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First Eagle Investment Management, LLC

Q2 2023 · 13F-HR

First Eagle Investment Management, LLCholdings as filed

Filed 2023-08-09 · accession 0001325447-23-000018

$39.11B
Reported value
388
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
68389X105ORCLORACLE CORP$2.23B5.71%18,735,569CommonSOLE
30303M102METAMETA PLATFORMS INC$1.64B4.20%5,729,588CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.43B3.66%13,330,461CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.38B3.54%4,556,365CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.35B3.45%32,452,337CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.34B3.43%27,291,718CommonSOLE
453038408IMOIMPERIAL OIL LTD$1.23B3.15%24,043,939CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$1.22B3.11%10,963,611CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.17B2.99%4,964,243CommonSOLE
02319V103ABEVAMBEV SA$991.0M2.53%311,641,579CommonSOLE
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12541W209CHRWC H ROBINSON WORLDWIDE INC$905.6M2.32%9,598,641CommonSOLE
718172109PMPHILIP MORRIS INTL INC$888.0M2.27%9,096,873CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$879.7M2.25%20,353,517CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$854.6M2.19%11,092,504CommonSOLE
02079K107GOOGALPHABET INC$817.5M2.09%6,757,702CommonSOLE
036752103ELVELEVANCE HEALTH INC$802.0M2.05%1,805,149CommonSOLE
651639106NEMNEWMONT CORP$787.2M2.01%18,452,280CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$739.3M1.89%4,686,175CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$731.7M1.87%16,435,790CommonSOLE
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032654105ADIANALOG DEVICES INC$696.4M1.78%3,574,853CommonSOLE
882508104TXNTEXAS INSTRS INC$656.7M1.68%3,647,719CommonSOLE
62955J103NOVNOV INC$593.6M1.52%37,007,636CommonSOLE
29476L107EQREQUITY RESIDENTIAL$586.4M1.50%8,888,867CommonSOLE
78463V107GLDSPDR GOLD TR$584.5M1.49%3,313,531CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$583.7M1.49%4,297,388CommonSOLE
67077M108NTRNUTRIEN LTD$544.1M1.39%9,214,429CommonSOLE
594918104MSFTMICROSOFT CORP$535.9M1.37%1,573,712CommonSOLE
231021106CMICUMMINS INC$502.0M1.28%2,047,794CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$498.1M1.27%962CommonSOLE
G5960L103MDTMEDTRONIC PLC$484.2M1.24%5,496,031CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$483.5M1.24%14,427,512CommonSOLE
075887109BDXBECTON DICKINSON & CO$466.5M1.19%1,766,922CommonSOLE
025816109AXPAMERICAN EXPRESS CO$461.1M1.18%2,647,145CommonSOLE
780287108RGLDROYAL GOLD INC$421.9M1.08%3,675,441CommonSOLE
79466L302CRMSALESFORCE INC$419.2M1.07%1,984,431CommonSOLE
778296103ROSTROSS STORES INC$417.1M1.07%3,720,124CommonSOLE
02079K305GOOGLALPHABET INC$415.3M1.06%3,469,382CommonSOLE
34354P105FLSFLOWSERVE CORP$406.3M1.04%10,936,304CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$389.6M1.00%9,735,915CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$330.1M0.84%2,725,566CommonSOLE
931142103WMTWALMART INC$316.3M0.81%2,012,255CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$313.3M0.80%6,275,533CommonSOLE
351858105FNVFRANCO NEV CORP$311.8M0.80%2,187,707CommonSOLE
902973304USBUS BANCORP DEL$300.5M0.77%9,095,757CommonSOLE
115236101BROBROWN & BROWN INC$288.5M0.74%4,190,235CommonSOLE
204429104CCUCOMPANIA CERVECERIAS UNIDAS$242.0M0.62%14,908,925CommonSOLE
500754106KHCKRAFT HEINZ CO$235.5M0.60%6,634,693CommonSOLE
244199105DEDEERE & CO$217.3M0.56%536,300CommonSOLE
101121101BXPBOSTON PROPERTIES INC$215.2M0.55%3,735,964CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$204.9M0.52%3,614,622CommonSOLE
