First Eagle Investment Management, LLC Q1 2024 Filing

Filed May 9, 2024

Portfolio Value

$44.0B

Holdings

403

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (403 positions)

#StockSharesValue% PortfolioType
1
ORCLORACLE CORP
14,197,189$1.8T4050.91%
2
METAMETA PLATFORMS INC
3,554,783$1.7T3921.03%
3
IMOIMPERIAL OIL LTD
22,383,591$1.5T3508.83%
4
XOMEXXON MOBIL CORP
13,203,799$1.5T3486.43%
5
HCAHCA HEALTHCARE INC
4,502,539$1.5T3411.29%
6
WTWWILLIS TOWERS WATSON PLC LTD
5,452,391$1.5T3406.01%
7
SLBSCHLUMBERGER LTD
26,907,983$1.5T3350.17%
8
CMCSACOMCAST CORP NEW
31,996,318$1.4T3150.76%
9
FMXFOMENTO ECONOMICO MEXICANO S
9,696,967$1.3T2869.50%
10
TSMTAIWAN SEMICONDUCTOR MFG LTD
9,059,112$1.2T2799.69%
11
GOOGALPHABET INC
6,729,539$1.0T2327.54%
12
WPMWHEATON PRECIOUS METALS CORP
21,403,409$1.0T2291.43%
13
ABXBARRICK GOLD CORP
58,820,050$978.8B2223.34%
14
CLCOLGATE PALMOLIVE CO
10,556,936$950.7B2159.47%
15
ELVELEVANCE HEALTH INC
1,782,575$924.3B2099.69%
16
BKBANK NEW YORK MELLON CORP
16,011,021$922.6B2095.65%
17
4I1PHILIP MORRIS INTL INC
9,918,987$908.8B2064.35%
18
CHRWC H ROBINSON WORLDWIDE INC
11,486,055$874.5B1986.60%
19
UHSUNIVERSAL HLTH SVCS INC
4,636,880$846.0B1921.85%
20
MDTMEDTRONIC PLC
9,415,156$820.5B1863.89%
21
ABEVAMBEV SA
312,705,437$775.5B1761.62%
22
ADIANALOG DEVICES INC
3,847,087$760.9B1728.47%
23
TXNTEXAS INSTRS INC
4,277,777$745.2B1692.85%
24
GQ9SPDR GOLD TR
3,549,722$730.2B1658.81%
25
NOVNOV INC
36,708,570$716.6B1627.70%
26
NEMNEWMONT CORP
17,489,441$626.8B1423.87%
27
AXPAMERICAN EXPRESS CO
2,604,950$593.1B1347.32%
28
EQREQUITY RESIDENTIAL
9,338,926$589.4B1338.81%
29
CMICUMMINS INC
1,998,677$588.9B1337.75%
30
BRK-BBERKSHIRE HATHAWAY INC DEL
923$585.6B1330.21%
31
CRMSALESFORCE INC
1,932,172$581.9B1321.90%
32
BDXBECTON DICKINSON & CO
2,114,959$523.3B1188.82%
33
NTRNUTRIEN LTD
9,571,272$519.8B1180.80%
34
WYWEYERHAEUSER CO MTN BE
14,222,605$510.7B1160.17%
35
GOOGLALPHABET INC
3,366,510$508.1B1154.20%
36
DISDISNEY WALT CO
4,053,071$495.9B1126.55%
37
FLSFLOWSERVE CORP
10,735,963$490.4B1114.02%
38
RGLDROYAL GOLD INC
3,564,459$434.2B986.29%
39
AEMAGNICO EAGLE MINES LTD
6,891,385$411.1B933.86%
40
USBUS BANCORP DEL
8,921,691$398.8B905.90%
41
IPGPIPG PHOTONICS CORP
4,263,916$386.7B878.40%
42
FNVFRANCO NEV CORP
3,212,989$383.0B870.03%
43
EXPDEXPEDITORS INTL WASH INC
2,695,027$327.6B744.24%
44
XRAYDENTSPLY SIRONA INC
9,785,935$324.8B737.79%
45
FNFFIDELITY NATIONAL FINANCIAL
6,095,781$323.7B735.27%
46
WMTWALMART INC
5,282,974$317.9B722.08%
47
MSFTMICROSOFT CORP
