First Eagle Investment Management, LLC Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$44.7B

Holdings

398

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (398 positions)

#StockSharesValue% PortfolioType
1
ORCLORACLE CORP
14,128,774$2.0T4466.03%
2
METAMETA PLATFORMS INC
3,545,098$1.8T4001.58%
3
XOMEXXON MOBIL CORP
13,152,054$1.5T3389.43%
4
IMOIMPERIAL OIL LTD
21,860,086$1.5T3337.23%
5
HCAHCA HEALTHCARE INC
4,493,039$1.4T3231.52%
6
WTWWILLIS TOWERS WATSON PLC LTD
5,377,880$1.4T3155.93%
7
SLBSCHLUMBERGER LTD
26,861,479$1.3T2837.07%
8
CMCSACOMCAST CORP NEW
31,831,644$1.2T2790.51%
9
GOOGALPHABET INC
6,697,335$1.2T2749.99%
10
ELVELEVANCE HEALTH INC
2,058,283$1.1T2496.75%
11
WPMWHEATON PRECIOUS METALS CORP
21,105,883$1.1T2476.76%
12
TSMTAIWAN SEMICONDUCTOR MFG LTD
6,278,852$1.1T2443.08%
13
4I1PHILIP MORRIS INTL INC
10,655,948$1.1T2417.20%
14
FMXFOMENTO ECONOMICO MEXICANO S
9,581,339$1.0T2308.99%
15
CHRWC H ROBINSON WORLDWIDE INC
11,465,234$1.0T2261.72%
16
ABXBARRICK GOLD CORP
57,034,364$951.3B2129.68%
17
BKBANK NEW YORK MELLON CORP
15,710,928$940.9B2106.39%
18
CLCOLGATE PALMOLIVE CO
9,025,827$875.9B1960.74%
19
ADIANALOG DEVICES INC
3,830,808$874.4B1957.50%
20
UHSUNIVERSAL HLTH SVCS INC
4,627,044$855.7B1915.55%
21
TXNTEXAS INSTRS INC
4,246,257$826.0B1849.16%
22
GQ9SPDR GOLD TR
3,437,279$739.0B1654.46%
23
MDTMEDTRONIC PLC
9,376,557$738.0B1652.17%
24
NEMNEWMONT CORP
17,108,828$716.3B1603.64%
25
NOVNOV INC
36,680,564$697.3B1560.99%
26
CRMSALESFORCE INC
2,624,665$674.8B1510.63%
27
BDXBECTON DICKINSON & CO
2,803,255$655.1B1466.64%
28
EQREQUITY RESIDENTIAL
9,301,352$645.0B1443.82%
29
ABEVAMBEV SA
310,141,464$635.8B1423.30%
30
GOOGLALPHABET INC
3,344,698$609.2B1363.85%
31
AXPAMERICAN EXPRESS CO
2,597,159$601.4B1346.25%
32
BRK-BBERKSHIRE HATHAWAY INC DEL
919$562.6B1259.56%
33
CMICUMMINS INC
1,997,498$553.2B1238.34%
34
FLSFLOWSERVE CORP
10,759,601$517.5B1158.57%
35
NTRNUTRIEN LTD
9,477,248$482.5B1080.11%
36
HYGISHARES TR
6,200,000$478.3B1070.67%Put
37
RGLDROYAL GOLD INC
3,584,967$448.7B1004.46%
38
AEMAGNICO EAGLE MINES LTD
6,649,187$435.0B973.71%
39
WYWEYERHAEUSER CO MTN BE
14,194,696$403.0B902.14%
40
DISDISNEY WALT CO
4,040,117$401.1B898.01%
41
FNVFRANCO NEV CORP
3,260,300$386.6B865.45%
42
IPGPIPG PHOTONICS CORP
4,255,138$359.1B803.87%
43
USBUS BANCORP DEL
8,906,403$353.6B791.54%
44
EXPDEXPEDITORS INTL WASH INC
2,777,134$346.6B775.82%
45
XRAYDENTSPLY SIRONA INC
13,069,900$325.6B728.83%
46
FNFFIDELITY NATIONAL FINANCIAL
6,073,101$300.1B671.88%
47
MSFTMICROSOFT CORP
659,204$294.6B659.57%