902681105UGIUGI CORP NEW$180.4M0.46%6,689,255CommonSOLE
693506107PPGPPG INDS INC$175.7M0.45%1,184,502CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$175.0M0.45%13,923,205CommonSOLE
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907818108UNPUNION PAC CORP$147.1M0.38%719,043CommonSOLE
011532108AGIALAMOS GOLD INC NEW$117.5M0.30%9,862,689CommonSOLE
749685103RPMRPM INTL INC$112.6M0.29%1,254,638CommonSOLE
66987E206NGNOVAGOLD RES INC$74.5M0.19%18,666,286CommonSOLE
55903Q104MQ8MAG SILVER CORP$63.8M0.16%5,715,485CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$57.6M0.15%2,186,752CommonSOLE
035128206AUUSDANGLOGOLD ASHANTI LIMITED$37.5M0.10%1,776,390CommonSOLE
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060505682BAC 7.25 PERP LBANK AMERICA CORP$32.5M0.08%27,761CommonSOLE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$31.8M0.08%509,796CommonSOLE
78468R663BILSPDR SER TR$31.1M0.08%338,617CommonSOLE
68634K106ORLAORLA MNG LTD NEW$28.7M0.07%6,848,655CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$20.3M0.05%42,149CommonSOLE
084423102WRBBERKLEY W R CORP$19.9M0.05%334,323CommonSOLE
904767704UNILEVER PLC$19.2M0.05%368,819CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$18.3M0.05%130,279CommonSOLE
437076102HDHOME DEPOT INC$17.4M0.04%55,873CommonSOLE
780259305SHELSHELL PLC$16.8M0.04%278,591CommonSOLE
19247G107COHRCOHERENT CORP$14.1M0.04%276,405CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$13.9M0.04%418,134CommonSOLE
713448108PEPPEPSICO INC$13.8M0.04%74,353CommonSOLE
80105N105SNYSANOFI$12.1M0.03%223,673CommonSOLE
11777Q209BTGB2GOLD CORP$12.0M0.03%3,365,522CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$11.3M0.03%400,343CommonSOLE
451107106IDAIDACORP INC$11.2M0.03%109,291CommonSOLE
42704L104HRIHERC HLDGS INC$11.2M0.03%81,540CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$11.1M0.03%338,753CommonSOLE
546347105LPXLOUISIANA PAC CORP$10.8M0.03%144,257CommonSOLE
536797103LADLITHIA MTRS INC$10.5M0.03%34,669CommonSOLE
368736104GNRCGENERAC HLDGS INC$10.5M0.03%70,574CommonSOLE
683344105ONTOONTO INNOVATION INC$10.5M0.03%89,851CommonSOLE
88033G407THCTENET HEALTHCARE CORP$10.5M0.03%128,452CommonSOLE
02361E108AMRCAMERESCO INC$10.4M0.03%214,620CommonSOLE
703395103PDCOEURPATTERSON COS INC$10.4M0.03%312,674CommonSOLE
00912X302ALAIR LEASE CORP$10.4M0.03%247,798CommonSOLE
55306N104MKSIMKS INSTRS INC$10.3M0.03%95,480CommonSOLE
G8232Y101SMART GLOBAL HLDGS INC$10.0M0.03%344,911CommonSOLE
163086101CHEFCHEFS WHSE INC$9.9M0.03%276,576CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$9.9M0.03%722,273CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$9.8M0.03%254,979CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$9.8M0.03%244,272CommonSOLE
077454106BDCBELDEN INC$9.8M0.02%102,163CommonSOLE
007973100AEISADVANCED ENERGY INDS$9.7M0.02%87,468CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$9.7M0.02%234,765CommonSOLE
G4740B105ICHRICHOR HOLDINGS$9.6M0.02%256,478CommonSOLE
219798105QDELQUIDELORTHO CORP$9.6M0.02%115,906CommonSOLE
29355X107NPOENPRO INDS INC$9.6M0.02%71,527CommonSOLE
969457100WMBWILLIAMS COS INC$9.3M0.02%285,862CommonSOLE
011659109ALKALASKA AIR GROUP INC$9.2M0.02%172,827CommonSOLE
576485205MTDRMATADOR RES CO$9.0M0.02%171,745CommonSOLE
29978A104EVBGEUREVERBRIDGE INC$8.9M0.02%331,462CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$8.9M0.02%256,793CommonSOLE
067806109BUSDBARNES GROUP INC$8.9M0.02%210,146CommonSOLE
17273K109CIRCOR INTL INC$8.8M0.02%155,563CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$8.6M0.02%152,656CommonSOLE
