First Eagle Investment Management, LLC Q3 2022 Filing

Filed November 10, 2022

Portfolio Value

$33.3B

Holdings

396

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (396 positions)

#StockSharesValue% PortfolioType
101
UNPUNION PAC CORP
1,080,618$210.5M0.63%
102
TTS1EURTILE SHOP HLDGS INC
56,914$200.0M0.60%
103
AMHAMERICAN HOMES 4 RENT
5,983$196.0M0.59%
104
FISFIDELITY NATL INFORMATION SV
2,402,230$181.5M0.54%
105
ARC DOCUMENT SOLUTIONS INC
80,298$181.0M0.54%
106
BWMNBOWMAN CONSULTING GROUP LTD
11,726$171.0M0.51%
107
SBACSBA COMMUNICATIONS CORP NEW
588$167.0M0.50%
108
CCUCOMPANIA CERVECERIAS UNIDAS
14,627,883$157.7M0.47%
109
CNRCANADIAN NATL RY CO
1,339$145.0M0.43%
110
WMBWILLIAMS COS INC
4,852$139.0M0.42%
111
PSXPHILLIPS 66
1,682$136.0M0.41%
112
CP.TOCANADIAN PAC RY LTD
1,851$124.0M0.37%
113
PPGPPG INDS INC
1,118,971$123.9M0.37%
114
DHID R HORTON INC
1,821,443$122.7M0.37%
115
IAU*ISHARES GOLD TR
3,840$121.0M0.36%
116
MAAMID-AMER APT CMNTYS INC
715$111.0M0.33%
117
EQIXEQUINIX INC
175$100.0M0.30%
118
NGNOVAGOLD RES INC
19,348,289$90.7M0.27%
119
AGIALAMOS GOLD INC NEW
12,000,330$89.0M0.27%
120
BTOB2GOLD CORP
26,278,385$84.5M0.25%
121
ICLICL GROUP LTD
9,976$82.0M0.25%
122
EPDENTERPRISE PRODS PARTNERS L
3,435,970$81.7M0.25%
123
CHTRCHARTER COMMUNICATIONS INC N
264$80.0M0.24%
124
WEPMAGELLAN MIDSTREAM PRTNRS LP
1,621,398$77.0M0.23%
125
EOGEOG RES INC
651$73.0M0.22%
126
SMGSCOTTS MIRACLE-GRO CO
1,575,109$67.3M0.20%
127
SPYSPDR S&P 500 ETF TR
185,000$66.1M0.20%
128
NESRNATIONAL ENERGY SERVICES REU
10,822$64.0M0.19%
129
MQ8MAG SILVER CORP
5,080,450$63.6M0.19%
130
CAHCARDINAL HEALTH INC
690$46.0M0.14%
131
DINOHF SINCLAIR CORP
827$45.0M0.13%
132
CASYCASEYS GEN STORES INC
193$39.0M0.12%
133
TRNOTERRENO RLTY CORP
719$38.0M0.11%
134
DGXQUEST DIAGNOSTICS INC
299$37.0M0.11%
135
GNRCGENERAC HLDGS INC
210$37.0M0.11%
136
ABCBAMERIS BANCORP
795$36.0M0.11%
137
ARMKARAMARK
1,109$35.0M0.10%
138
WFC 7.5 PERP LWELLS FARGO CO NEW
28,241$34.0M0.10%
139
UNHUNITEDHEALTH GROUP INC
66,842$33.8M0.10%
140
LIILENNOX INTL INC
149$33.0M0.10%
141
PFGCPERFORMANCE FOOD GROUP CO
759$33.0M0.10%
142
BAC 7.25 PERP LBK OF AMERICA CORP
26,611$31.2M0.09%
143
CIENCIENA CORP
740$30.0M0.09%
144
CBRLCRACKER BARREL OLD CTRY STOR
317$29.0M0.09%
145
BALLBALL CORP
573$28.0M0.08%
146
KOFCOCA-COLA FEMSA SAB DE CV
468,418$27.4M0.08%
