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Institutional

First Eagle Investment Management, LLC

CIK 0001325447
$59.00B
Reported AUM
424
Positions
Q1 2026
Period
2026-05-14
Filed

Editorial summary

Summary for First Eagle Investment Management, LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

GOOGBDXWPMIMOMETAHCASLBFMXTSMFNVNEMWTWOther$39.87BFL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GOOGALPHABET INC$365.76-0.95%109.82%172.71%$2.12B3.60%+35,534+0.5%
2BDXBECTON DICKINSON & CO$151.161.07%13.46%-16.52%$1.88B3.18%+282,111+2.4%
3WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%31.44%165.71%$1.85B3.14%1,233,597−8.0%
4IMOIMPERIAL OIL LTD$121.72-4.08%70.38%404.18%$1.83B3.10%4,632,700−24.9%
5METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.83B3.10%+43,151+1.4%
6HCAHCA HEALTHCARE INC$372.132.85%-2.53%56.04%$1.54B2.61%391,582−10.7%
7SLBSLB LIMITED$54.87-5.41%67.83%112.39%$1.46B2.47%+657,709+2.4%
8FMXFOMENTO ECONOMICO MEXICANO S$122.880.29%18.94%61.98%$1.43B2.43%+395,038+3.2%
9TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$1.32B2.24%2,036,189−34.3%
10FNVFRANCO NEV CORP$218.74-7.31%31.34%42.76%$1.31B2.21%+151,093+2.9%
11NEMNEWMONT CORP$99.71-7.96%92.46%83.49%$1.30B2.21%1,695,590−12.4%
12WTWWILLIS TOWERS WATSON PLC LTD$263.541.91%-13.77%36.26%$1.26B2.14%+88,559+2.1%
13ORCLORACLE CORP$213.68-9.59%24.02%162.37%$1.24B2.10%+144,906+1.7%
14ELVELEVANCE HEALTH INC FORMERLY$415.531.49%7.89%15.79%$1.21B2.05%+109,417+2.7%
15BKBANK NEW YORK MELLON CORP$142.39-1.13%60.61%212.69%$1.17B1.98%+122,440+1.3%
16CRMSALESFORCE INC$185.66-1.64%-31.86%-22.13%$1.14B1.94%+1,813,358+42.0%
17WYWEYERHAEUSER CO$24.48-0.89%-5.18%-10.54%$1.13B1.92%+8,672,460+23.1%
18CMCSACOMCAST CORP NEW$23.822.10%-23.54%-49.62%$1.08B1.84%+1,608,692+4.4%
19XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$1.06B1.79%1,516,212−19.6%
20GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$1.06B1.79%19,092−0.8%
21OKEONEOK INC NEW$88.25-0.79%13.94%123.78%$1.06B1.79%+313,871+2.8%
22AEMAGNICO EAGLE MINES LTD$163.66-7.41%40.03%184.98%$1.05B1.79%+647+0.0%
23ABEVAMBEV SA$3.120.32%26.59%23.43%$1.01B1.72%+10,926,573+3.3%
24WDAYWORKDAY INC$144.28-2.45%-42.91%-38.45%$988.5M1.68%+3,269,940+75.4%
25PMPHILIP MORRIS INTL INC$178.291.89%1.58%123.17%$974.3M1.65%+84,338+1.5%
26CHRWC H ROBINSON WORLDWIDE IN$184.09-0.27%96.47%131.52%$951.6M1.61%3,344,033−36.9%
