First Eagle Investment Management, LLC Q3 2018 Filing

Filed November 13, 2018

Portfolio Value

$39.8T

Holdings

165

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
1
ICEINTERCONTINENTAL EXCHANGE IN
372,275$1.0B0.00%Call
2
BKBANK NEW YORK MELLON CORP
19,061,204$971.9M0.00%
3
MSFTMICROSOFT CORP
8,308,245$950.2M0.00%
4
MMM3M CO
4,260,791$897.8M0.00%
5
UNPUNION PAC CORP
5,259,653$856.4M0.00%
6
AXPAMERICAN EXPRESS CO
7,958,683$847.5M0.00%
7
BBTUSDBB&T CORP
16,770,001$814.0M0.00%
8
ELVANTHEM INC
2,952,111$809.0M0.00%
9
GQ9SPDR GOLD TRUST
6,888,992$776.8M0.00%
10
SNAPSNAP INC
5,000$775.0M0.00%Call
11
CLCOLGATE PALMOLIVE CO
11,172,866$748.0M0.00%
12
DEDEERE & CO
4,808,140$722.8M0.00%
13
LM05LIBERTY MEDIA CORP DELAWARE
19,946$710.0M0.00%
14
FLSFLOWSERVE CORP
12,881,171$704.5M0.00%
15
IMOIMPERIAL OIL LTD
21,460,664$695.0M0.00%
16
BALLBALL CORP
1,260,530$668.4M0.00%Call
17
LBTYBLIBERTY GLOBAL PLC
22,989$665.0M0.00%
18
SUNESIS PHARMACEUTICALS INC
319,480$639.0M0.00%
19
TDCTERADATA CORP DEL
16,912,421$637.8M0.00%
20
4I1PHILIP MORRIS INTL INC
7,764,248$633.1M0.00%
21
USBUS BANCORP DEL
11,754,252$620.7M0.00%
22
CHRWC H ROBINSON WORLDWIDE INC
6,282,404$615.2M0.00%
23
WTWWILLIS TOWERS WATSON PUB LTD
4,031,199$568.2M0.00%
24
WRBW R BERKLEY CORPORATION
6,721,646$537.3M0.00%
25
XLNXEURXILINX INC
6,635,346$532.0M0.00%
26
BRK-BBERKSHIRE HATHAWAY INC DEL
1,571$502.7M0.00%
27
WPMWHEATON PRECIOUS METALS CORP
28,155,296$492.7M0.00%
28
SYFSYNCHRONY FINL
15,722,408$488.7M0.00%
29
COPCONOCOPHILLIPS
5,895,208$456.3M0.00%
30
ABXBARRICK GOLD CORP
40,590,158$449.7M0.00%
31
YUSDALLEGHANY CORP DEL
667,164$435.3M0.00%
32
BATRKUSDLIBERTY MEDIA CORP DELAWARE
15,957$435.0M0.00%
33
AEMAGNICO EAGLE MINES LTD
12,374,275$423.0M0.00%
34
VAREURVARIAN MED SYS INC
3,723,675$416.8M0.00%
35
CCCHEMOURS CO
1,805,455$361.1M0.00%Put
36
TXNTEXAS INSTRS INC
3,346,217$359.0M0.00%
37
UHSUNIVERSAL HLTH SVCS INC
2,782,155$355.7M0.00%
38
NEMNEWMONT MINING CORP
11,705,007$353.5M0.00%
39
FNVFRANCO NEVADA CORP
5,571,025$348.7M0.00%
40
BROBROWN & BROWN INC
11,532,523$341.0M0.00%
41
TIFEURTIFFANY & CO NEW
2,569,424$331.4M0.00%
42
UGIUGI CORP NEW
5,858,957$325.1M0.00%
43
HCAHCA HEALTHCARE INC
2,287,855$318.3M0.00%
44
METAFACEBOOK INC
1,885,098$310.0M0.00%
45
ADIANALOG DEVICES INC
3,327,315$307.6M0.00%
46
GOLDCORP INC NEW
29,834,512$304.3M0.00%
47
LBTYBLIBERTY GLOBAL PLC
10,800,825$304.2M0.00%
48
PXGBXPRAXAIR INC
1,799,003$289.2M0.00%
49
CMICUMMINS INC