48
OKEONEOK INC NEW
3,451,817$281.5B630.16%
49
BROBROWN & BROWN INC
3,102,450$277.4B620.97%
50
ROSTROSS STORES INC
1,810,817$263.1B589.09%
51
SCHWSCHWAB CHARLES CORP
3,565,470$262.7B588.18%
52
EXREXTRA SPACE STORAGE INC
1,640,975$255.0B570.90%
53
BXPBOSTON PROPERTIES INC
3,697,278$227.6B509.52%
54
UNHUNITEDHEALTH GROUP INC
411,381$209.5B468.99%
55
KHCKRAFT HEINZ CO
6,371,406$205.3B459.56%
56
DEDEERE & CO
526,921$196.9B440.73%
57
DEIDOUGLAS EMMETT INC
13,670,488$182.0B407.33%
58
CCUCOMPANIA CERVECERIAS UNIDAS
15,741,885$179.1B401.03%
59
BUWABIO RAD LABS INC
636,275$173.8B389.01%
60
PPGPPG INDS INC
1,151,246$144.9B324.45%
61
AGIALAMOS GOLD INC NEW
8,066,945$126.6B283.32%
62
RPMRPM INTL INC
1,168,666$125.8B281.71%
63
NENOBLE CORP PLC
2,602,130$116.2B260.10%
64
CHTRCHARTER COMMUNICATIONS INC N
348,501$104.2B233.24%
65
UGIUGI CORP NEW
3,267,658$74.8B167.51%
66
NGNOVAGOLD RES INC
21,485,443$74.3B166.42%
67
EDGGOLD FIELDS LTD
4,690,028$69.9B156.44%
68
MQ8MAG SILVER CORP
5,353,255$62.5B140.00%
69
BTOB2GOLD CORP
18,116,340$48.6B108.81%
70
EPDENTERPRISE PRODS PARTNERS L
1,658,653$48.1B107.60%
71
AUANGLOGOLD ASHANTI PLC
1,846,100$46.4B103.85%
72
KGCKINROSS GOLD CORP
3,900,000$32.4B72.64%
73
BILSPDR SER TR
345,506$31.7B70.99%
74
OLAORLA MNG LTD NEW
8,098,842$31.1B69.58%
75
SHELSHELL PLC
411,909$29.7B66.56%
76
BAC 7.25 PERP LBANK AMERICA CORP
24,541$29.4B65.71%
77
ULUNILEVER PLC
516,573$28.4B63.59%
78
WFC 7.5 PERP LWELLS FARGO CO NEW
20,691$24.6B55.07%
79
BMTABRITISH AMERN TOB PLC
779,478$24.1B53.97%
80
KOFCOCA-COLA FEMSA SAB DE CV
278,229$23.9B53.47%
81
FTAIFTAI AVIATION LTD
227,702$23.5B52.62%
82
AMKRAMKOR TECHNOLOGY INC
539,799$21.6B48.36%
83
TELTE CONNECTIVITY LTD
129,048$19.4B43.46%
84
HDHOME DEPOT INC
55,347$19.1B42.65%
85
CECOCECO ENVIRONMENTAL CORP
657,764$19.0B42.48%
86
MKSIMKS INSTRS INC
141,187$18.4B41.27%
87
CHEFCHEFS WHSE INC
457,926$17.9B40.09%
88
AOSLALPHA & OMEGA SEMICONDUCTOR
471,642$17.6B39.46%
89
ZETAZETA GLOBAL HOLDINGS CORP
982,567$17.3B38.82%
90
ALAIR LEASE CORP
363,787$17.3B38.71%
91
MTDRMATADOR RES CO
288,485$17.2B38.49%
92
BKHBLACK HILLS CORP
310,315$16.9B37.77%
93
UI2KEMPER CORP
281,868$16.7B37.44%
94
UCTTULTRA CLEAN HLDGS INC
337,539$16.5B37.02%
95
CAKECHEESECAKE FACTORY INC
409,549$16.1B36.02%
96
BUSDBARNES GROUP INC
380,998$15.8B35.32%
97
HLNHALEON PLC
1,862,056$15.4B34.43%
98
AORTARTIVION INC
598,148$15.3B34.35%
99
MTGMGIC INVT CORP WIS
711,756$15.3B34.33%
100
VECOVEECO INSTRS INC DEL
325,698$15.2B34.06%
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