27MDTMEDTRONIC PLC$81.67-0.32%-3.63%-27.91%$870.4M1.48%+269,461+2.8%
28EXPDEXPEDITORS INTL WASH INC$160.440.19%45.28%32.53%$851.5M1.44%367,120−5.8%
29BBARRICK MNG CORP$39.46-7.78%103.64%108.72%$839.1M1.42%11,543,428−35.9%
30UHSUNIVERSAL HLTH SVCS INC$145.171.72%-23.05%-7.25%$791.8M1.34%+110,698+2.6%
31CHTRCHARTER COMMUNICATIONS INC$132.122.38%$772.9M1.31%+610,653+20.6%
32NTRNUTRIEN LTD$67.20-2.61%$753.8M1.28%3,318,416−24.9%
33BIOBIO RAD LABS INC$294.32-4.28%$725.5M1.23%+32,299+1.3%
34TXNTEXAS INSTRS INC$285.06-6.65%$713.3M1.21%+24,943+0.7%
35CLCOLGATE PALMOLIVE CO$88.584.09%$691.8M1.17%+197,803+2.5%
36PPGPPG INDS INC$113.801.64%$687.8M1.17%+144,454+2.3%
37NOVNOV INC$20.14-6.11%$684.8M1.16%1,189,515−3.2%
38IFFINTERNATIONAL FLAVORS&FRAGRA$73.01-0.30%$675.8M1.15%+483,002+5.5%
39NENOBLE CORP PLC$45.41-2.72%$665.5M1.13%+1,366,021+11.2%
40ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$579.0M0.98%+2,849,784NEW
41BROBROWN & BROWN INC$58.862.58%$575.4M0.98%+8,823,162NEW
42EQREQUITY RESIDENTIAL$68.190.43%$560.1M0.95%+227,680+2.5%
43OMCOMNICOM GROUP INC$75.31-0.42%$550.0M0.93%+951,079+15.0%
44DGDOLLAR GEN CORP$103.700.17%$529.0M0.90%+37,651+0.9%
45IPGPIPG PHOTONICS CORP$107.37-12.36%$526.4M0.89%+106,246+2.4%
46DISDISNEY WALT CO$99.710.37%$506.4M0.86%+1,810,692+52.6%
47EXREXTRA SPACE STORAGE INC$145.31-0.38%$503.4M0.85%+1,286,638+50.4%
48AXPAMERICAN EXPRESS CO$310.66-0.60%$502.9M0.85%+22,782+1.4%
49MSFTMICROSOFT CORP$416.67-2.66%$490.5M0.83%+767,497+137.6%
50BXPBXP INC$62.330.45%$485.0M0.82%+5,933,552+174.0%
51WATWATERS CORP$365.36-2.95%$469.1M0.80%+1,575,187NEW
52USBUS BANCORP$55.690.41%$469.0M0.79%+199,740+2.3%
53FISVFISERV INC$54.43-3.20%$418.2M0.71%+7,495,234NEW
54CMICUMMINS INC$651.22-3.96%$412.8M0.70%+12,293+1.6%
55FNFFIDELITY NATL FINL INC$47.402.98%$411.9M0.70%+2,777,585+45.5%
56BRK/ABERKSHIRE HATHAWAY INC DEL$405.7M0.69%+12+2.2%
57GOOGLALPHABET INC$368.53-0.98%$344.6M0.58%529,728−30.7%
58MICCMAGNUM ICE CREAM CO NV$17.070.23%$333.7M0.57%+6,396,289+39.2%
59CFRCULLEN FROST BANKERS INC$140.161.66%$310.6M0.53%+2,265,874NEW
60DEDEERE & CO$583.44-1.40%$300.3M0.51%+10,812+2.1%
61AGIALAMOS GOLD INC$35.52-8.00%$274.5M0.47%3,498−0.1%
62CSLCARLISLE COS INC$345.980.99%$264.6M0.45%+147,003+22.8%
63RGLDROYAL GOLD INC$206.07-6.40%$233.5M0.40%8,507−0.9%
64KGCKINROSS GOLD CORP$26.22-8.32%$217.9M0.37%2,087,862−22.6%