1,968,622$287.6M0.00%
50
GOOGALPHABET INC
234,224$279.5M0.00%
51
CVECENOVUS ENERGY INC
27,553,847$276.4M0.00%
52
RIBTEURRICEBRAN TECHNOLOGIES
91,500$263.0M0.00%
53
RGLDROYAL GOLD INC
3,357,670$258.7M0.00%
54
LILALIBERTY LATIN AMERICA LTD
12,166$251.0M0.00%
55
XRAYDENTSPLY SIRONA INC
6,155,959$232.3M0.00%
56
GOOGLALPHABET INC
181,693$219.3M0.00%
57
BATRAUSDLIBERTY MEDIA CORP DELAWARE
7,977$218.0M0.00%
58
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,758,381$210.1M0.00%
59
CINFCINCINNATI FINL CORP
2,684,709$206.2M0.00%
60
MAMASTERCARD INCORPORATED
918,690$204.5M0.00%
61
ARSANIS INC
124,381$201.0M0.00%
62
VVISA INC
1,338,298$200.9M0.00%
63
CCUCOMPANIA CERVECERIAS UNIDAS
6,983,064$194.8M0.00%
64
DVNDEVON ENERGY CORP NEW
4,814,553$192.3M0.00%
65
TSNTYSON FOODS INC
544,536$190.4M0.00%Call
66
SMGSCOTTS MIRACLE GRO CO
2,273,755$179.0M0.00%
67
CITCINTAS CORP
884,499$175.0M0.00%
68
HRBBLOCK H & R INC
6,333,413$163.1M0.00%
69
ISRAEL CHEMICALS LTD
25,906,889$158.1M0.00%
70
CRCCANADIAN NAT RES LTD
4,640,075$151.7M0.00%
71
NEWLINK GENETICS CORP
60,000$143.0M0.00%
72
DNOWNOW INC
8,337,833$138.0M0.00%
73
PHYS/USPROTT PHYSICAL GOLD TRUST
12,540$120.0M0.00%
74
PKGPACKAGING CORP AMER
951,934$104.4M0.00%
75
DCP MIDSTREAM LP
2,538,805$100.5M0.00%
76
7HPHP INC
3,697,870$95.3M0.00%
77
ARQULE INC
16,081,128$91.0M0.00%
78
RANDGOLD RES LTD
1,238,888$87.4M0.00%
79
LILALIBERTY LATIN AMERICA LTD
4,017$84.0M0.00%
80
VSTOEURVISTA OUTDOOR INC
4,640,495$83.0M0.00%
81
MLMMARTIN MARIETTA MATLS INC
440,878$80.2M0.00%
82
WYNEURWYNDHAM DESTINATIONS INC
1,730,536$75.0M0.00%
83
WDCWESTERN DIGITAL CORP
961,993$62.3M0.00%Call
84
TRVTRAVELERS COMPANIES INC
471,525$61.2M0.00%
85
SERVUSDSERVICEMASTER GLOBAL HLDGS I
985,987$61.2M0.00%
86
VCVISTEON CORP
620,626$58.9M0.00%Put
87
POSTPOST HLDGS INC
513,957$52.7M0.00%Call
88
ALBALBEMARLE CORP
495,415$52.4M0.00%Call
89
UNVREURUNIVAR INC
1,700,709$52.1M0.00%
90
EQTEQT CORP
1,096,580$48.5M0.00%
91
BBBLACKBERRY LTD
4,213,303$47.9M0.00%
92
PRGOPERRIGO CO PLC
675,400$47.8M0.00%
93
WHWYNDHAM HOTELS & RESORTS INC
827,342$46.0M0.00%
94
QRVOQORVO INC
554,116$42.6M0.00%
95
NVTNVENT ELECTRIC PLC
1,557,884$42.3M0.00%
96
HUNHUNTSMAN CORP
1,541,939$42.0M0.00%
97
GDGENERAL DYNAMICS CORP
195,836$40.1M0.00%
98
HALOHALOZYME THERAPEUTICS INC
2,173,089$39.5M0.00%
99
AJRDEURAEROJET ROCKETDYNE HLDGS INC
1,143,569$38.9M0.00%
100
ALXNALEXION PHARMACEUTICALS INC
270,582$37.6M0.00%
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