corp.

Reduce 6.09%

HCA

HCA Healthcare Inc.

Add 1.26%

ORCL

Oracle Corp.

Add 0.97%

Weyerhaeuser Co.

Add 10.55%

WTW

Willis Towers Watson plc

Add 3.15%

ADP

Automatic Data Processing Inc.

Add 81.56%

CRM

Salesforce.com

Add 19.14%

FNV

Franco Nevada Corp.

Reduce 0.02%

ABEV

Ambev S.A.

Add 0.67%

WDAY

Workday Inc.

Add 15.98%

NEM

Newmont Corp.

Reduce 3.76%

MDT

Medtronic plc

Add 37.23%

Philip Morris Intl.

Add 0.56%

OKE

ONEOK Inc.

Add 1.33%

CMCSA

Comcast Corp.

Add 1.04%

GLD

SPDR Gold Trust

Add 1.46%

BKNG

Booking Holdings Inc.

Buy

AEM

Agnico-Eagle Mines Ltd.

Reduce 0.01%

PPG

PPG Industries

Add 1.16%

BIO

Bio-Rad Laboratories Inc.

Add 0.13%

BRO

Brown & Brown Inc.

Add 32.92%

Colgate-Palmolive

Add 1.10%

IFF

International Flavors & Fragrances Inc.

Add 1.02%

Barrick Mining Corp.

Reduce 3.17%

MSFT

Microsoft Corp.

Add 46.42%

CHRW

C.H. Robinson Worldwide

Reduce 36.43%

UHS

Universal Health Services Inc.

Add 2.95%

VMRK

Vivmark Residential

Add 0.63%

BXP

BXP Inc.

Add 1.31%

NTR

Nutrien Ltd.

Reduce 0.18%

NOV

Nov Inc.

Reduce 15.72%

AXP

American Express

Add 1.05%

EXR

Extra Space Storage Inc.

Add 1.00%

USB

U.S. Bancorp

Add 1.16%

FISV

Fiserv Inc.

Add 44.86%

OMC

Omnicom Group

Add 0.55%

Dollar General

Add 1.00%

Noble Corp.

Add 2.91%

DIS

Walt Disney Co.

Add 2.31%

CHTR

Charter Communications

Add 0.20%

WAT

Waters Corp.

Reduce 15.24%

CSL

Carlisle Companies

Add 55.65%

CFR

Cullen Frost Bankers

Add 22.59%

FNF

Fidelity National Financial Inc.

Add 1.09%

MICC

Magnum Ice Cream Co NV

Add 1.37%

IPGP

IPG Photonics Corp.

Reduce 27.31%

CMI

Cummins Inc.

Reduce 30.03%

Deere & Co.

Add 0.72%

EXPD

Expeditors Int'l

Reduce 66.01%

HCC

Warrior Met Coal Inc.

Buy

GOOGL

Alphabet Inc.

Reduce 56.69%

CCU

Compania Cervecerias Unidas SA

Reduce 0.01%

RGLD

Royal Gold Inc.

Reduce 6.08%

DEI

Douglas Emmett Inc.

Add 0.00%

FERG

Ferguson Enterprises Inc.

Add 4.07%

KGC

Kinross Gold Corp.

Reduce 10.17%

BTI

British American Tobacco plc

Add 3.02%

BIL

SPDR Bloomberg 1 3 Month T B

Reduce 21.00%

SHEL

Shell plc

Add 1.54%

EPD

Enterprise Products Partners LP

Add 0.85%

Unilever PLC

Add 4.54%

UCTT

Ultra Clean Holdings Inc.

Reduce 19.85%

COHU

Cohu Inc.

Add 15.71%

DEO

Diageo ADR

Add 248.10%

HLN

Haleon Plc ADR

Add 4.77%

LYG

Lloyds TSB Grp Plc ADR

Reduce 5.43%

NovaGold Resources

Reduce 18.40%

SIMO

Silicon Motion Technol ADR

Reduce 25.35%

VSH

Vishay Intertechnology

Reduce 23.26%

AEIS

Advanced Energy Industries

Add 11.88%

BHE

Benchmark Electronics

Add 18.34%

HNGE

Hinge Health Inc A

Add 27.66%

MTRN

Materion Corp.

Add 17.02%

NPO

EnPro Industries

Add 29.02%

RELX

RELX plc

Add 29.76%

VECO

Veeco Instruments

Add 18.52%

BRK.B

Berkshire Hathaway CL B

Add 17.40%

BKD

Brookdale Senior Living Inc.

Add 23.30%

DCO

Ducommun Inc.

Add 14.70%

TTMI

TTM Technologies Inc.

Reduce 29.87%

ROG

Rogers Corp.

Add 42.82%

PLXS

Plexus Corp.

Add 36.33%

ONTO

Onto Innovation Inc.