65CCUCOMPANIA CERVECERIAS UNIDAS$11.03-1.34%$183.0M0.31%+204,548+1.3%
66XRAYDENTSPLY SIRONA INC$10.001.21%$175.5M0.30%+487,378+3.3%
67GFIGOLD FIELDS LTD$36.62-6.39%$160.5M0.27%2,277−0.1%
68FERGFERGUSON ENTERPRISES INC$229.58-0.44%$147.7M0.25%+3,864+0.6%
69AUANGLOGOLD ASHANTI PLC$84.12-8.73%$145.1M0.25%819−0.1%
70PAASPAN AMERN SILVER CORP$47.58-10.31%$132.3M0.22%1,071,570−30.7%
71DEIDOUGLAS EMMETT INC$12.200.16%$131.5M0.22%+1,400,929+11.2%
72BILSPDR SERIES TRUST$91.450.04%$124.9M0.21%+651,127+91.4%
73SHELSHELL PLC$85.40-1.53%$98.3M0.17%+183,449+21.0%
74BTIBRITISH AMERN TOB PLC$59.723.23%$97.6M0.17%+260,542+18.5%
75NGNOVAGOLD RESOURCES INC$7.33-10.50%$82.4M0.14%4,259−0.0%
76ORLAORLA MNG LTD NEW$10.81-4.59%$76.7M0.13%1,645−0.0%
77EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$73.5M0.12%+25,786+1.3%
78VSNTVERSANT MEDIA GROUP INC$40.19-0.07%$59.1M0.10%+1,597,299NEW
79ULUNILEVER PLC$56.723.03%$45.9M0.08%+128,556+19.0%
80BTGB2GOLD CORP$4.18-8.73%$44.1M0.07%5,418−0.1%
81HLNHALEON PLC$9.121.79%$40.4M0.07%+697,060+20.9%
82KOFCOCA-COLA FEMSA SAB DE CV$106.47-0.31%$38.3M0.06%+21,143+5.7%
83LYGLLOYDS BANKING GROUP PLC$5.31-2.39%$37.2M0.06%+433,052+6.2%
84BAC 7.25 PERP LBANK AMERICA CORP$35.3M0.06%HELD
85WFC 7.5 PERP LWELLS FARGO & CO$29.7M0.05%HELD
86LINCLINCOLN EDL SVCS CORP$47.99-5.16%$27.9M0.05%93,400−12.0%
87ITUBITAU UNIBANCO HLDG S A$7.54-1.31%$27.8M0.05%+518,329+18.6%
88BRK/BBERKSHIRE HATHAWAY INC DEL$27.6M0.05%+5,726+11.0%
89UCTTULTRA CLEAN HLDGS INC$82.07-12.40%$27.0M0.05%+23,531+5.7%
90RELXRELX PLC$35.152.00%$26.6M0.05%+802,136NEW
91AEISADVANCED ENERGY INDS$294.81-8.14%$26.4M0.04%16,655−16.9%
92BKDBROOKDALE SR LIVING INC$12.343.78%$25.5M0.04%89,946−4.6%
93CAECAE INC$25.500.24%$24.4M0.04%HELD
94OISOIL STS INTL INC$8.12-6.56%$23.8M0.04%537,965−20.8%
95TELTE CONNECTIVITY PLC$212.65-3.67%$22.1M0.04%5,536−5.0%
96TTMITTM TECHNOLOGIES INC$167.62-9.32%$21.9M0.04%39,748−15.0%
97ABCBAMERIS BANCORP$85.470.40%$19.3M0.03%+43,857+21.5%
98VSHVISHAY INTERTECHNOLOGY INC$57.20-10.16%$19.1M0.03%+41,084+4.0%
99SIMOSILICON MOTION TECHNOLOGY CO$258.70-12.21%$18.9M0.03%+14,920+9.7%
100MAMAMAMAS CREATIONS INC$15.15-0.79%$18.8M0.03%54,000−4.2%
101DCODUCOMMUN INC DEL$18.8M0.03%27,548−15.2%
102VIAVVIAVI SOLUTIONS INC$18.6M0.03%164,000−22.7%
103ACNACCENTURE PLC IRELAND$17.9M0.03%+87,685+3426.5%
104STNGSCORPIO TANKERS INC$17.6M0.03%+21,000+9.8%
