MondegarAI
First Eagle Investment Management, LLC

Q2 2025 · 13F-HR

First Eagle Investment Management, LLCholdings as filed

Filed 2025-08-06 · accession 0001325447-25-000033

$50.93B
Reported value
392
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$2.46B4.83%3,332,941CommonSOLE
68389X105ORCLORACLE CORP$2.44B4.79%11,148,566CommonSOLE
453038408IMOIMPERIAL OIL LTD$1.63B3.20%20,491,197CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.63B3.19%18,096,257CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.61B3.17%4,209,857CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.52B2.98%6,693,025CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.51B2.97%8,786,190CommonSOLE
02079K107GOOGALPHABET INC$1.33B2.62%7,511,577CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.32B2.58%4,293,549CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.30B2.55%7,132,119CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$1.29B2.53%12,512,881CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.28B2.52%35,905,236CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.24B2.44%3,200,146CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.14B2.25%12,552,364CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$1.02B1.99%10,585,623CommonSOLE
651639106NEMNEWMONT CORP$997.5M1.96%17,121,534CommonSOLE
464288513HYGISHARES TR$967.8M1.90%12,000,000PUTSOLE
806857108SLBSCHLUMBERGER LTD$930.5M1.83%27,530,992CommonSOLE
79466L302CRMSALESFORCE INC$876.8M1.72%3,215,329CommonSOLE
G5960L103MDTMEDTRONIC PLC$848.4M1.67%9,732,218CommonSOLE
30231G102XOMEXXON MOBIL CORP$840.1M1.65%7,793,152CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$837.0M1.64%4,620,378CommonSOLE
06849F108BBARRICK MNG CORP$822.1M1.61%39,483,961CommonSOLE
02319V103ABEVAMBEV SA$816.2M1.60%338,661,869CommonSOLE
882508104TXNTEXAS INSTRS INC$803.8M1.58%3,871,517CommonSOLE
67077M108NTRNUTRIEN LTD$772.7M1.52%13,268,229CommonSOLE
78463V107GLDSPDR GOLD TR$746.5M1.47%2,464,780CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$717.5M1.41%6,279,825CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$715.5M1.40%7,871,222CommonSOLE
256677105DGDOLLAR GEN CORP NEW$683.5M1.34%5,975,918CommonSOLE
693506107PPGPPG INDS INC$632.5M1.24%5,560,280CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$628.4M1.23%5,271,369CommonSOLE
29476L107EQREQUITY RESIDENTIAL$620.5M1.22%9,194,561CommonSOLE
025816109AXPAMERICAN EXPRESS CO$616.3M1.21%1,931,940CommonSOLE
090572207BIOBIO RAD LABS INC$607.5M1.19%2,517,313CommonSOLE
780287108RGLDROYAL GOLD INC$594.6M1.17%3,343,634CommonSOLE
02079K305GOOGLALPHABET INC$578.1M1.14%3,280,631CommonSOLE
032654105ADIANALOG DEVICES INC$534.3M1.05%2,244,833CommonSOLE
351858105FNVFRANCO NEV CORP$526.1M1.03%3,202,237CommonSOLE
682680103OKEONEOK INC NEW$510.7M1.00%6,256,173CommonSOLE
231021106CMICUMMINS INC$498.8M0.98%1,523,048CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$473.0M0.93%649CommonSOLE
62955J103NOVNOV INC$467.0M0.92%37,572,394CommonSOLE