660,956$278.1B631.67%
48
OKEONEOK INC NEW
3,465,068$277.8B631.03%
49
BROBROWN & BROWN INC
3,109,220$272.2B618.28%
50
ROSTROSS STORES INC
1,817,554$266.7B605.93%
51
SCHWSCHWAB CHARLES CORP
3,579,105$258.9B588.14%
52
BXPBOSTON PROPERTIES INC
3,725,869$243.3B552.76%
53
EXREXTRA SPACE STORAGE INC
1,647,236$242.1B550.04%
54
KHCKRAFT HEINZ CO
6,397,882$236.1B536.28%
55
DEDEERE & CO
528,974$217.3B493.54%
56
DEIDOUGLAS EMMETT INC
13,768,982$191.0B433.81%
57
CCUCOMPANIA CERVECERIAS UNIDAS
15,556,915$186.5B423.71%
58
PPGPPG INDS INC
1,156,550$167.6B380.68%
59
RPMRPM INTL INC
1,175,075$139.8B317.51%
60
AGIALAMOS GOLD INC NEW
8,712,916$128.5B291.92%
61
NENOBLE CORP PLC
2,608,869$126.5B287.36%
62
UGIUGI CORP NEW
4,604,757$113.0B256.69%
63
AUANGLOGOLD ASHANTI PLC
4,431,721$98.4B223.49%
64
EDGGOLD FIELDS LTD
5,369,818$85.3B193.82%
65
BTOB2GOLD CORP
27,216,340$71.4B162.10%
66
MQ8MAG SILVER CORP
6,296,898$66.5B150.97%
67
NGNOVAGOLD RES INC
18,442,963$55.3B125.68%
68
EPDENTERPRISE PRODS PARTNERS L
1,702,224$49.7B112.83%
69
BAC 7.25 PERP LBANK AMERICA CORP
26,261$31.3B71.21%
70
OLAORLA MNG LTD NEW
8,098,842$30.7B69.70%
71
KOFCOCA-COLA FEMSA SAB DE CV
298,229$29.0B65.85%
72
WFC 7.5 PERP LWELLS FARGO CO NEW
22,691$27.7B62.85%
73
BILSPDR SER TR
294,077$27.0B61.32%
74
SHELSHELL PLC
373,483$25.0B56.88%
75
KGCKINROSS GOLD CORP
3,900,000$23.9B54.31%
76
ULUNILEVER PLC
475,174$23.8B54.17%
77
BMTABRITISH AMERN TOB PLC
722,462$22.0B50.05%
78
HDHOME DEPOT INC
55,930$21.5B48.73%
79
UNHUNITEDHEALTH GROUP INC
38,680$19.1B43.46%
80
TELTE CONNECTIVITY LTD
130,412$18.9B43.02%
81
ALAIR LEASE CORP
360,187$18.5B42.09%
82
MKSIMKS INSTRS INC
131,187$17.4B39.63%
83
CHEFCHEFS WHSE INC
460,826$17.4B39.42%
84
FTAIFTAI AVIATION LTD
255,489$17.2B39.06%
85
MTDRMATADOR RES CO
249,885$16.7B37.90%
86
UI2KEMPER CORP
262,770$16.3B36.96%
87
THCTENET HEALTHCARE CORP
150,605$15.8B35.96%
88
ENOVENOVIS CORPORATION
251,296$15.7B35.65%
89
KALUKAISER ALUMINUM CORP
174,810$15.6B35.48%
90
MTGMGIC INVT CORP WIS
689,756$15.4B35.03%
91
STCSTEWART INFORMATION SVCS COR
234,859$15.3B34.71%
92
BKHBLACK HILLS CORP
277,640$15.2B34.43%
93
UCTTULTRA CLEAN HLDGS INC
329,943$15.2B34.43%
94
AMKRAMKOR TECHNOLOGY INC
466,499$15.0B34.16%
95
LPXLOUISIANA PAC CORP
178,631$15.0B34.05%
96
HUNHUNTSMAN CORP
572,955$14.9B33.88%
97
RDNRADIAN GROUP INC
443,473$14.8B33.71%
98
BUSDBARNES GROUP INC
391,201$14.5B33.01%
99
CAKECHEESECAKE FACTORY INC
400,099$14.5B32.85%
100
SCVLSHOE CARNIVAL INC
393,744$14.4B32.77%
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