Diff de portfólio
First Eagle Investment Management, LLC
Q1 2026 ⇄ Q2 2026
+39Adicionado
−38Removida
200Redimensionado
21Inalterado
Adicionado (Q2 2026)
Removida (era mantido em Q1 2026)
Posições redimensionadas
| Valor mobiliário | Q1 2026 ações | Q2 2026 ações | Variação |
|---|---|---|---|
| MKTX MARKETAXESS HLDGS INC | 22 | 49.58K | +225250.0% |
| URI UNITED RENTALS INC | 6 | 416 | +6833.3% |
| ENSG ENSIGN GROUP INC | 1.25K | 64.60K | +5080.4% |
| LRN STRIDE INC | 4.27K | 167.80K | +3831.6% |
| ARLO ARLO TECHNOLOGIES INC | 92.50K | 752.20K | +713.2% |
| ESI ELEMENT SOLUTIONS INC | 56.50K | 366.60K | +548.8% |
| STE STERIS PLC | 18 | 95 | +427.8% |
| TRGP TARGA RES CORP | 21 | 101 | +381.0% |
| TDY TELEDYNE TECHNOLOGIES… | 7 | 33 | +371.4% |
| RGA REINSURANCE GROUP AMER… | 19 | 89 | +368.4% |
| WPC WP CAREY INC | 59 | 271 | +359.3% |
| ODFL OLD DOMINION FREIGHT… | 21 | 95 | +352.4% |
| GEHC GE HEALTHCARE… | 55 | 246 | +347.3% |
| CNS COHEN & STEERS INC | 61 | 272 | +345.9% |
| TNC TENNANT CO | 32.06K | 132.86K | +314.5% |
| STVN STEVANATO GROUP S P A | 157.50K | 611.29K | +288.1% |
| BRZE BRAZE INC | 158.50K | 609.81K | +284.7% |
| SDRL SEADRILL LTD | 47.00K | 178.81K | +280.4% |
| DEO DIAGEO PLC | 159.19K | 554.15K | +248.1% |
| QXO QXO INC | 223.18K | 662.89K | +197.0% |
| APD AIR PRODUCTS AND… | 17 | 45 | +164.7% |
| NPKI NPK INTERNATIONAL INC | 273.82K | 721.00K | +163.3% |
| DGX QUEST DIAGNOSTICS INC | 3.00K | 7.61K | +153.5% |
| XGN EXAGEN INC | 125.24K | 306.96K | +145.1% |
| MUR MURPHY OIL CORP | 206.00K | 497.40K | +141.5% |
| VSEC VSE CORP | 18.92K | 45.42K | +140.0% |
| REPX RILEY EXPLORATION… | 184.15K | 430.95K | +134.0% |
| TOL TOLL BROTHERS INC | 2.59K | 6.00K | +131.6% |
| TALO TALOS ENERGY INC | 503.90K | 1.13M | +123.7% |
| CENX CENTURY ALUM CO | 163.09K | 362.36K | +122.2% |
| IPI INTREPID POTASH INC | 151.25K | 323.55K | +113.9% |
| WRBY WARBY PARKER INC | 135.09K | 288.00K | +113.2% |
| QTRX QUANTERIX CORP | 1.30M | 2.75M | +111.8% |
| NTGR NETGEAR INC | 288.94K | 611.25K | +111.5% |
| OSIS OSI SYSTEMS INC | 24.66K | 52.16K | +111.5% |
| RDNT RADNET INC | 94.14K | 195.04K | +107.2% |
| IBP INSTALLED BLDG PRODS INC | 63.84K | 127.56K | +99.8% |
| TXN TEXAS INSTRS INC | 3.67M | 52.46K | -98.6% |
| HLI HOULIHAN LOKEY INC | 4.88K | 90 | -98.2% |
| MG MISTRAS GROUP INC | 281.53K | 553.86K | +96.7% |
| XRAY DENTSPLY SIRONA INC | 15.13M | 851.35K | -94.4% |
| EYE NATIONAL VISION HLDGS… | 221.55K | 429.62K | +93.9% |
| RRBI RED RIVER BANCSHARES INC | 77.99K | 149.35K | +91.5% |
| IIIV I3 VERTICALS INC | 382.14K | 723.01K | +89.2% |
| DSX DIANA SHIPPING INC | 1.26M | 2.36M | +86.9% |
| ONTO ONTO INNOVATION INC | 42.98K | 79.29K | +84.5% |
| DV DOUBLEVERIFY HLDGS INC | 635.00K | 1.16M | +82.7% |
| ADP AUTOMATIC DATA… | 2.85M | 5.17M | +81.6% |
| OLN OLIN CORP | 213.75K | 40.19K | -81.2% |
| SUNB SUNBELT RENTALS… | 7.15K | 1.87K | -73.9% |
| DORM DORMAN PRODS INC | 91.34K | 158.64K | +73.7% |
| LOCO EL POLLO LOCO HLDGS INC | 575.29K | 995.80K | +73.1% |
| KWR QUAKER HOUGHTON | 94.54K | 162.97K | +72.4% |
| MATV MATIV HOLDINGS INC | 1.10M | 316.49K | -71.2% |
| CYRX CRYOPORT INC | 744.85K | 1.27M | +70.7% |
| DNOW DNOW INC | 353.76K | 599.91K | +69.6% |
| THC TENET HEALTHCARE CORP | 5.42K | 9.13K | +68.6% |
| COLB COLUMBIA BKG SYS INC | 229.00K | 384.60K | +67.9% |