254687106DISDISNEY WALT CO$424.5M0.83%3,423,309CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$400.2M0.79%5,441,094CommonSOLE
902973304USBUS BANCORP DEL$396.6M0.78%8,764,371CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$363.4M0.71%14,144,971CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$338.7M0.67%6,042,327CommonSOLE
G65431127NENOBLE CORP PLC$323.0M0.63%12,166,096CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$308.4M0.61%754,426CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$306.7M0.60%4,467,111CommonSOLE
594918104MSFTMICROSOFT CORP$271.1M0.53%544,978CommonSOLE
244199105DEDEERE & CO$260.7M0.51%512,633CommonSOLE
101121101BXPBXP INC$238.8M0.47%3,539,982CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$233.5M0.46%1,583,614CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$225.4M0.44%14,193,858CommonSOLE
204429104CCUCOMPANIA CERVECERIAS UNIDAS$205.3M0.40%15,891,620CommonSOLE
34354P105FLSFLOWSERVE CORP$204.7M0.40%3,909,570CommonSOLE
142339100CSLCARLISLE COS INC$200.7M0.39%537,448CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$196.0M0.38%13,030,644CommonSOLE
496902404KGCKINROSS GOLD CORP$184.8M0.36%11,825,153CommonSOLE
778296103ROSTROSS STORES INC$183.3M0.36%1,436,374CommonSOLE
011532108AGIALAMOS GOLD INC NEW$166.1M0.33%6,241,116CommonSOLE
55903Q104MQ8MAG SILVER CORP$165.8M0.33%7,799,692CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$130.7M0.26%600,000CommonSOLE
500754106KHCKRAFT HEINZ CO$102.6M0.20%3,974,279CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$93.6M0.18%2,054,211CommonSOLE
38059T106GFIGOLD FIELDS LTD$84.8M0.17%3,582,235CommonSOLE
68634K106ORLAORLA MNG LTD NEW$68.9M0.14%6,852,706CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$57.4M0.11%1,852,080CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$53.2M0.10%1,124,502CommonSOLE
66987E206NGNOVAGOLD RES INC$48.3M0.09%11,805,442CommonSOLE
11777Q209BTGB2GOLD CORP$46.5M0.09%12,856,490CommonSOLE
780259305SHELSHELL PLC$42.8M0.08%608,425CommonSOLE
78468R663BILSPDR SERIES TRUST$40.1M0.08%437,200CommonSOLE
904767704UNILEVER PLC$38.9M0.08%635,155CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$35.9M0.07%371,596CommonSOLE
749685103RPMRPM INTL INC$31.6M0.06%288,063CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$29.8M0.06%24,541CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$29.0M0.06%6,816,161CommonSOLE
405552100HLNHALEON PLC$28.9M0.06%2,783,907CommonSOLE
124765108CAECAE INC$27.6M0.05%940,907CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$24.3M0.05%20,691CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$22.3M0.04%546,069CommonSOLE
G87052109TELTE CONNECTIVITY PLC$21.0M0.04%124,586CommonSOLE
G3323L100FNFABRINET$18.9M0.04%64,254CommonSOLE
437076102HDHOME DEPOT INC$18.3M0.04%49,937CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$18.2M0.04%789,230CommonSOLE
264147109DCODUCOMMUN INC DEL$18.0M0.04%217,888CommonSOLE
192108504CDECOEUR MNG INC$17.7M0.03%1,994,230CommonSOLE
80105N105SNYSANOFI$17.2M0.03%355,667CommonSOLE
