First Eagle Investment Management, LLC Q4 2022 Filing

Filed February 9, 2023

Portfolio Value

$36331.7T

Holdings

393

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (393 positions)

#StockSharesValue% PortfolioType
1
ORCLORACLE CORP
20,710,858$1692.9T4.66%
2
XOMEXXON MOBIL CORP
13,483,262$1487.2T4.09%
3
SLBSCHLUMBERGER LTD
27,506,037$1470.5T4.05%
4
WTWWILLIS TOWERS WATSON PLC LTD
4,942,303$1208.8T3.33%
5
IMOIMPERIAL OIL LTD
23,988,965$1168.5T3.22%
6
CMCSACOMCAST CORP NEW
32,651,312$1141.8T3.14%
7
HCAHCA HEALTHCARE INC
4,616,860$1107.9T3.05%
8
CHRWC H ROBINSON WORLDWIDE INC
10,816,805$990.4T2.73%
9
4I1PHILIP MORRIS INTL INC
9,108,586$921.9T2.54%
10
ELVELEVANCE HEALTH INC
1,790,501$918.5T2.53%
11
CLCOLGATE PALMOLIVE CO
11,029,990$869.1T2.39%
12
NEMNEWMONT CORP
18,396,913$868.3T2.39%
13
FMXFOMENTO ECONOMICO MEXICANO S
10,989,993$858.5T2.36%
14
WPMWHEATON PRECIOUS METALS CORP
20,234,007$790.7T2.18%
15
BKBANK NEW YORK MELLON CORP
17,130,608$779.8T2.15%
16
ABEVAMBEV SA
285,755,616$777.3T2.14%
17
NOVNOV INC
37,173,025$776.5T2.14%
18
ABXBARRICK GOLD CORP
42,274,149$726.3T2.00%
19
METAMETA PLATFORMS INC
5,826,660$701.2T1.93%
20
TSMTAIWAN SEMICONDUCTOR MFG LTD
9,029,539$672.6T1.85%
21
UHSUNIVERSAL HLTH SVCS INC
4,733,178$666.9T1.84%
22
NTRNUTRIEN LTD
8,519,091$622.1T1.71%
23
TXNTEXAS INSTRS INC
3,659,603$604.6T1.66%
24
ADIANALOG DEVICES INC
3,565,628$584.9T1.61%
25
MSFTMICROSOFT CORP
2,251,805$540.0T1.49%
26
GOOGALPHABET INC
5,976,015$530.3T1.46%
27
GQ9SPDR GOLD TR
2,962,726$500.0T1.38%
28
CMICUMMINS INC
2,055,849$498.1T1.37%
29
BRK-BBERKSHIRE HATHAWAY INC DEL
1,029$482.3T1.33%
30
ROSTROSS STORES INC
3,939,169$457.2T1.26%
31
WYWEYERHAEUSER CO MTN BE
14,459,306$448.2T1.23%
32
EQREQUITY RESIDENTIAL
7,569,290$446.6T1.23%
33
BDXBECTON DICKINSON & CO
1,726,502$439.0T1.21%
34
USBUS BANCORP DEL
9,870,855$430.5T1.18%
35
AXPAMERICAN EXPRESS CO
2,839,109$419.5T1.15%
36
IPGPIPG PHOTONICS CORP
4,326,220$409.6T1.13%
37
RGLDROYAL GOLD INC
3,584,316$404.0T1.11%
38
WFCWELLS FARGO CO NEW
9,421,196$389.0T1.07%
39
SCHWSCHWAB CHARLES CORP
4,103,606$341.7T0.94%
40
FLSFLOWSERVE CORP
11,008,936$337.8T0.93%
41
UGIUGI CORP NEW
8,669,087$321.4T0.88%
42
GOOGLALPHABET INC
3,528,767$311.3T0.86%
43
AEMAGNICO EAGLE MINES LTD
5,987,080$311.1T0.86%
44
XRAYDENTSPLY SIRONA INC
9,744,258$310.3T0.85%
45
FNVFRANCO NEV CORP
2,117,304$288.6T0.79%
46
WMTWALMART INC
2,019,712$286.4T0.79%
47
EXPDEXPEDITORS INTL WASH INC
2,752,069$286.0T0.79%
