First Eagle Investment Management, LLC Q2 2023 Filing

Filed August 9, 2023

Portfolio Value

$39.1B

Holdings

388

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (388 positions)

StockValue
ORCLORACLE CORP
$2.2B
METAMETA PLATFORMS INC
$1.6B
XOMEXXON MOBIL CORP
$1.4B
HCAHCA HEALTHCARE INC
$1.4B
CMCSACOMCAST CORP NEW
$1.3B
SLBSCHLUMBERGER LTD
$1.3B
IMOIMPERIAL OIL LTD
$1.2B
FMXFOMENTO ECONOMICO MEXICANO S
$1.2B
WTWWILLIS TOWERS WATSON PLC LTD
$1.2B
ABEVAMBEV SA
$991.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$914.2M
CHRWC H ROBINSON WORLDWIDE INC
$905.6M
4I1PHILIP MORRIS INTL INC
$888.0M
WPMWHEATON PRECIOUS METALS CORP
$879.7M
CLCOLGATE PALMOLIVE CO
$854.6M
GOOGALPHABET INC
$817.5M
ELVELEVANCE HEALTH INC
$802.0M
NEMNEWMONT CORP
$787.2M
UHSUNIVERSAL HLTH SVCS INC
$739.3M
BKBANK NEW YORK MELLON CORP
$731.7M
ABXBARRICK GOLD CORP
$715.1M
ADIANALOG DEVICES INC
$696.4M
TXNTEXAS INSTRS INC
$656.7M
NOVNOV INC
$593.6M
EQREQUITY RESIDENTIAL
$586.4M
GQ9SPDR GOLD TR
$584.5M
IPGPIPG PHOTONICS CORP
$583.7M
NTRNUTRIEN LTD
$544.1M
MSFTMICROSOFT CORP
$535.9M
CMICUMMINS INC
$502.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$498.1M
MDTMEDTRONIC PLC
$484.2M
WYWEYERHAEUSER CO MTN BE
$483.5M
BDXBECTON DICKINSON & CO
$466.5M
AXPAMERICAN EXPRESS CO
$461.1M
RGLDROYAL GOLD INC
$421.9M
CRMSALESFORCE INC
$419.2M
ROSTROSS STORES INC
$417.1M
GOOGLALPHABET INC
$415.3M
FLSFLOWSERVE CORP
$406.3M
XRAYDENTSPLY SIRONA INC
$389.6M
EXPDEXPEDITORS INTL WASH INC
$330.1M
WMTWALMART INC
$316.3M
AEMAGNICO EAGLE MINES LTD
$313.3M
FNVFRANCO NEV CORP
$311.8M
USBUS BANCORP DEL
$300.5M
BROBROWN & BROWN INC
$288.5M
CCUCOMPANIA CERVECERIAS UNIDAS
$242.0M
KHCKRAFT HEINZ CO
$235.5M
DEDEERE & CO
$217.3M
BXPBOSTON PROPERTIES INC
$215.2M
SCHWSCHWAB CHARLES CORP
$204.9M
UGIUGI CORP NEW
$180.4M
PPGPPG INDS INC
$175.7M
DEIDOUGLAS EMMETT INC
$175.0M
FNFFIDELITY NATIONAL FINANCIAL
$158.6M
UNPUNION PAC CORP
$147.1M
AGIALAMOS GOLD INC NEW
$117.5M
RPMRPM INTL INC
$112.6M
NGNOVAGOLD RES INC
$74.5M
MQ8MAG SILVER CORP
$63.8M
EPDENTERPRISE PRODS PARTNERS L
$57.6M
AU3EURANGLOGOLD ASHANTI LIMITED
$37.5M
KOFCOCA-COLA FEMSA SAB DE CV
$33.8M
WFC 7.5 PERP LWELLS FARGO CO NEW
$32.5M
BAC 7.25 PERP LBANK AMERICA CORP
$32.5M
WEPMAGELLAN MIDSTREAM PRTNRS LP
$31.8M
BILSPDR SER TR
$31.1M
OLAORLA MNG LTD NEW
$28.7M
UNHUNITEDHEALTH GROUP INC
$20.3M
WRBBERKLEY W R CORP
$19.9M
ULUNILEVER PLC
$19.2M
TELTE CONNECTIVITY LTD
$18.3M
HDHOME DEPOT INC
$17.4M
SHELSHELL PLC
$16.8M
COHRCOHERENT CORP
$14.1M
BMTABRITISH AMERN TOB PLC
$13.9M
PEPPEPSICO INC
$13.8M
SNYSANOFI
$12.1M
BTOB2GOLD CORP
$12.0M
BZHBEAZER HOMES USA INC
$11.3M
IDAIDACORP INC
$11.2M
HRIHERC HLDGS INC
$11.2M
AOSLALPHA & OMEGA SEMICONDUCTOR
$11.1M
LPXLOUISIANA PAC CORP
$10.8M
LADLITHIA MTRS INC
$10.5M
GNRCGENERAC HLDGS INC
$10.5M
ONTOONTO INNOVATION INC
$10.5M
THCTENET HEALTHCARE CORP
$10.5M
AMRCAMERESCO INC
$10.4M
PDCOEURPATTERSON COS INC
$10.4M
ALAIR LEASE CORP
$10.4M
MKSIMKS INSTRS INC
$10.3M
PENGSMART GLOBAL HLDGS INC
$10.0M
CHEFCHEFS WHSE INC
$9.9M
GTGOODYEAR TIRE & RUBR CO
$9.9M
UCTTULTRA CLEAN HLDGS INC
$9.8M
PCRXPACIRA BIOSCIENCES INC
$9.8M
BDCBELDEN INC
$9.8M
AEISADVANCED ENERGY INDS
$9.7M
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