384556106GHMGRAHAM CORP$17.2M0.03%346,673CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$17.0M0.03%601,478CommonSOLE
007973100AEISADVANCED ENERGY INDS$15.9M0.03%119,883CommonSOLE
534187109LNCLINCOLN NATL CORP IND$15.9M0.03%458,650CommonSOLE
45774W108IIININSTEEL INDS INC$15.6M0.03%417,954CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$15.4M0.03%2,266,228CommonSOLE
267475101DYDYCOM INDS INC$15.3M0.03%62,455CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$15.1M0.03%675,175CommonSOLE
55955D100MGNIMAGNITE INC$14.9M0.03%618,119CommonSOLE
88830R101TITNTITAN MACHY INC$14.8M0.03%747,563CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$14.3M0.03%137,362CommonSOLE
46121Y201IPIINTREPID POTASH INC$14.2M0.03%398,174CommonSOLE
00912X302ALAIR LEASE CORP$14.1M0.03%240,377CommonSOLE
546347105LPXLOUISIANA PAC CORP$13.9M0.03%161,431CommonSOLE
678026105OISOIL STS INTL INC$13.9M0.03%2,588,396CommonSOLE
502160104LXULSB INDS INC$13.8M0.03%1,765,601CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$13.7M0.03%403,976CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$13.6M0.03%221,701CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$13.5M0.03%1,935,586CommonSOLE
576485205MTDRMATADOR RES CO$13.5M0.03%282,290CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$13.4M0.03%842,500CommonSOLE
95082P105WCCWESCO INTL INC$13.3M0.03%72,008CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$13.1M0.03%804,035CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$13.1M0.03%568,102CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$13.1M0.03%281,063CommonSOLE
488401100KMPRKEMPER CORP$12.9M0.03%200,331CommonSOLE
228903100AORTARTIVION INC$12.9M0.03%415,015CommonSOLE
201723103CMCCOMMERCIAL METALS CO$12.8M0.03%261,279CommonSOLE
70805E109PNTGPENNANT GROUP INC$12.7M0.03%426,848CommonSOLE
93403J106WRBYWARBY PARKER INC$12.3M0.02%561,144CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$12.3M0.02%68,078CommonSOLE
046224101ASTEASTEC INDS INC$12.2M0.02%292,050CommonSOLE
73754Y100PTBPOTBELLY CORP$12.1M0.02%989,028CommonSOLE
483007704KALUKAISER ALUMINUM CORP$12.1M0.02%151,232CommonSOLE
680033107ONBOLD NATL BANCORP IND$12.0M0.02%562,798CommonSOLE
03076K108ABCBAMERIS BANCORP$11.7M0.02%181,558CommonSOLE
74874Q100QNSTQUINSTREET INC$11.7M0.02%725,874CommonSOLE
552848103MTGMGIC INVT CORP WIS$11.7M0.02%419,160CommonSOLE
02361E108AMRCAMERESCO INC$11.5M0.02%753,807CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$11.4M0.02%414,493CommonSOLE
422704106HLHECLA MNG CO$11.4M0.02%1,906,228CommonSOLE
G9456A100GLNGGOLAR LNG LTD$11.4M0.02%276,272CommonSOLE
039653100ACAARCOSA INC$11.3M0.02%130,480CommonSOLE
629209305NMIHNMI HLDGS INC$11.3M0.02%267,119CommonSOLE
42222N103HSTMHEALTHSTREAM INC$11.2M0.02%406,498CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.2M0.02%35,893CommonSOLE
69318G106PBFPBF ENERGY INC$11.0M0.02%507,417CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$11.0M0.02%146,200CommonSOLE
680223104ORIOLD REP INTL CORP$11.0M0.02%285,374CommonSOLE
29355X107NPOENPRO INC$10.9M0.02%57,069CommonSOLE
