First Eagle Investment Management, LLC Q3 2020 Filing

Filed November 10, 2020

Portfolio Value

$33.3T

Holdings

96

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (96 positions)

#StockSharesValue% PortfolioType
1
CLCOLGATE PALMOLIVE CO
12,601,350$972.2M0.00%
2
4I1PHILIP MORRIS INTL INC
12,715,778$953.6M0.00%
3
XOMEXXON MOBIL CORP
26,389,982$906.0M0.00%
4
NTRNUTRIEN LTD
23,072,715$905.1M0.00%
5
WPMWHEATON PRECIOUS METALS CORP
18,324,661$899.2M0.00%
6
DEDEERE & CO
3,949,794$875.4M0.00%
7
METAFACEBOOK INC
3,237,002$847.8M0.00%
8
LINLINDE PLC
3,540,175$840.3M0.00%
9
ABXBARRICK GOLD CORP
29,683,377$834.4M0.00%
10
TSMTAIWAN SEMICONDUCTOR MFG LTD
10,093,820$818.3M0.00%
11
WYWEYERHAEUSER CO MTN BE
26,900,896$767.2M0.00%
12
GQ9SPDR GOLD TR
4,215,896$746.7M0.00%
13
AEMAGNICO EAGLE MINES LTD
7,944,298$633.0M0.00%
14
MSFTMICROSOFT CORP
3,002,956$631.6M0.00%
15
BKBANK NEW YORK MELLON CORP
18,383,771$631.3M0.00%
16
ELVANTHEM INC
2,168,053$582.3M0.00%
17
TXNTEXAS INSTRS INC
4,070,597$581.2M0.00%
18
SLBSCHLUMBERGER LTD
31,563,913$491.1M0.00%
19
ABEVAMBEV SA
216,288,751$488.8M0.00%
20
GOOGALPHABET INC
318,421$468.0M0.00%
21
ADIANALOG DEVICES INC
3,980,623$464.7M0.00%
22
CMICUMMINS INC
2,108,598$445.3M0.00%
23
AXPAMERICAN EXPRESS CO
4,316,239$432.7M0.00%
24
BALLBALL CORP
303,339$425.9M0.00%Put
25
CRMSALESFORCE COM INC
1,660,917$417.4M0.00%
26
WTWWILLIS TOWERS WATSON PLC LTD
1,994,791$416.6M0.00%
27
TRVTRAVELERS COMPANIES INC
3,802,683$411.4M0.00%
28
MMM3M CO
2,565,901$411.0M0.00%
29
BKNGBOOKING HOLDINGS INC
238,378$407.8M0.00%
30
UNPUNION PAC CORP
2,025,547$398.8M0.00%
31
BROBROWN & BROWN INC
8,400,336$380.3M0.00%
32
USBUS BANCORP DEL
10,015,427$359.1M0.00%
33
BRK-BBERKSHIRE HATHAWAY INC DEL
1,111$355.5M0.00%
34
WRBBERKLEY W R CORP
5,747,791$351.5M0.00%
35
TFCTRUIST FINL CORP
8,726,623$332.0M0.00%
36
YUSDALLEGHANY CORP DEL
629,181$327.5M0.00%
37
UHSUNIVERSAL HLTH SVCS INC
3,033,635$324.7M0.00%
38
XRAYDENTSPLY SIRONA INC
7,283,927$318.5M0.00%
39
FMXFOMENTO ECONOMICO MEXICANO S
5,631,931$316.5M0.00%
40
IMOIMPERIAL OIL LTD
26,176,774$313.4M0.00%
41
FLSFLOWSERVE CORP
11,458,696$312.7M0.00%
42
TDCTERADATA CORP DEL
13,768,178$312.5M0.00%
43
EQREQUITY RESIDENTIAL
6,041,036$310.1M0.00%
44
NOVEURNATIONAL OILWELL VARCO INC
33,695,069$305.3M0.00%
45
RGLDROYAL GOLD INC
2,527,877$303.8M0.00%