147
XPOXPO LOGISTICS INC
600$27.0M0.08%
148
CLFCLEVELAND-CLIFFS INC NEW
1,914$26.0M0.08%
149
CCCHEMOURS CO
918$23.0M0.07%
150
OLAORLA MNG LTD NEW
6,750,208$22.0M0.07%
151
CHWYCHEWY INC
714$22.0M0.07%
152
ONON SEMICONDUCTOR CORP
348$22.0M0.07%
153
AVTRAVANTOR INC
1,106$22.0M0.07%
154
AWCAMERICAN WTR WKS CO INC NEW
172$22.0M0.07%
155
RPMRPM INTL INC
263,141$21.9M0.07%
156
QDELQUIDELORTHO CORP
290$21.0M0.06%
157
ZBHZIMMER BIOMET HOLDINGS INC
187$20.0M0.06%
158
BDCBELDEN INC
319$19.0M0.06%
159
S9QSPIRIT AEROSYSTEMS HLDGS INC
809$18.0M0.05%
160
DOVDOVER CORP
156$18.0M0.05%
161
KGCKINROSS GOLD CORP
4,491,150$16.9M0.05%
162
MDTMEDTRONIC PLC
189,296$15.3M0.05%
163
HDHOME DEPOT INC
54,752$15.1M0.05%
164
RJFRAYMOND JAMES FINL INC
153$15.0M0.04%
165
TELTE CONNECTIVITY LTD
133,591$14.7M0.04%
166
LQDISHARES TR
127,275$13.0M0.04%
167
PEPPEPSICO INC
65,783$10.7M0.03%
168
EMBCEMBECTA CORP
337,187$9.7M0.03%
169
AJRDEURAEROJET ROCKETDYNE HLDGS INC
240,464$9.6M0.03%
170
ULUNILEVER PLC
211,474$9.3M0.03%
171
BMTABRITISH AMERN TOB PLC
256,574$9.1M0.03%
172
DOXAMDOCS LTD
117$9.0M0.03%
173
MTNVAIL RESORTS INC
43$9.0M0.03%
174
UEOWESTLAKE CORPORATION
106$9.0M0.03%
175
PKNPERKINELMER INC
66$8.0M0.02%
176
IDAIDACORP INC
78,803$7.8M0.02%
177
SHELSHELL PLC
131,939$6.6M0.02%
178
DECKDECKERS OUTDOOR CORP
18$6.0M0.02%
179
DCIDONALDSON INC
103$5.0M0.01%
180
KWEBKRANESHARES TR
200,000$4.9M0.01%Call
181
SNYSANOFI
125,891$4.8M0.01%
182
CHUYUSDCHUYS HLDGS INC
203,419$4.7M0.01%
183
HRIHERC HLDGS INC
42,629$4.4M0.01%
184
SBUXSTARBUCKS CORP
51,960$4.4M0.01%
185
CWCURTISS WRIGHT CORP
31,071$4.3M0.01%
186
SBG1SEACOAST BKG CORP FLA
141,067$4.3M0.01%
187
PCRXPACIRA BIOSCIENCES INC
78,531$4.2M0.01%
188
ALAIR LEASE CORP
133,858$4.2M0.01%
189
HCCIUSDHERITAGE CRYSTAL CLEAN INC
138,383$4.1M0.01%
190
COHUCOHU INC
157,336$4.1M0.01%
191
IBTXUSDINDEPENDENT BANK GROUP INC
65,531$4.0M0.01%
192
RILYB. RILEY FINANCIAL INC
88,996$4.0M0.01%
193
ACLSAXCELIS TECHNOLOGIES INC
65,248$4.0M0.01%
194
AEISADVANCED ENERGY INDS
50,938$3.9M0.01%
195
LADLITHIA MTRS INC
18,005$3.9M0.01%
196
DCODUCOMMUN INC DEL
96,173$3.8M0.01%
197
ICHRICHOR HOLDINGS
153,779$3.7M0.01%
198
ONTOONTO INNOVATION INC
57,473$3.7M0.01%
199
LGIHLGI HOMES INC
44,566$3.6M0.01%
200
SKTTANGER FACTORY OUTLET CTRS I
264,563$3.6M0.01%
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