56146T103MAMAMAMAS CREATIONS INC$10.9M0.02%1,315,914CommonSOLE
92847W103VITLVITAL FARMS INC$10.9M0.02%283,479CommonSOLE
71377E105PFMTUSDPERFORMANT HEALTHCARE INC$10.8M0.02%2,704,255CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$10.7M0.02%1,738,171CommonSOLE
896522109TRNTRINITY INDS INC$10.6M0.02%394,192CommonSOLE
451107106IDAIDACORP INC$10.6M0.02%91,953CommonSOLE
457187102INGRINGREDION INC$10.5M0.02%77,550CommonSOLE
947890109WBSWEBSTER FINL CORP$10.5M0.02%191,874CommonSOLE
346232101FORFORESTAR GROUP INC$10.4M0.02%520,269CommonSOLE
163086101CHEFCHEFS WHSE INC$10.3M0.02%161,913CommonSOLE
05465C100AXAXOS FINANCIAL INC$10.3M0.02%135,172CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$10.2M0.02%1,133,607CommonSOLE
966084204WSRWHITESTONE REIT$10.1M0.02%811,040CommonSOLE
903002103UMHUMH PPTYS INC$10.0M0.02%594,019CommonSOLE
563571405MTWMANITOWOC CO INC$9.8M0.02%818,823CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$9.8M0.02%349,111CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$9.8M0.02%689,545CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$9.7M0.02%183,372CommonSOLE
156504300CCSCENTURY CMNTYS INC$9.7M0.02%172,547CommonSOLE
346375108FORMFORMFACTOR INC$9.7M0.02%281,444CommonSOLE
171779309CIENCIENA CORP$9.6M0.02%118,349CommonSOLE
077454106BDCBELDEN INC$9.5M0.02%82,338CommonSOLE
750236101RDNRADIAN GROUP INC$9.4M0.02%261,061CommonSOLE
Y2106R110LPGDORIAN LPG LTD$9.4M0.02%385,425CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$9.3M0.02%94,015CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.2M0.02%18,876CommonSOLE
05366Y201AVNWAVIAT NETWORKS INC$9.1M0.02%378,549CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$9.0M0.02%598,848CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$9.0M0.02%1,103,442CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$9.0M0.02%112,216CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$8.7M0.02%225,079CommonSOLE
75960P104RELYREMITLY GLOBAL INC$8.6M0.02%460,516CommonSOLE
61945C103MOSMOSAIC CO NEW$8.6M0.02%236,925CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$8.4M0.02%329,208CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$8.2M0.02%209,968CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$8.1M0.02%360,139CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$8.1M0.02%776,455CommonSOLE
896215209TRSTRIMAS CORP$8.0M0.02%281,306CommonSOLE
918090101UTZUTZ BRANDS INC$8.0M0.02%640,530CommonSOLE
268603107LOCOEL POLLO LOCO HLDGS INC$8.0M0.02%726,393CommonSOLE
092113109BKHBLACK HILLS CORP$8.0M0.02%142,461CommonSOLE
24869P104DENNDENNYS CORP$8.0M0.02%1,949,248CommonSOLE
635309206NCMINATIONAL CINEMEDIA INC$8.0M0.02%1,644,447CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$8.0M0.02%790,300CommonSOLE
919794107VLYVALLEY NATL BANCORP$7.9M0.02%883,800CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$7.9M0.02%406,078CommonSOLE
02081G201ATECALPHATEC HLDGS INC$7.9M0.02%708,437CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$7.8M0.02%120,309CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$7.8M0.02%124,058CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$7.8M0.02%570,648CommonSOLE
