Diff de portfólio

First Eagle Investment Management, LLC

Q1 2026 ⇄ Q2 2026

+0Adicionado

−150Removida

0Redimensionado

0Inalterado

Adicionado (Q2 2026)

Valor mobiliário	Valor	Ações
Nenhuma.

Removida (era mantido em Q1 2026)

Valor mobiliário	Valor anterior	Ações então
GOOG ALPHABET INC	$2.07B	7.23M
BDX BECTON DICKINSON & CO	$1.84B	11.70M
META META PLATFORMS INC	$1.80B	3.14M
WPM WHEATON PRECIOUS…	$1.80B	13.70M
IMO IMPERIAL OIL LTD	$1.72B	13.14M
HCA HCA HEALTHCARE INC	$1.51B	3.19M
SLB SLB LIMITED	$1.43B	27.83M
FMX FOMENTO ECONOMICO…	$1.37B	12.37M
FNV FRANCO NEV CORP	$1.27B	5.13M
NEM NEWMONT CORP	$1.24B	11.49M
WTW WILLIS TOWERS WATSON…	$1.22B	4.19M
ORCL ORACLE CORP	$1.22B	8.27M
ELV ELEVANCE HEALTH INC…	$1.19B	4.06M
TSM TAIWAN SEMICONDUCTOR…	$1.18B	3.50M
BNY BANK NEW YORK MELLON…	$1.14B	9.65M
CRM SALESFORCE INC	$1.12B	6.02M
WY WEYERHAEUSER CO	$1.11B	45.37M
CMCSA COMCAST CORP NEW	$1.06B	37.09M
AEM AGNICO EAGLE MINES LTD	$1.05B	5.19M
XONA.DE EXXON MOBIL CORP	$1.04B	6.12M
OKE ONEOK INC NEW	$1.04B	11.45M
WDAY WORKDAY INC	$973.02M	7.49M
ABEV AMBEV SA	$969.94M	332.17M
CHRW C H ROBINSON…	$933.66M	5.62M
PM PHILIP MORRIS INTL INC	$920.42M	5.57M
MDT MEDTRONIC PLC	$854.78M	9.86M
EXPD EXPEDITORS INTL WASH…	$835.70M	5.83M
B BARRICK MNG CORP	$814.49M	19.97M
UHS UNIVERSAL HLTH SVCS…	$774.61M	4.33M
CHTR CHARTER…	$756.91M	3.51M
NTR NUTRIEN LTD	$719.85M	9.54M
BIO BIO RAD LABS INC	$712.54M	2.56M
TXN TEXAS INSTRS INC	$698.05M	3.60M
GLD SPDR GOLD TR	$686.86M	1.60M
CL COLGATE PALMOLIVE CO	$678.98M	7.97M
PPG PPG INDS INC	$674.15M	6.31M
NOV NOV INC	$670.14M	35.63M
IFF INTERNATIONAL…	$663.39M	9.14M
NE NOBLE CORP PLC	$654.70M	13.34M
ADP AUTOMATIC DATA…	$568.68M	2.80M
BRO BROWN & BROWN INC	$566.64M	8.69M
EQR EQUITY RESIDENTIAL	$549.90M	9.30M
OMC OMNICOM GROUP INC	$542.04M	7.20M
DG DOLLAR GEN CORP	$518.67M	4.37M
IPGP IPG PHOTONICS CORP	$516.68M	4.51M
DIS DISNEY WALT CO	$498.92M	5.18M
EXR EXTRA SPACE STORAGE…	$493.43M	3.76M
AXP AMERICAN EXPRESS CO	$491.10M	1.62M
MSFT MICROSOFT CORP	$483.78M	1.31M
BXP BXP INC	$475.13M	9.15M
WAT WATERS CORP	$460.64M	1.55M
USB US BANCORP	$459.42M	8.83M
FI FISERV INC	$409.72M	7.34M
BRK-A BERKSHIRE HATHAWAY…	$405.75M	565
FNF FIDELITY NATL FINL INC	$405.71M	8.75M
CMI CUMMINS INC	$401.99M	747.17K
GOOGL ALPHABET INC	$344.55M	1.20M
MICC MAGNUM ICE CREAM CO NV	$324.75M	22.11M
CFR CULLEN FROST BANKERS…	$310.61M	2.27M
DE DEERE & CO	$300.25M	533.02K
AGI ALAMOS GOLD INC	$274.55M	6.17M
CSL CARLISLE COS INC	$264.61M	793.15K
RGLD ROYAL GOLD INC	$233.52M	917.62K
KGC KINROSS GOLD CORP	$217.94M	7.14M
XRAY DENTSPLY SIRONA INC	$175.48M	15.13M
CCU COMPANIA CERVECERIAS…	$167.51M	14.76M
GFI GOLD FIELDS LTD	$160.53M	3.54M
FERG FERGUSON ENTERPRISES…	$147.73M	633.31K
AU ANGLOGOLD ASHANTI PLC	$145.13M	1.49M
PAAS PAN AMERN SILVER CORP	$132.27M	2.42M
DEI DOUGLAS EMMETT INC	$131.48M	13.96M
BIL SPDR SERIES TRUST	$124.94M	1.36M
NG NOVAGOLD RESOURCES INC	$82.37M	9.17M
ORLA ORLA MNG LTD NEW	$76.69M	4.77M
EPD ENTERPRISE PRODS…	$73.47M	1.94M
VSNT VERSANT MEDIA GROUP…	$59.13M	1.60M
BTG B2GOLD CORP	$44.09M	9.70M
KOF COCA-COLA FEMSA SAB…	$38.31M	392.74K
BAC-PL BANK AMERICA CORP	$35.32M	29.64K
WFC-PL WELLS FARGO & CO	$29.73M	25.74K