Add 84.48%

LINC

Lincoln Educational Services Corp.

Reduce 10.17%

KALU

Kaiser Aluminum Corp.

Add 24.98%

IBP

Installed Building Products

Add 99.81%

ABCB

Ameris Bancorp

Add 32.92%

CMC

Commercial Metals

Add 22.70%

DORM

Dorman Products

Add 73.68%

GHM

Graham Corp.

Reduce 9.93%

HLIT

Harmonic Inc.

Add 22.46%

HRI

HERC Holdings Inc.

Add 56.84%

KWR

Quaker Chemical

Add 72.39%

LPX

Louisiana-Pacific Corp.

Add 25.83%

MAMA

Mama's Creations Inc

Add 12.74%

MRVI

Maravai LifeSciences Holdings Inc.

Add 45.44%

ONB

Old National Bancorp

Add 41.65%

PNTG

Pennant Group Inc.

Add 32.37%

RELY

Remitly Global Inc

Add 29.02%

SBCF

Seacoast Banking Corp. of Florida

Add 28.21%

UTI

Universal Technical Institute

Add 20.78%

TEL

TE Connectivity plc

Add 3.82%

SPB

Spectrum Brands Holdings Inc.

Add 24.48%

AMBQ

Ambiq Micro Inc

Reduce 12.43%

CAE

CAE Inc.

Reduce 1.68%

CECO

CECO Environmental Corp.

Add 13.12%

ACA

Arcosa Inc.

Add 0.95%

ABM

ABM Industries

Add 36.56%

ADTN

ADTRAN Holdings Inc.

Reduce 8.78%

AIN

Albany International

Add 32.86%

AMRC

Ameresco Inc. CL A

Add 34.89%

ASTE

Astec Industries

Add 4.36%

ASYS

Amtech Systems Inc.

Add 1.92%

ATRO

Astronics Corp.

Add 0.21%

Axos Financial Inc.

Add 29.58%

AXGN

AxoGen Inc.

Reduce 3.81%

AXS

Axis Capital Holdings Ltd.

Add 67.44%

BCC

Boise Cascade Company

Add 13.45%

BDC

Belden Inc.

Add 41.77%

CBT

Cabot Corp.

Add 52.54%

CDNA

CareDx Inc.

Add 4.02%

CENX

Century Aluminum Co.

Add 122.19%

CHEF

Chefs' Warehouse

Add 8.39%

CON

Concentra Group Holdings Par

Add 62.09%

CVLG

Covenant Transportation Group Inc. CL A

Add 44.64%

CYRX

CryoPort Inc.

Add 70.70%

DGII

Digi International

Add 17.01%

ESI

Element Solutions Inc.

Add 548.85%

EXTR

Extreme Networks Inc.

Add 66.77%

FLOC

Flowco Holdings Inc Cl A

Add 36.86%

FLYW

Flywire Corp Voting

Add 44.05%

FORM

FormFactor Inc.

Reduce 40.99%

FUL

H.B. Fuller Co.

Add 48.45%

GFF

Griffon Corp.

Buy

GLNG

Golar LNG Ltd.

Add 29.86%

GTES

Gates Industrial Corp.

Add 542.87%

Home Depot

Add 3.82%

HSTM

HealthStream Inc.

Add 39.04%

IIIN

Insteel Industries Inc.

Add 34.26%

IIIV

I3 Verticals Inc. CL A

Add 89.20%

KRE

SPDR S&P Regional Banking

Add 34.32%

LAD

Lithia Motors Inc.

Add 50.97%

LFST

Lifestance Health Group Inc

Reduce 2.95%

LOCO

El Pollo Loco Holdings Inc.

Add 73.09%

LPG

Dorian LPG Ltd

Add 41.65%

LXU

LSB Industries Inc.

Add 30.77%

MUR

Murphy Oil

Add 141.46%

NGS

Natural Gas Services Group Inc.

Add 21.07%

NVGS

Navigator Holdings Ltd.

Add 32.05%

OIS

Oil States International Inc.

Reduce 1.86%

PKOH

Park Ohio Holdings Corp.

Reduce 0.71%

SLP

Simulations Plus Inc.

Add 44.27%

SMBK

SmartFinancial Inc.

Add 42.54%

STNG

Scorpio Tankers Inc.

Reduce 2.70%

TITN

Titan Machinery Inc.

Reduce 1.78%

TKR

Timken Co.

Add 54.93%

TMHC-OLD

Taylor Morrison Home Corp.

Reduce 5.23%

TRN

Trinity Industries

Add 11.48%

TRNS

Transcat Inc.

Add 13.49%

TXN

Texas Instruments

Reduce 98.57%

UNH

United Health Group Inc.

Add 3.82%

VLY

Valley National Bancorp

Add 15.08%

WCC

WESCO International Inc.