63886Q109NGSNATURAL GAS SVCS GROUP INC$7.7M0.02%299,239CommonSOLE
477839104JBTMJBT MAREL CORPORATION$7.7M0.02%63,923CommonSOLE
G33856108GSMFERROGLOBE PLC$7.6M0.01%2,065,772CommonSOLE
922417100VECOVEECO INSTRS INC DEL$7.6M0.01%371,881CommonSOLE
046433108ATROASTRONICS CORP$7.4M0.01%222,326CommonSOLE
14167L103CDNACAREDX INC$7.4M0.01%379,023CommonSOLE
37364X109GEOSGEOSPACE TECHNOLOGIES CORP$7.3M0.01%509,364CommonSOLE
68235P108OGSONE GAS INC$7.3M0.01%101,014CommonSOLE
626717102MURMURPHY OIL CORP$7.2M0.01%321,500CommonSOLE
053807103AVTAVNET INC$7.2M0.01%136,045CommonSOLE
14575E105CARSCARS COM INC$7.2M0.01%607,143CommonSOLE
886029206THRYTHRYV HLDGS INC$7.1M0.01%585,316CommonSOLE
801056102SANMSANMINA CORPORATION$7.1M0.01%72,572CommonSOLE
030506109AMWDAMERICAN WOODMARK CORPORATIO$7.1M0.01%132,300CommonSOLE
30041R108EVEREVERQUOTE INC$7.0M0.01%291,457CommonSOLE
25243Q205DEODIAGEO PLC$7.0M0.01%69,859CommonSOLE
25432X102DCOMDIME CMNTY BANCSHARES INC$7.0M0.01%260,044CommonSOLE
78454L100SMSM ENERGY CO$6.9M0.01%280,303CommonSOLE
700666100PKOHPARK-OHIO HLDGS CORP$6.9M0.01%386,025CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$6.9M0.01%729,636CommonSOLE
576853105MTRXMATRIX SVC CO$6.9M0.01%509,194CommonSOLE
62945V109NVEEUSDNV5 GLOBAL INC$6.8M0.01%295,200CommonSOLE
73642K106PTLOPORTILLOS INC$6.7M0.01%577,850CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$6.7M0.01%77,253CommonSOLE
825704109SIBNSI-BONE INC$6.7M0.01%354,538CommonSOLE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$6.7M0.01%324,259CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$6.5M0.01%23,679CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$6.5M0.01%428,948CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$6.4M0.01%1,261,840CommonSOLE
85208T107CXMSPRINKLR INC$6.4M0.01%755,728CommonSOLE
88830M102TWITITAN INTL INC ILL$6.4M0.01%620,251CommonSOLE
05637B105BLZEBACKBLAZE INC$6.4M0.01%1,157,390CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$6.3M0.01%129,431CommonSOLE
92835K103VPGVISHAY PRECISION GROUP INC$6.3M0.01%223,642CommonSOLE
413160102HLITHARMONIC INC$6.3M0.01%661,376CommonSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC$6.3M0.01%1,210,966CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$6.2M0.01%221,661CommonSOLE
253798102DGIIDIGI INTL INC$6.2M0.01%176,909CommonSOLE
G8232Y101PENGUIN SOLUTIONS INC$6.1M0.01%308,744CommonSOLE
156431108CENXCENTURY ALUM CO$6.1M0.01%338,056CommonSOLE
567908108HZOMARINEMAX INC$6.0M0.01%240,235CommonSOLE
808541106MATVMATIV HOLDINGS INC$6.0M0.01%879,890CommonSOLE
G4740B105ICHRICHOR HOLDINGS$6.0M0.01%305,172CommonSOLE
713448108PEPPEPSICO INC$6.0M0.01%45,127CommonSOLE
747619104NXQUANEX BLDG PRODS CORP$5.9M0.01%313,068CommonSOLE
824889109SCVLSHOE CARNIVAL INC$5.9M0.01%314,384CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$5.9M0.01%99,717CommonSOLE
