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
SNAP ONE HOLDINGS CORP
$2.0B
SPWHSPORTSMANS WHSE HLDGS INC
$1.9B
CLARCLARUS CORP NEW
$1.9B
ITIEURITERIS INC NEW
$1.8B
SCTLSOCIETAL CDMO INC
$1.8B
SEMSELECT MED HLDGS CORP
$1.8B
BLBDBLUE BIRD CORP
$1.8B
RGSUSDREGIS CORP MINN
$1.7B
ORNORION GROUP HLDGS INC
$1.6B
GDGENERAL DYNAMICS CORP
$1.6B
NDLSUSDNOODLES & CO
$1.5B
ACLSAXCELIS TECHNOLOGIES INC
$1.5B
TROXTRONOX HOLDINGS PLC
$1.5B
SSUPSUPERIOR INDS INTL INC
$1.5B
UPLDUPLAND SOFTWARE INC
$1.5B
UI2KEMPER CORP
$1.4B
SMRTSMARTRENT INC
$1.4B
CLDTCHATHAM LODGING TR
$1.4B
MANITEX INTL INC
$1.4B
RDNTRADNET INC
$1.4B
TTS1EURTILE SHOP HLDGS INC
$1.4B
STIMNEURONETICS INC
$1.2B
NGVCNATURAL GROCERS BY VITAMIN C
$1.2B
MCHXMARCHEX INC
$1.2B
THE REAL GOOD FOOD COMPANY I
$1.1B
PKPARK HOTELS & RESORTS INC
$1.1B
ICADUSDICAD INC
$1.1B
CRNTCERAGON NETWORKS LTD
$1.1B
HCATHEALTH CATALYST INC
$1.0B
NPKINEWPARK RES INC
$951.0M
SYNCHRONOSS TECHNOLOGIES INC
$906.0M
NVRIENVIRI CORP
$859.0M
ACNACCENTURE PLC IRELAND
$833.0M
CAHCARDINAL HEALTH INC
$774.0M
LIILENNOX INTL INC
$664.0M
CAMPEURCALAMP CORP
$643.0M
ONON SEMICONDUCTOR CORP
$639.0M
JOBGEE GROUP INC
$629.0M
PFGCPERFORMANCE FOOD GROUP CO
$615.0M
OESXUSDORION ENERGY SYS INC
$596.0M
ARMKARAMARK
$572.0M
CASYCASEYS GEN STORES INC
$561.0M
ZBHZIMMER BIOMET HOLDINGS INC
$553.0M
CIENCIENA CORP
$531.0M
DOVDOVER CORP
$527.0M
DGXQUEST DIAGNOSTICS INC
$515.0M
DCIDONALDSON INC
$489.0M
XPOXPO INC
$476.0M
IWMISHARES TR
$466.0M
IFFINTERNATIONAL FLAVORS&FRAGRA
$462.0M
DINOHF SINCLAIR CORP
$450.0M
CLFCLEVELAND-CLIFFS INC NEW
$440.0M
IRINGERSOLL RAND INC
$349.0M
UEOWESTLAKE CORPORATION
$341.0M
ARC DOCUMENT SOLUTIONS INC
$328.0M
DXYNDIXIE GROUP INC
$327.0M
QSIIEURNEXTGEN HEALTHCARE INC
$324.0M
RJFRAYMOND JAMES FINL INC
$306.0M
AVTRAVANTOR INC
$305.0M
CHWYCHEWY INC
$287.0M
RKTROCKET COS INC
$280.0M
PKNREVVITY INC
$266.0M
AMHAMERICAN HOMES 4 RENT
$246.0M
DOXAMDOCS LTD
$227.0M
MTNVAIL RESORTS INC
$223.0M
CNRCANADIAN NATL RY CO
$188.0M
SBACSBA COMMUNICATIONS CORP NEW
$186.0M
CHTRCHARTER COMMUNICATIONS INC N
$185.0M
CPCANADIAN PACIFIC KANSAS CITY
$173.0M
ENQENTEGRIS INC
$164.0M
DECKDECKERS OUTDOOR CORP
$135.0M
MAAMID-AMER APT CMNTYS INC
$125.0M
AWCAMERICAN WTR WKS CO INC NEW
$117.0M
BSMBLACK STONE MINERALS L P
$113.0M
EQIXEQUINIX INC
$97.0M
IAU*ISHARES GOLD TR
$86.0M
EXREXTRA SPACE STORAGE INC
$84.0M
PSXPHILLIPS 66
$80.0M
FLEXFLEX LTD
$79.0M
ENOVENOVIS CORPORATION
$75.0M
BUWABIO RAD LABS INC
$72.0M
EOGEOG RES INC
$67.0M
ICLICL GROUP LTD
$63.0M
TRNOTERRENO RLTY CORP
$50.0M
BALLBALL CORP
$38.0M
IEIVANHOE ELECTRIC INC
$29.0M
OTISOTIS WORLDWIDE CORP
$9.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.0M
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