First Eagle Investment Management, LLC Q2 2021 Filing

Filed August 11, 2021

Portfolio Value

$40.0B

Holdings

295

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (295 positions)

#StockSharesValue% PortfolioType
201
UNHUNITEDHEALTH GROUP INC
106,430$42.6M0.11%
202
MTUSTIMKENSTEEL CORPORATION
2,969$42.0M0.10%
203
PBIPITNEY BOWES INC
4,842$42.0M0.10%
204
PCTEL INC
6,342$42.0M0.10%
205
HOUGHTON MIFFLIN HARCOURT CO
3,796$42.0M0.10%
206
RLGTRADIANT LOGISTICS INC
6,128$42.0M0.10%
207
PGTIUSDPGT INNOVATIONS INC
1,752$41.0M0.10%
208
JELDJELD-WEN HLDG INC
1,549$41.0M0.10%
209
NVGSNAVIGATOR HLDGS LTD
3,780$41.0M0.10%
210
7S3U S XPRESS ENTERPRISES INC
4,825$41.0M0.10%
211
MCMOELIS & CO
708$40.0M0.10%
212
SBG1SEACOAST BKG CORP FLA
1,171$40.0M0.10%
213
LMBLIMBACH HLDGS INC
4,319$40.0M0.10%
214
J ALEXANDERS HLDGS INC
3,329$39.0M0.10%
215
07SSECUREWORKS CORP
2,108$39.0M0.10%
216
ORNORION GROUP HLDGS INC
6,742$39.0M0.10%
217
PTBPOTBELLY CORP
4,800$38.0M0.09%
218
MACMACERICH CO
2,067$38.0M0.09%
219
ATENA10 NETWORKS INC
3,415$38.0M0.09%
220
9YYASHFORD INC
1,600$36.0M0.09%
221
BB4AXOS FINANCIAL INC
768$36.0M0.09%
222
VECOVEECO INSTRS INC DEL
1,512$36.0M0.09%
223
LAKELAKELAND INDS INC
1,600$36.0M0.09%
224
LXFRLUXFER HOLDINGS PLC
1,489$33.0M0.08%
225
LYTSLSI INDS INC OHIO
4,108$33.0M0.08%
226
SCTLRECRO PHARMA INC
14,300$33.0M0.08%
227
ASCARDMORE SHIPPING CORP
7,897$33.0M0.08%
228
ZVOIZOVIO INC
11,977$31.0M0.08%
229
REEDS INC
30,000$31.0M0.08%
230
ROCKGIBRALTAR INDS INC
400$31.0M0.08%
231
MGMISTRAS GROUP INC
3,018$30.0M0.07%
232
VSECVSE CORP
600$30.0M0.07%
233
SKYSKYLINE CHAMPION CORPORATION
561$30.0M0.07%
234
ALGTALLEGIANT TRAVEL CO
145$28.0M0.07%
235
LXULSB INDS INC
4,606$28.0M0.07%
236
TPRTAPESTRY INC
652$28.0M0.07%
237
OPCHOPTION CARE HEALTH INC
1,296$28.0M0.07%
238
SEMSELECT MED HLDGS CORP
630$27.0M0.07%
239
ITIEURITERIS INC NEW
4,117$27.0M0.07%
240
HOUSREALOGY HLDGS CORP
1,440$26.0M0.06%
241
ACHCACADIA HEALTHCARE COMPANY IN
416$26.0M0.06%
242
IDIINTERDIGITAL INC
345$25.0M0.06%
243
APOGAPOGEE ENTERPRISES INC
613$25.0M0.06%
244
ROSTROSS STORES INC
199,129$24.7M0.06%
245
AU3EURANGLOGOLD ASHANTI LIMITED
1,313,132$24.4M0.06%
246
OLAORLA MNG LTD NEW
5,852,856$24.2M0.06%
247
SURGALIGN HOLDINGS INC
17,564$24.0M0.06%
248
AAALCOA CORP
643$24.0M0.06%
249
FFWMFIRST FNDTN INC
1,052$24.0M0.06%
250
MDTMEDTRONIC PLC
192,127$23.8M0.06%
251
HLIHOULIHAN LOKEY INC
283$23.0M0.06%
252
MANITEX INTL INC
3,094$23.0M0.06%
253
SRISTONERIDGE INC
750$22.0M0.05%
254
AROCARCHROCK INC
2,520$22.0M0.05%
255
TROXTRONOX HOLDINGS PLC
994$22.0M0.05%
256
SJTSAN JUAN BASIN RTY TR
4,098,935$21.1M0.05%
257
TILEINTERFACE INC
1,392$21.0M0.05%
258
KOFCOCA-COLA FEMSA SAB DE CV
381,717$20.2M0.05%
259
DXYNDIXIE GROUP INC
6,976$20.0M0.05%
260
CCSCENTURY CMNTYS INC
307$20.0M0.05%
261
TELTE CONNECTIVITY LTD
140,752$19.0M0.05%
262
ORIOLD REP INTL CORP
755$19.0M0.05%
263
ETDETHAN ALLEN INTERIORS INC
695$19.0M0.05%
264
GRBKGREEN BRICK PARTNERS INC
850$19.0M0.05%
265
HDHOME DEPOT INC
57,392$18.3M0.05%
266
ZEUSOLYMPIC STEEL INC
610$18.0M0.04%
267
CNTCENTURY CASINOS INC
1,323$18.0M0.04%
268
STCSTEWART INFORMATION SVCS COR
322$18.0M0.04%
269
MCHXMARCHEX INC
5,565$17.0M0.04%
270
SMGSCOTTS MIRACLE-GRO CO
78,227$15.0M0.04%
271
NEW HOME CO INC
2,609$15.0M0.04%
272
QRHCQUEST RESOURCE HLDG CORP
2,408$15.0M0.04%
273
XXYCROSS CTRY HEALTHCARE INC
932$15.0M0.04%
274
KGCKINROSS GOLD CORP
2,322,918$14.8M0.04%
275
FIXCOMFORT SYS USA INC
166$13.0M0.03%
276
SPGIS&P GLOBAL INC
29,969$12.3M0.03%
277
HRIHERC HLDGS INC
100$11.0M0.03%
278
PEPPEPSICO INC
69,311$10.3M0.03%
279
UNIQUE FABRICATING INC
2,823$10.0M0.02%
280
CUTREURCUTERA INC
205$10.0M0.02%
281
ACNACCENTURE PLC IRELAND
27,531$8.1M0.02%
282
OOMAOOMA INC
430$8.0M0.02%
283
TBITRUEBLUE INC
216$6.0M0.01%
284
VVISA INC
25,294$5.9M0.01%
285
SBUXSTARBUCKS CORP
38,166$4.3M0.01%
286
JILLJ JILL INC
113,967$2.2M0.01%
287
ORCLORACLE CORP
26,857,426$2.1M0.01%
288
CMCSACOMCAST CORP NEW
29,872,460$1.7M0.00%
289
XOMEXXON MOBIL CORP
25,493,966$1.6M0.00%
290
METAFACEBOOK INC
3,483,957$1.2M0.00%
291
TSMTAIWAN SEMICONDUCTOR MFG LTD
9,765,589$1.2M0.00%
292
NEMNEWMONT CORP
18,402,336$1.2M0.00%
293
BMTABRITISH AMERN TOB PLC
28,879$1.1M0.00%
294
NTRNUTRIEN LTD
17,301,855$1.0M0.00%
295
4I1PHILIP MORRIS INTL INC
10,456,409$1.0M0.00%
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