78413P101SMHISEACOR MARINE HLDGS INC$5.8M0.01%1,137,894CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC$5.7M0.01%910,371CommonSOLE
578605107MECMAYVILLE ENGR CO INC$5.7M0.01%354,075CommonSOLE
875465106SKTTANGER INC$5.6M0.01%181,504CommonSOLE
830830105SKYCHAMPION HOMES INC$5.5M0.01%88,482CommonSOLE
G5698W116LXFRLUXFER HLDGS PLC$5.5M0.01%449,056CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$5.5M0.01%208,048CommonSOLE
092667104SRTABLADE AIR MOBILITY INC$5.5M0.01%1,353,620CommonSOLE
89455T109TMCITREACE MED CONCEPTS INC$5.3M0.01%908,029CommonSOLE
00773T101ASIXADVANSIX INC$5.3M0.01%222,024CommonSOLE
50216C108LYTSLSI INDS INC OHIO$5.3M0.01%309,922CommonSOLE
671044105OSISOSI SYSTEMS INC$5.2M0.01%23,200CommonSOLE
18538R103CLWCLEARWATER PAPER CORP$5.2M0.01%189,558CommonSOLE
64115T104NTCTNETSCOUT SYS INC$5.1M0.01%206,202CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$5.1M0.01%73,000CommonSOLE
02128L106ALTGALTA EQUIPMENT GROUP INC$5.0M0.01%792,103CommonSOLE
74982T103RXORXO INC$5.0M0.01%317,975CommonSOLE
60786M105MCMOELIS & CO$5.0M0.01%79,551CommonSOLE
887389104TKRTIMKEN CO$4.9M0.01%67,500CommonSOLE
610236101MNROMONRO INC$4.8M0.01%319,500CommonSOLE
918284100VSECVSE CORP$4.7M0.01%35,672CommonSOLE
83207R107SDHCSMITH DOUGLAS HOMES CORP$4.7M0.01%240,382CommonSOLE
87427V103TALKTALKSPACE INC$4.5M0.01%1,601,130CommonSOLE
98585X104YETIYETI HLDGS INC$4.4M0.01%139,200CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$4.2M0.01%810,667CommonSOLE
461147100INTTINTEST CORP$4.2M0.01%579,834CommonSOLE
762544104RBBNRIBBON COMMUNICATIONS INC$4.1M0.01%1,025,914CommonSOLE
479167108JOUTJOHNSON OUTDOORS INC$4.0M0.01%133,047CommonSOLE
98888T107ZIMVZIMVIE INC$4.0M0.01%429,873CommonSOLE
L0175J138ASPSALTISOURCE PORTFOLIO SOLUTIO$4.0M0.01%469,880CommonSOLE
192576106COHUCOHU INC$4.0M0.01%205,327CommonSOLE
52661A108DRSLEONARDO DRS INC$3.9M0.01%84,685CommonSOLE
G97822103PRGOPERRIGO CO PLC$3.9M0.01%145,905CommonSOLE
31188V100FSLYFASTLY INC$3.8M0.01%541,173CommonSOLE
511795106LAKELAKELAND INDS INC$3.8M0.01%278,756CommonSOLE
29082K105EMBCEMBECTA CORP$3.8M0.01%389,994CommonSOLE
556269108SHOOMADDEN STEVEN LTD$3.8M0.01%156,892CommonSOLE
74317M104PALPROFICIENT AUTO LOGISTICS IN$3.7M0.01%516,473CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$3.7M0.01%72,999CommonSOLE
91879Q109MTNVAIL RESORTS INC$3.7M0.01%23,769CommonSOLE
25961D105DOUGDOUGLAS ELLIMAN INC$3.7M0.01%1,597,367CommonSOLE
554382101MACMACERICH CO$3.7M0.01%226,510CommonSOLE
82728C102SVCOSILVACO GROUP INC$3.7M0.01%774,438CommonSOLE
000361105AIRAAR CORP$3.6M0.01%52,870CommonSOLE
032332504ASYSAMTECH SYS INC$3.6M0.01%800,382CommonSOLE
651718504NPKINPK INTERNATIONAL INC$3.5M0.01%417,121CommonSOLE
500688106KOSKOSMOS ENERGY LTD$3.5M0.01%2,049,091CommonSOLE
64111Q104NTGRNETGEAR INC$3.4M0.01%117,893CommonSOLE
8676EP108STKLSUNOPTA INC$3.4M0.01%586,750CommonSOLE
68280L101ONEWONEWATER MARINE INC$3.4M0.01%251,048CommonSOLE
439038100HOFTHOOKER FURNISHINGS CORPORATI$3.4M0.01%317,414CommonSOLE
74340E103PGNYPROGYNY INC$3.3M0.01%151,700CommonSOLE
18270P109CLARCLARUS CORP NEW$3.3M0.01%957,475CommonSOLE