| AXS AXIS CAP HLDGS LTD | 90.75K | 151.95K | +67.4% |
| EXTR EXTREME NETWORKS INC | 349.54K | 582.92K | +66.8% |
| ETD ETHAN ALLEN INTERIORS… | 342.73K | 115.23K | -66.4% |
| EXPD EXPEDITORS INTL WASH INC | 5.95M | 2.02M | -66.0% |
| CON CONCENTRA GROUP… | 399.83K | 648.06K | +62.1% |
| VIAV VIAVI SOLUTIONS INC | 559.80K | 212.90K | -62.0% |
| RES RPC INC | 337.15K | 544.65K | +61.5% |
| WLK WESTLAKE CORPORATION | 7.12K | 2.83K | -60.2% |
| CIGI COLLIERS INTL GROUP INC | 7.89K | 3.14K | -60.1% |
| FLS FLOWSERVE CORP | 111.76K | 177.41K | +58.7% |
| HRI HERC HLDGS INC | 99.03K | 155.32K | +56.8% |
| GOOGL ALPHABET INC | 1.20M | 518.92K | -56.7% |
| PHM PULTE GROUP INC | 3.03K | 4.73K | +56.1% |
| CSL CARLISLE COS INC | 793.16K | 1.23M | +55.6% |
| TKR TIMKEN CO | 91.85K | 142.30K | +54.9% |
| CBT CABOT CORP | 136.65K | 208.45K | +52.5% |
| LAD LITHIA MTRS INC | 43.70K | 65.98K | +51.0% |
| PXED PHOENIX ED PARTNERS INC | 275.81K | 415.51K | +50.7% |
| CASY CASEYS GEN STORES INC | 800 | 1.20K | +50.0% |
| OGS ONE GAS INC | 107.26K | 160.76K | +49.9% |
| PUMP PROPETRO HLDG CORP | 517.83K | 775.83K | +49.8% |
| MGNI MAGNITE INC | 450.29K | 670.79K | +49.0% |
| SONO SONOS INC | 709.00K | 1.06M | +48.9% |
| FUL FULLER H B CO | 228.59K | 339.34K | +48.5% |
| LXFR LUXFER HLDGS PLC | 299.43K | 157.50K | -47.4% |
| PWP PERELLA WEINBERG… | 615.06K | 901.19K | +46.5% |
| MC MOELIS & CO | 75.10K | 110.00K | +46.5% |
| MSFT MICROSOFT CORP | 1.33M | 1.94M | +46.4% |
| MRVI MARAVAI LIFESCIENCES… | 2.52M | 3.67M | +45.4% |
| FI FISERV INC | 7.50M | 10.86M | +44.9% |
| CVLG COVENANT LOGISTICS… | 248.15K | 358.93K | +44.6% |
| INTT INTEST CORP | 424.10K | 612.60K | +44.4% |
| SLP SIMULATIONS PLUS INC | 742.07K | 1.07M | +44.3% |
| ONEW ONEWATER MARINE INC | 525.67K | 757.67K | +44.1% |
| FLYW FLYWIRE CORPORATION | 800.84K | 1.15M | +44.1% |
| AVBH AVIDBANK HLDGS INC | 197.34K | 284.04K | +43.9% |
| ATEC ALPHATEC HLDGS INC | 696.64K | 996.64K | +43.1% |
| ROG ROGERS CORP | 131.82K | 188.27K | +42.8% |
| SMBK SMARTFINANCIAL INC | 224.04K | 319.34K | +42.5% |
| HUN HUNTSMAN CORP | 770.13K | 1.09M | +42.1% |
| BDC BELDEN INC | 102.57K | 145.41K | +41.8% |
| LPG DORIAN LPG LTD | 394.93K | 559.42K | +41.7% |
| ONB OLD NATL BANCORP IND | 696.78K | 987.00K | +41.7% |
| FORM FORMFACTOR INC | 179.85K | 106.14K | -41.0% |
| NVST ENVISTA HOLDINGS… | 264.50K | 372.50K | +40.8% |
| HSTM HEALTHSTREAM INC | 425.70K | 591.90K | +39.0% |
| BKH BLACK HILLS CORP | 128.77K | 177.99K | +38.2% |
| MDT MEDTRONIC PLC | 10.04M | 13.78M | +37.2% |
| FLOC FLOWCO HLDGS INC | 568.87K | 778.57K | +36.9% |
| ABM ABM INDS INC | 292.98K | 400.08K | +36.6% |
| CHRW C H ROBINSON WORLDWIDE… | 5.73M | 3.64M | -36.4% |
| PROF PROFOUND MED CORP | 322.71K | 440.21K | +36.4% |
| ARMK ARAMARK | 11.00K | 15.00K | +36.4% |
| PLXS PLEXUS CORP | 67.54K | 92.08K | +36.3% |
| RS RELIANCE INC | 1.07K | 1.46K | +35.8% |
| PACK RANPAK HOLDINGS CORP | 788.84K | 1.07M | +35.4% |
| FN FABRINET | 15.20K | 20.58K | +35.4% |
| AMRC AMERESCO INC | 555.33K | 749.08K | +34.9% |
| KVHI KVH INDS INC | 210.83K | 283.33K | +34.4% |
| KRE SPDR SERIES TRUST | 176.12K | 236.57K | +34.3% |
| IIIN INSTEEL INDS INC | 380.95K | 511.45K | +34.3% |
| JBTM JBT MAREL CORPORATION | 63.00K | 84.30K | +33.8% |
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