922417100VECOVEECO INSTRS INC DEL$8.6M0.02%333,262CommonSOLE
87807B107TRPTC ENERGY CORP$8.5M0.02%211,346CommonSOLE
171604101CHUYUSDCHUYS HLDGS INC$8.5M0.02%209,071CommonSOLE
13123X508CPE*CALLON PETE CO DEL$8.4M0.02%239,942CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$8.3M0.02%104,347CommonSOLE
000361105AIRAAR CORP$8.1M0.02%139,490CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$8.0M0.02%252,933CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$8.0M0.02%65,800CommonSOLE
50187T106LGIHLGI HOMES INC$8.0M0.02%59,101CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$7.9M0.02%752,711CommonSOLE
264147109DCODUCOMMUN INC DEL$7.9M0.02%180,463CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$7.8M0.02%260,779CommonSOLE
607828100MODMODINE MFG CO$7.7M0.02%233,864CommonSOLE
824889109SCVLSHOE CARNIVAL INC$7.7M0.02%327,795CommonSOLE
896522109TRNTRINITY INDS INC$7.6M0.02%295,851CommonSOLE
346375108FORMFORMFACTOR INC$7.6M0.02%221,161CommonSOLE
05478C105AZEKAZEK CO INC$7.5M0.02%248,920CommonSOLE
G3323L100FNFABRINET$7.5M0.02%57,708CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$7.5M0.02%59,314CommonSOLE
680223104ORIOLD REP INTL CORP$7.5M0.02%296,430CommonSOLE
477143101JBLUJETBLUE AWYS CORP$7.4M0.02%840,522CommonSOLE
447011107HUNHUNTSMAN CORP$7.4M0.02%275,101CommonSOLE
71943U104DOCUSDPHYSICIANS RLTY TR$7.4M0.02%529,458CommonSOLE
29977A105EVREVERCORE INC$7.4M0.02%59,892CommonSOLE
556269108SHOOMADDEN STEVEN LTD$7.4M0.02%224,860CommonSOLE
231561101CWCURTISS WRIGHT CORP$7.3M0.02%39,830CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$7.3M0.02%367,741CommonSOLE
405552100HLNHALEON PLC$7.3M0.02%870,646CommonSOLE
889478103TOLTOLL BROTHERS INC$7.3M0.02%92,148CommonSOLE
428291108HXLHEXCEL CORP NEW$7.2M0.02%95,157CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$7.2M0.02%120,681CommonSOLE
92242T101VVXV2X INC$7.1M0.02%142,775CommonSOLE
24869P104DENNDENNYS CORP$7.0M0.02%568,015CommonSOLE
904677200UFIUNIFI INC$7.0M0.02%865,218CommonSOLE
023436108AMEDAMEDISYS INC$6.9M0.02%75,606CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$6.9M0.02%3,140,016CommonSOLE
81211K100SDASEALED AIR CORP NEW$6.9M0.02%172,434CommonSOLE
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502160104LXULSB INDS INC$6.9M0.02%698,045CommonSOLE
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046224101ASTEASTEC INDS INC$6.8M0.02%149,053CommonSOLE
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199333105CMCOCOLUMBUS MCKINNON CORP N Y$6.8M0.02%166,579CommonSOLE
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404030108HEESEURH & E EQUIPMENT SERVICES INC$6.7M0.02%145,913CommonSOLE
156504300CCSCENTURY CMNTYS INC$6.7M0.02%87,003CommonSOLE
228903100AORTARTIVION INC$6.6M0.02%383,382CommonSOLE
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254423106DINDINE BRANDS GLOBAL INC$6.5M0.02%112,010CommonSOLE
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465562106ITUBITAU UNIBANCO HLDG S A$6.4M0.02%1,087,349CommonSOLE
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53115L104LBRTLIBERTY ENERGY INC$2.8M0.01%208,411CommonSOLE
05580M108RILYB. RILEY FINANCIAL INC$2.8M0.01%59,865CommonSOLE
65290C105NEXTIER OILFIELD SOLUTIONS$2.7M0.01%305,610CommonSOLE
67011P100DNOWNOW INC$2.7M0.01%261,129CommonSOLE
92858V101VZIOEURVIZIO HLDG CORP$2.7M0.01%393,050CommonSOLE
006739106ADUSADDUS HOMECARE CORP$2.7M0.01%28,609CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$2.6M0.01%217,466CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$2.6M0.01%81,362CommonSOLE