67011P100DNOWDNOW INC$3.3M0.01%222,434CommonSOLE
B9151N105TTAMTITAN AMER SA$3.2M0.01%256,310CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$3.2M0.01%518,801CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$3.1M0.01%455,344CommonSOLE
825698103SPARUSDSHYFT GROUP INC$3.1M0.01%248,912CommonSOLE
00081T108ACCOACCO BRANDS CORP$3.1M0.01%863,769CommonSOLE
863182101STRWSTRAWBERRY FIELDS REIT INC$3.1M0.01%291,122CommonSOLE
458665304TILEINTERFACE INC$3.0M0.01%145,543CommonSOLE
03475V101ANGOANGIODYNAMICS INC$3.0M0.01%305,335CommonSOLE
82846H405QXOQXO INC$3.0M0.01%140,445CommonSOLE
750491102RDNTRADNET INC$3.0M0.01%52,043CommonSOLE
277461406KODKEASTMAN KODAK CO$2.8M0.01%503,216CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$2.8M0.01%464,133CommonSOLE
23204X103CTOSCUSTOM TRUCK ONE SOURCE INC$2.8M0.01%558,353CommonSOLE
50105F105KROKRONOS WORLDWIDE INC$2.7M0.01%433,047CommonSOLE
206704108BBCPCONCRETE PUMPING HLDGS INC$2.6M0.01%419,905CommonSOLE
00175J107POWWOUTDOOR HOLDING CO$2.5M0.00%1,919,370CommonSOLE
855244109SBUXSTARBUCKS CORP$2.4M0.00%25,998CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$2.3M0.00%364,258CommonSOLE
44934S206ICADUSDICAD INC$2.2M0.00%578,942CommonSOLE
00938A104AIRGAIRGAIN INC$2.2M0.00%522,230CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.1M0.00%7,297CommonSOLE
G7997W102SDRLSEADRILL LTD$2.1M0.00%80,613CommonSOLE
174740100CIACITIZENS INC$2.1M0.00%598,750CommonSOLE
05463X106AXGNAXOGEN INC$1.9M0.00%177,955CommonSOLE
639027101NATRNATURES SUNSHINE PRODS INC$1.9M0.00%130,000CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$1.9M0.00%221,581CommonSOLE
65443P102MASS908 DEVICES INC$1.9M0.00%267,378CommonSOLE
88677Q109TTS1EURTILE SHOP HLDGS INC$1.9M0.00%295,172CommonSOLE
04649U102ASURASURE SOFTWARE INC$1.8M0.00%185,046CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.7M0.00%9,927CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.7M0.00%9,977CommonSOLE
749660106RESRPC INC$1.6M0.00%328,149CommonSOLE
M22013102CRNTCERAGON NETWORKS LTD$1.5M0.00%590,860CommonSOLE
29977A105EVREVERCORE INC$1.4M0.00%5,342CommonSOLE
302492103FLYWFLYWIRE CORPORATION$1.4M0.00%116,489CommonSOLE
74762E102QUREQUANTA SVCS INC$1.4M0.00%3,586CommonSOLE
M84137104SMWBSIMILARWEB LTD$1.3M0.00%169,505CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$1.3M0.00%10,888CommonSOLE
16115Q308GTLSCHART INDS INC$1.2M0.00%7,523CommonSOLE
Y2573F102FLEXFLEX LTD$1.2M0.00%23,705CommonSOLE
75526L878FEOERBB FUND TRUST$1.2M0.00%27,780CommonSOLE
913483103UEICUNIVERSAL ELECTRS INC$1.2M0.00%174,936CommonSOLE
34988V106FOSLFOSSIL GROUP INC$1.1M0.00%761,226CommonSOLE
75526L886FEGERBB FUND TRUST$1.1M0.00%27,635CommonSOLE
368736104GNRCGENERAC HLDGS INC$1.1M0.00%7,679CommonSOLE
231561101CWCURTISS WRIGHT CORP$1.1M0.00%2,200CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.1M0.00%5,726CommonSOLE
482738101KVHIKVH INDS INC$1.0M0.00%196,344CommonSOLE
260003108DOVDOVER CORP$1.0M0.00%5,687CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.0M0.00%5,697CommonSOLE