LINC LINCOLN EDL SVCS CORP	$27.88M	685.23K
UCTT ULTRA CLEAN HLDGS INC	$26.99M	434.00K
AEIS ADVANCED ENERGY INDS	$26.40M	81.80K
BKD BROOKDALE SR LIVING…	$25.52M	1.87M
CAE CAE INC	$24.35M	935.04K
OIS OIL STS INTL INC	$23.78M	2.04M
TEL TE CONNECTIVITY PLC	$22.10M	105.75K
TTMI TTM TECHNOLOGIES INC	$21.86M	224.37K
ABCB AMERIS BANCORP	$19.30M	247.41K
VSH VISHAY…	$19.14M	1.06M
SIMO SILICON MOTION…	$18.91M	168.39K
MAMA MAMAS CREATIONS INC	$18.77M	1.22M
DCO DUCOMMUN INC DEL	$18.76M	153.78K
VIAV VIAVI SOLUTIONS INC	$18.63M	559.80K
ACN ACCENTURE PLC IRELAND	$17.89M	90.20K
STNG SCORPIO TANKERS INC	$17.55M	235.07K
CMC COMMERCIAL METALS CO	$17.54M	285.48K
NPO ENPRO INC	$17.50M	69.84K
FORM FORMFACTOR INC	$17.44M	179.79K
BRK-B BERKSHIRE HATHAWAY…	$17.41M	36.33K
ADTN ADTRAN HOLDINGS INC	$17.22M	1.37M
SPB SPECTRUM BRANDS…	$17.12M	232.27K
UTI UNIVERSAL TECHNICAL…	$17.04M	471.98K
GHC GRAHAM CORP	$17.01M	215.51K
IBP INSTALLED BLDG PRODS…	$16.92M	63.83K
LPX LOUISIANA PAC CORP	$16.86M	231.78K
HD HOME DEPOT INC	$16.71M	50.81K
BHE BENCHMARK ELECTRS INC	$16.62M	296.48K
LXU LSB INDS INC	$16.17M	1.08M
ONB OLD NATL BANCORP IND	$15.39M	696.60K
THR THERMON GROUP HLDGS…	$15.39M	305.31K
SBCF SEACOAST BKG CORP FLA	$15.29M	504.89K
LNC LINCOLN NATL CORP IND	$15.20M	428.25K
NVGS NAVIGATOR HLDGS LTD	$15.09M	780.62K
GLNG GOLAR LNG LTD	$15.01M	277.47K
MTRN MATERION CORP	$14.75M	101.95K
CCS CENTURY COMMUNITIES…	$14.73M	256.65K
COHU COHU INC	$14.51M	473.90K
CECO CECO ENVIRONMENTAL…	$14.44M	242.45K
OUT OUTFRONT MEDIA INC	$14.38M	542.53K
AMRC AMERESCO INC	$14.16M	555.23K
ROG ROGERS CORP	$14.14M	131.77K
FUL FULLER H B CO	$14.09M	228.50K
ASTE ASTEC INDS INC	$14.01M	260.25K
AX AXOS FINANCIAL INC	$14.00M	164.57K
WCC WESCO INTL INC	$14.00M	51.16K
TMHC TAYLOR MORRISON HOME…	$13.98M	240.10K
PLXS PLEXUS CORP	$13.67M	67.50K
LPG DORIAN LPG LTD	$13.51M	394.93K
ACA ARCOSA INC	$13.44M	126.60K
TITN TITAN MACHY INC	$13.40M	801.20K
TRN TRINITY INDS INC	$13.37M	415.49K
BZH BEAZER HOMES USA INC	$13.36M	694.53K
KALU KAISER ALUMINIUM…	$13.34M	110.73K
VECO VEECO INSTRS INC DEL	$13.25M	391.38K
PNTG PENNANT GROUP INC	$13.14M	431.00K
RELY REMITLY GLOBAL INC	$13.03M	831.45K
HNGE HINGE HEALTH INC	$12.99M	336.94K
BCC BOISE CASCADE CO DEL	$12.91M	170.25K
ATRO ASTRONICS CORP	$12.83M	192.33K
IIIN INSTEEL INDS INC	$12.80M	380.95K
FIP FTAI INFRASTRUCTURE…	$12.47M	2.52M
EXP EAGLE MATLS INC	$12.41M	65.49K
WSR WHITESTONE REIT	$11.98M	741.84K
VLY VALLEY NATL BANCORP	$11.93M	971.50K
BDC BELDEN INC	$11.77M	102.51K
AXGN AXOGEN INC	$11.74M	354.45K
KWR QUAKER HOUGHTON	$11.74M	94.50K
FLOC FLOWCO HLDGS INC	$11.72M	568.87K
PKOH PARK-OHIO HLDGS CORP	$11.57M	481.25K

Posições redimensionadas

Valor mobiliário	Q1 2026 ações	Q2 2026 ações	Variação
Nenhuma.

Comparação bruta de quantidade de ações entre os dois trimestres selecionados (conforme reportado; desdobramentos entre trimestres distantes não são ajustados aqui — as abas de variação trimestral na página do gestor são ajustadas por desdobramento). Apenas posições em ações ordinárias com tickers mapeados.

Proveniência: Ambos os instantâneos provêm das tabelas de informação do 13F analisadas do gestor (versões mais recentes aceitas). ← Voltar ao registro do gestor