205826209CMTLCOMTECH TELECOMMUNICATIONS C$2.6M0.01%286,679CommonSOLE
G54950103LINLINDE PLC$2.6M0.01%6,853CommonSOLE
91336L107UNIVAR SOLUTIONS INC$2.6M0.01%71,957CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$2.6M0.01%370,783CommonSOLE
G17766109CMBMFCAMBIUM NETWORKS CORP$2.5M0.01%167,222CommonSOLE
886885102TLYSTILLYS INC$2.5M0.01%361,278CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$2.5M0.01%341,358CommonSOLE
69336V101PGTIUSDPGT INNOVATIONS INC$2.4M0.01%83,890CommonSOLE
004397105ARAYACCURAY INC$2.4M0.01%631,447CommonSOLE
50216C108LYTSLSI INDS INC OHIO$2.3M0.01%184,837CommonSOLE
74880P104QIPTQUIPT HOME MEDICAL CORP$2.3M0.01%432,835CommonSOLE
03062T105CRMTAMERICAS CAR-MART INC$2.3M0.01%22,927CommonSOLE
69325Q105PEWPCTEL INC$2.2M0.01%468,355CommonSOLE
516548203LTRXLANTRONIX INC$2.2M0.01%530,705CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$2.2M0.01%80,501CommonSOLE
875465106SKTTANGER FACTORY OUTLET CTRS I$2.2M0.01%100,604CommonSOLE
00938A104AIRGAIRGAIN INC$2.2M0.01%406,577CommonSOLE
30041T104MRAMEVERSPIN TECHNOLOGIES INC$2.2M0.01%237,331CommonSOLE
423452101HPHELMERICH & PAYNE INC$2.2M0.01%61,012CommonSOLE
23291C103BOOMDMC GLOBAL INC$2.2M0.01%121,398CommonSOLE
554382101MACMACERICH CO$2.1M0.01%189,933CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$2.1M0.01%25,483CommonSOLE
210751103TCSUSDCONTAINER STORE GROUP INC$2.1M0.01%673,472CommonSOLE
680033107ONBOLD NATL BANCORP IND$2.1M0.01%149,787CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$2.0M0.01%302,492CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$2.0M0.01%190,030CommonSOLE
700666100PKOHPARK-OHIO HLDGS CORP$2.0M0.01%106,559CommonSOLE
749660106RESRPC INC$2.0M0.01%281,499CommonSOLE
74836W203QRHCQUEST RESOURCE HLDG CORP$2.0M0.01%306,236CommonSOLE
83303Y105SNAP ONE HOLDINGS CORP$2.0M0.01%169,484CommonSOLE
84920Y106SPWHSPORTSMANS WHSE HLDGS INC$1.9M0.00%341,210CommonSOLE
18270P109CLARCLARUS CORP NEW$1.9M0.00%208,241CommonSOLE
46564T107ITIEURITERIS INC NEW$1.8M0.00%460,280CommonSOLE
75629F109RAHSOCIETAL CDMO INC$1.8M0.00%1,651,699CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$1.8M0.00%56,197CommonSOLE
095306106BLBDBLUE BIRD CORP$1.8M0.00%77,860CommonSOLE
758932107REGIS CORP MINN$1.7M0.00%1,576,165CommonSOLE
68628V308ORNORION GROUP HLDGS INC$1.6M0.00%569,283CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.6M0.00%7,297CommonSOLE
65540B105NDLSUSDNOODLES & CO$1.5M0.00%452,191CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$1.5M0.00%8,198CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$1.5M0.00%117,020CommonSOLE
868168105SSUPSUPERIOR INDS INTL INC$1.5M0.00%410,947CommonSOLE
91544A109UPLDUPLAND SOFTWARE INC$1.5M0.00%404,935CommonSOLE
488401100KMPRKEMPER CORP$1.4M0.00%30,010CommonSOLE
83193G107SMRTSMARTRENT INC$1.4M0.00%372,998CommonSOLE
16208T102CLDTCHATHAM LODGING TR$1.4M0.00%151,970CommonSOLE
563420108MANITEX INTL INC$1.4M0.00%258,823CommonSOLE
750491102RDNTRADNET INC$1.4M0.00%42,648CommonSOLE
88677Q109TTS1EURTILE SHOP HLDGS INC$1.4M0.00%244,534CommonSOLE
64131A105STIMNEURONETICS INC$1.2M0.00%580,175CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$1.2M0.00%96,787CommonSOLE
56624R108MCHXMARCHEX INC$1.2M0.00%552,875CommonSOLE
75601G109THE REAL GOOD FOOD COMPANY I$1.1M0.00%326,461CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$1.1M0.00%87,128CommonSOLE
44934S206ICADUSDICAD INC$1.1M0.00%669,136CommonSOLE
M22013102CRNTCERAGON NETWORKS LTD$1.1M0.00%509,215CommonSOLE
42225T107HCATHEALTH CATALYST INC$1.0M0.00%82,123CommonSOLE
651718504NPKINEWPARK RES INC$951,2480.00%181,883CommonSOLE