43538H103HLLYHOLLEY INC$950,5940.00%475,297CommonSOLE
19247G107COHRCOHERENT CORP$946,3390.00%10,608CommonSOLE
77311W101RKTROCKET COS INC$946,0330.00%66,716CommonSOLE
30161Q104EXELEXELIXIS INC$911,6030.00%20,683CommonSOLE
29358P101ENSGENSIGN GROUP INC$900,5700.00%5,838CommonSOLE
441593100HLIHOULIHAN LOKEY INC$899,0300.00%4,996CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$883,6220.00%10,102CommonSOLE
516548203LTRXLANTRONIX INC$816,5870.00%284,525CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$812,1920.00%7,880CommonSOLE
247361702DALDELTA AIR LINES INC DEL$796,7650.00%16,201CommonSOLE
93148P102WDWALKER & DUNLOP INC$782,1160.00%11,097CommonSOLE
257651109DCIDONALDSON INC$779,5630.00%11,241CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$776,2170.00%2,597CommonSOLE
526107107LIILENNOX INTL INC$762,4090.00%1,330CommonSOLE
147528103CASYCASEYS GEN STORES INC$725,0940.00%1,421CommonSOLE
74319B502PROFPROFOUND MED CORP$720,0300.00%122,039CommonSOLE
03852U106ARMKARAMARK$683,6530.00%16,328CommonSOLE
536797103LADLITHIA MTRS INC$634,7640.00%1,879CommonSOLE
983793100XPOXPO INC$629,0510.00%4,981CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$589,8820.00%8,053CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$570,5360.00%3,720CommonSOLE
83191H107SNDSMART SAND INC$554,8380.00%276,039CommonSOLE
960413102WLKWESTLAKE CORPORATION$522,7780.00%6,885CommonSOLE
889478103TOLTOLL BROTHERS INC$476,7210.00%4,177CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$430,9680.00%4,725CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$375,0380.00%8,938CommonSOLE
G25508105CRHCRH PLC$373,4470.00%4,052CommonSOLE
896239100TRMBTRIMBLE INC$348,9760.00%4,593CommonSOLE
403949100DINOHF SINCLAIR CORP$330,7760.00%8,052CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$330,3370.00%10,183CommonSOLE
902681105UGIUGI CORP NEW$313,6850.00%8,613CommonSOLE
69349H107TXNMTXNM ENERGY INC$303,3960.00%5,387CommonSOLE
222070203COTYCOTY INC$298,8830.00%64,276CommonSOLE
05478C105AZEKAZEK CO INC$289,5770.00%5,328CommonSOLE
25746U109DDOMINION ENERGY INC$259,2010.00%4,586CommonSOLE
G8068L108SNSHARKNINJA INC$256,2850.00%2,589CommonSOLE
759509102RSRELIANCE INC$248,9230.00%793CommonSOLE
745867101PHMPULTE GROUP INC$226,7390.00%2,150CommonSOLE
969457100WMBWILLIAMS COS INC$200,3640.00%3,190CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$193,9540.00%2,446CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$190,4970.00%14,564CommonSOLE
464285204IAUISHARES GOLD TR$188,5220.00%3,056CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$188,3830.00%995CommonSOLE
136375102CNICANADIAN NATL RY CO$184,0250.00%1,765CommonSOLE
89346D107TACTRANSALTA CORP$165,6960.00%15,350CommonSOLE
277276101EGPEASTGROUP PPTYS INC$138,8770.00%831CommonSOLE
74967X103RHRH$112,0830.00%593CommonSOLE
29444U700EQIXEQUINIX INC$68,4100.00%86CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$63,1560.00%454CommonSOLE
G54950103LINLINDE PLC$24,8670.00%53CommonSOLE

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.