46
HCAHCA HEALTHCARE INC
2,376,455$296.3M0.00%
47
GOOGLALPHABET INC
197,452$289.4M0.00%
48
IPGPIPG PHOTONICS CORP
1,632,408$277.5M0.00%
49
FNVFRANCO NEV CORP
1,921,114$268.5M0.00%
50
WFCWELLS FARGO CO NEW
10,725,736$252.2M0.00%
51
UGIUGI CORP NEW
7,361,758$242.8M0.00%
52
VAREURVARIAN MED SYS INC
1,338,369$230.2M0.00%
53
EXPDEXPEDITORS INTL WASH INC
2,417,466$218.8M0.00%
54
KHCKRAFT HEINZ CO
7,217,132$216.2M0.00%
55
SCHWSCHWAB CHARLES CORP
5,700,160$206.5M0.00%
56
BXPBOSTON PROPERTIES INC
2,479,794$199.1M0.00%
57
CCUCOMPANIA CERVECERIAS UNIDAS
13,273,536$172.2M0.00%
58
PPGPPG INDS INC
1,209,259$147.6M0.00%
59
DEIDOUGLAS EMMETT INC
5,484,982$137.7M0.00%
60
SMGSCOTTS MIRACLE GRO CO
795,038$121.6M0.00%
61
BTOB2GOLD CORP
17,612,461$114.7M0.00%
62
AONAON PLC
120,780$114.7M0.00%Put
63
NGNOVAGOLD RES INC
8,830,013$105.0M0.00%
64
NMI1EURKIRKLAND LAKE GOLD LTD
1,651,804$80.6M0.00%
65
CMLSCUMULUS MEDIA INC
14,221$77.0M0.00%
66
AGIALAMOS GOLD INC NEW
6,785,036$59.8M0.00%
67
MQ8MAG SILVER CORP
3,280,988$53.3M0.00%
68
EPDENTERPRISE PRODS PARTNERS L
2,857,106$45.1M0.00%
69
GDGENERAL DYNAMICS CORP
250,450$34.7M0.00%
70
AU3EURANGLOGOLD ASHANTI LIMITED
1,286,240$33.9M0.00%
71
MLMMARTIN MARIETTA MATLS INC
116,150$28.2M0.00%Put
72
UNHUNITEDHEALTH GROUP INC
88,276$27.5M0.00%
73
MDTMEDTRONIC PLC
229,292$23.8M0.00%
74
ICEINTERCONTINENTAL EXCHANGE IN
229,160$23.7M0.00%Put
75
PEPPEPSICO INC
145,497$20.2M0.00%
76
KGCKINROSS GOLD CORP
2,275,478$20.1M0.00%
77
FTITECHNIPFMC PLC
2,646,283$16.7M0.00%
78
HALOHALOZYME THERAPEUTICS INC
488,638$14.0M0.00%Put
79
HDHOME DEPOT INC
43,907$12.2M0.00%
80
ROSTROSS STORES INC
128,199$12.0M0.00%
81
WFC 7.5 PERP LWELLS FARGO CO NEW
8,535$11.5M0.00%
82
SJTSAN JUAN BASIN RTY TR
4,108,984$10.3M0.00%
83
SBUXSTARBUCKS CORP
89,993$7.7M0.00%
84
VVISA INC
36,581$7.3M0.00%
85
SHWSHERWIN WILLIAMS CO
10,030$7.0M0.00%
86
SPGIS&P GLOBAL INC
18,770$6.8M0.00%
87
TELTE CONNECTIVITY LTD
69,164$6.8M0.00%
88
CMECME GROUP INC
39,491$6.6M0.00%
89
BAXBAXTER INTL INC
80,778$6.5M0.00%
90
ACNACCENTURE PLC IRELAND
28,470$6.4M0.00%
91
OTISOTIS WORLDWIDE CORP
102,156$6.4M0.00%
92
RPMRPM INTL INC
69,691$5.8M0.00%
93
ORCLORACLE CORP
29,595,962$1.8M0.00%
94
CMCSACOMCAST CORP NEW
32,419,441$1.5M0.00%
95
NEMNEWMONT CORP
19,435,538$1.2M0.00%
96
CHRWC H ROBINSON WORLDWIDE INC
10,604,148$1.1M0.00%