87157B103SYNCHRONOSS TECHNOLOGIES INC$906,2750.00%975,433CommonSOLE
415864107NVRIENVIRI CORP$859,1440.00%87,046CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$833,1660.00%2,700CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$774,9070.00%8,194CommonSOLE
526107107LIILENNOX INTL INC$664,8570.00%2,039CommonSOLE
128126109CAMPEURCALAMP CORP$643,4430.00%607,022CommonSOLE
682189105ONON SEMICONDUCTOR CORP$639,6440.00%6,763CommonSOLE
36165A102JOBGEE GROUP INC$629,3350.00%1,228,451CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$616,1950.00%10,229CommonSOLE
686275108OESXUSDORION ENERGY SYS INC$596,6350.00%366,034CommonSOLE
03852U106ARMKARAMARK$572,7370.00%13,304CommonSOLE
147528103CASYCASEYS GEN STORES INC$561,1680.00%2,301CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$553,7170.00%3,803CommonSOLE
171779309CIENCIENA CORP$531,7630.00%12,515CommonSOLE
260003108DOVDOVER CORP$528,1440.00%3,577CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$515,9960.00%3,671CommonSOLE
257651109DCIDONALDSON INC$489,8910.00%7,837CommonSOLE
983793100XPOXPO INC$476,5430.00%8,077CommonSOLE
464287655IWMISHARES TR$466,4920.00%2,500CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$462,6570.00%5,813CommonSOLE
403949100DINOHF SINCLAIR CORP$450,8290.00%10,106CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$440,9550.00%26,310CommonSOLE
45687V106IRINGERSOLL RAND INC$349,3490.00%5,345CommonSOLE
960413102WLKWESTLAKE CORPORATION$342,6400.00%2,868CommonSOLE
00191G103ARC DOCUMENT SOLUTIONS INC$328,6360.00%101,431CommonSOLE
255519100DXYNDIXIE GROUP INC$327,0550.00%245,906CommonSOLE
65343C102NEXTGEN HEALTHCARE INC$324,4000.00%20,000CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$307,4710.00%2,963CommonSOLE
05352A100AVTRAVANTOR INC$306,1490.00%14,905CommonSOLE
16679L109CHWYCHEWY INC$287,4210.00%7,282CommonSOLE
77311W101RKTROCKET COS INC$281,2100.00%31,385CommonSOLE
714046109RVTYREVVITY INC$266,8020.00%2,246CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$246,5190.00%6,954CommonSOLE
G02602103DOXAMDOCS LTD$227,6510.00%2,303CommonSOLE
91879Q109MTNVAIL RESORTS INC$223,8140.00%889CommonSOLE
136375102CNICANADIAN NATL RY CO$188,0300.00%1,553CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$186,7990.00%806CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$185,5220.00%505CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$173,4670.00%2,148CommonSOLE
29362U104ENTGENTEGRIS INC$164,7900.00%1,487CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$136,1360.00%258CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$125,4360.00%826CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$117,1980.00%821CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$113,6440.00%7,125CommonSOLE
29444U700EQIXEQUINIX INC$97,2090.00%124CommonSOLE
464285204IAUISHARES GOLD TR$86,0250.00%2,390CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$84,3980.00%567CommonSOLE
718546104PSXPHILLIPS 66$80,9780.00%849CommonSOLE
Y2573F102FLEXFLEX LTD$80,2110.00%2,902CommonSOLE
194014502ENOVENOVIS CORPORATION$76,2390.00%1,189CommonSOLE
090572207BIOBIO RAD LABS INC$72,4120.00%191CommonSOLE
26875P101EOGEOG RES INC$67,0620.00%586CommonSOLE
M53213100ICLICL GROUP LTD$63,5730.00%11,601CommonSOLE
88146M101TRNOTERRENO RLTY CORP$50,0630.00%833CommonSOLE
058498106BALLBALL CORP$38,7100.00%665CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$29,3790.00%2,253CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$9,4350.00%106CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8,8660.00%26CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.