Add 3.11%

AVBH

Avidbank Holdings Inc

Add 43.93%

BKH

Black Hills

Add 38.22%

BRZE

Braze Inc A

Add 284.74%

CAKE

Cheesecake Factory

Reduce 9.49%

CCRN-OLD

Cross Country Healthcare

Add 26.72%

CENTA

Central Garden & Pet

Add 11.33%

CEVA

CEVA Inc.

Buy

COLB

Columbia Banking System Inc.

Add 67.95%

CTOS

Custom Truck One Source Inc.

Add 12.53%

DCOM

Dime Community Bancshares

Add 23.22%

DIN

Dine Brands Global Inc.

Buy

DoubleVerify Holdings Inc.

Add 82.68%

Dycom Industries

Reduce 10.69%

ENSG

Ensign Group

Add 5080.43%

FIP

Ftai Infrastructure Inc

Add 8.79%

FLS

Flowserve Corp.

Add 58.74%

ACLS

Axcelis Technologies

Reduce 28.47%

ACN

Accenture

Add 31.41%

AIR

AAR Corp.

Add 26.67%

ARLO

Arlo Technologies Inc.

Add 713.19%

Sobre la cartera de First Eagle Investment Management

La cartera de First Eagle Investment Management mantiene 420 acciones con un valor total de $59,8B, según el informe SEC 13F más reciente (Q2 2026). A continuación puede explorar cada posición, su ponderación y las últimas compras y ventas.

La mayor posición de la cartera de First Eagle Investment Management es Alphabet Inc. CL C, que representa 4,3% del valor total de la cartera.

Preguntas frecuentes

¿Qué acciones posee First Eagle Investment Management?

First Eagle Investment Management mantiene 420 acciones diferentes según el informe SEC 13F más reciente. Las mayores posiciones son Alphabet Inc. CL C, Becton Dickinson, Meta Platforms Inc.. La lista completa de posiciones con ponderaciones y valores se muestra en la tabla anterior.

¿Cuál es la mayor posición de First Eagle Investment Management?

La mayor posición de First Eagle Investment Management es Alphabet Inc. CL C, que representa 4,3% de la cartera total.

¿Qué tamaño tiene la cartera de First Eagle Investment Management?

La cartera de First Eagle Investment Management vale $59,8B y está repartida en 420 acciones, según el informe 13F al 29 jun 2026.

¿Con qué frecuencia se actualiza la cartera de First Eagle Investment Management?

Los inversores institucionales como First Eagle Investment Management divulgan sus posiciones cada trimestre en un informe SEC 13F, que debe presentarse dentro de los 45 días posteriores al final de cada trimestre. Actualizamos esta página en cuanto se publica el nuevo informe.

Superinversores

Sigue las carteras de los mayores inversores del mundo

Rastreador del Congreso

Divulgaciones STOCK Act de miembros del Congreso de EE.UU.

Seguimiento de Insiders

Seguimiento de compras y ventas de insiders en tiempo real.

Más herramientas y análisis

Herramientas gratuitas y datos de mercado de Eulerpool.

Buscador de Acciones

Analiza 20.000+ acciones mundiales con más de 1.000.000 métricas.

Seguimiento de Insiders

Seguimiento de compras y ventas de insiders en tiempo real.

Calendario de Dividendos

Planifica tu ingreso pasivo con fechas de pago de dividendos.

Calendario de resultados

Todos los resultados trimestrales de un vistazo.

Calendario económico

Eventos económicos y datos de más de 200 países.

Datos macroeconómicos

Datos e indicadores macroeconómicos detallados por país.

Rastreador del Congreso

Divulgaciones STOCK Act de miembros del Congreso de EE.UU.

Indice Fear & Greed

Indicador de sentimiento de mercado

Indice Crypto Fear & Greed

Indicador de sentimiento del mercado crypto

Ideas

Listas de acciones curadas por estrategia, índice y país.

Sectores

Principales acciones ordenadas por industria y sector.

Países

Mercados de valores y principales empresas por país.

Estrategia

Estrategias de inversión probadas con rendimientos históricos.

Índice

Rendimiento y composición de los principales índices bursátiles.

Glosario

Diccionario de bolsa integral para términos financieros y de acciones

Blog

Noticias, asociaciones y anuncios de productos

La ventaja que se paga por sí sola.

Asignación de cartera

Posiciones de Cartera

Actividad Reciente

Sobre la cartera de First Eagle Investment Management

Preguntas frecuentes

¿Qué acciones posee First Eagle Investment Management?

¿Cuál es la mayor posición de First Eagle Investment Management?

¿Qué tamaño tiene la cartera de First Eagle Investment Management?

¿Con qué frecuencia se actualiza la cartera de First Eagle Investment Management?

Más herramientas y análisis