48
TRVTRAVELERS COMPANIES INC
1,502,362$281.7T0.78%
49
BROBROWN & BROWN INC
4,799,990$273.5T0.75%
50
KHCKRAFT HEINZ CO
6,663,867$271.3T0.75%
51
CRMSALESFORCE INC
1,986,619$263.4T0.73%
52
BXPBOSTON PROPERTIES INC
3,837,041$259.3T0.71%
53
DEDEERE & CO
539,723$231.4T0.64%
54
WRBBERKLEY W R CORP
3,116,060$226.1T0.62%
55
DEIDOUGLAS EMMETT INC
12,416,793$194.7T0.54%
56
CCUCOMPANIA CERVECERIAS UNIDAS
14,694,383$192.8T0.53%
57
FISFIDELITY NATL INFORMATION SV
2,590,364$175.8T0.48%
58
MDTMEDTRONIC PLC
2,160,571$167.9T0.46%
59
DHID R HORTON INC
1,878,009$167.4T0.46%
60
PPGPPG INDS INC
1,194,189$150.2T0.41%
61
UNPUNION PAC CORP
724,879$150.1T0.41%
62
AGIALAMOS GOLD INC NEW
11,558,708$116.9T0.32%
63
NGNOVAGOLD RES INC
18,876,283$112.9T0.31%
64
BTOB2GOLD CORP
28,752,480$102.1T0.28%
65
MQ8MAG SILVER CORP
5,115,268$79.9T0.22%
66
FNFFIDELITY NATIONAL FINANCIAL
1,675,818$63.0T0.17%
67
WEPMAGELLAN MIDSTREAM PRTNRS LP
1,079,930$54.2T0.15%
68
AU3EURANGLOGOLD ASHANTI LIMITED
2,735,250$53.1T0.15%
69
EPDENTERPRISE PRODS PARTNERS L
2,098,289$50.6T0.14%
70
KOFCOCA-COLA FEMSA SAB DE CV
493,314$33.5T0.09%
71
WFC 7.5 PERP LWELLS FARGO CO NEW
28,241$33.5T0.09%
72
BAC 7.25 PERP LBK OF AMERICA CORP
27,261$31.6T0.09%
73
OLAORLA MNG LTD NEW
6,798,101$27.5T0.08%
74
RPMRPM INTL INC
276,905$27.0T0.07%
75
LQDISHARES TR
255,140$26.9T0.07%Put
76
UNHUNITEDHEALTH GROUP INC
43,088$22.8T0.06%
77
KGCKINROSS GOLD CORP
4,525,140$18.5T0.05%
78
HDHOME DEPOT INC
54,503$17.2T0.05%
79
PEPPEPSICO INC
85,918$15.5T0.04%
80
TELTE CONNECTIVITY LTD
133,192$15.3T0.04%
81
AJRDEURAEROJET ROCKETDYNE HLDGS INC
240,464$13.4T0.04%
82
ULUNILEVER PLC
261,269$13.2T0.04%
83
BMTABRITISH AMERN TOB PLC
327,373$13.1T0.04%
84
SHELSHELL PLC
187,623$10.7T0.03%
85
WMBWILLIAMS COS INC
277,968$9.1T0.03%
86
IDAIDACORP INC
82,173$8.9T0.02%
87
SNYSANOFI
153,949$7.5T0.02%
88
ALAIR LEASE CORP
178,883$6.9T0.02%
89
THCTENET HEALTHCARE CORP
129,685$6.3T0.02%
90
HLNHALEON PLC
790,636$6.3T0.02%
91
MKSIMKS INSTRS INC
66,788$5.7T0.02%
92
EVAUSDENVIVA INC
106,635$5.6T0.02%
93
LADLITHIA MTRS INC
27,542$5.6T0.02%
94
COHRCOHERENT CORP
160,084$5.6T0.02%
95
HCCIUSDHERITAGE CRYSTAL CLEAN INC
172,584$5.6T0.02%
96
SBG1SEACOAST BKG CORP FLA
178,067$5.6T0.02%
97
LGIHLGI HOMES INC
59,381$5.5T0.02%
98
PDCOEURPATTERSON COS INC
193,851$5.4T0.01%
99
DCODUCOMMUN INC DEL
107,763$5.4T0.01%
100
CRMTAMERICAS CAR-MART INC
73,947$5.3T0.01%
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