105CMCCOMMERCIAL METALS CO$17.5M0.03%+13,197+4.8%
106NPOENPRO INC$17.5M0.03%+5,542+8.6%
107FORMFORMFACTOR INC$17.4M0.03%89,374−33.2%
108ADTNADTRAN HOLDINGS INC$17.2M0.03%+133,500+10.8%
109SPBSPECTRUM BRANDS HOLDINGS INC$17.1M0.03%+25,500+12.3%
110UTIUNIVERSAL TECHNICAL INST INC$17.0M0.03%+24,904+5.6%
111GHMGRAHAM CORP$17.0M0.03%64,660−23.1%
112IBPINSTALLED BLDG PRODS INC$16.9M0.03%+2,855+4.7%
113LPXLOUISIANA PAC CORP$16.9M0.03%+36,211+18.5%
114HDHOME DEPOT INC$16.7M0.03%+2,163+4.4%
115BHEBENCHMARK ELECTRS INC$16.6M0.03%+46,100+18.4%
116MSTR 0 12/01/29STRATEGY INC$16.6M0.03%+20,000,000NEW
117LXULSB INDS INC$16.2M0.03%225,794−17.2%
118ONBOLD NATL BANCORP IND$15.4M0.03%+84,986+13.9%
119THRTHERMON GROUP HLDGS INC$15.4M0.03%95,137−23.8%
120SBCFSEACOAST BKG CORP FLA$15.3M0.03%+87,165+20.9%
121LNCLINCOLN NATL CORP IND$15.2M0.03%+18,374+4.5%
122OTISOTIS WORLDWIDE CORP$15.1M0.03%+33,394+20.5%
123NVGSNAVIGATOR HLDGS LTD$15.1M0.03%+85,000+12.2%
124GLNGGOLAR LNG LTD$15.0M0.03%16,000−5.5%
125MTRNMATERION CORP$14.7M0.02%+43,950+75.8%
126CCSCENTURY COMMUNITIES INC$14.7M0.02%+15,776+6.5%
127COHUCOHU INC$14.5M0.02%+226,422+91.4%
128CECOCECO ENVIRONMENTAL CORP$14.4M0.02%124,356−33.9%
129OUTOUTFRONT MEDIA INC$14.4M0.02%206,000−27.5%
130AMRCAMERESCO INC$14.2M0.02%19,339−3.4%
131ROGROGERS CORP$14.1M0.02%+13,489+11.4%
132FULFULLER H B CO$14.1M0.02%+228,587NEW
133ASTEASTEC INDS INC$14.0M0.02%22,000−7.8%
134AXAXOS FINANCIAL INC$14.0M0.02%+22,325+15.7%
135WCCWESCO INTL INC$14.0M0.02%6,050−10.6%
136TMHCTAYLOR MORRISON HOME CORP$14.0M0.02%+8,020+3.5%
137PLXSPLEXUS CORP$13.7M0.02%+67,541NEW
138LPGDORIAN LPG LTD$13.5M0.02%+9,100+2.4%
139ACAARCOSA INC$13.4M0.02%+1,174+0.9%
140TITNTITAN MACHY INC$13.4M0.02%+52,636+7.0%
141TRNTRINITY INDS INC$13.4M0.02%+19,472+4.9%
142BZHBEAZER HOMES USA INC$13.4M0.02%6,766−1.0%
143KALUKAISER ALUMINIUM CORPORATION$13.3M0.02%36,154−24.6%
144VECOVEECO INSTRS INC DEL$13.3M0.02%78,027−16.6%
145PNTGPENNANT GROUP INC$13.1M0.02%16,949−3.8%
146RELYREMITLY GLOBAL INC$13.0M0.02%+190,000+29.6%
147HNGEHINGE HEALTH INC$13.0M0.02%+115,191+51.9%
148BCCBOISE CASCADE CO DEL$12.9M0.02%+29,812+21.2%
149ATROASTRONICS CORP$12.8M0.02%38,000−16.5%
150IIININSTEEL INDS INC$12.8M0.02%9,000−2.3%
151FIPFTAI INFRASTRUCTURE INC$12.5M0.02%+141,641+5.9%
152EXPEAGLE MATLS INC$12.4M0.02%+14,199+27.7%
153WSRWHITESTONE REIT$12.0M0.02%+29,066+4.1%
154VLYVALLEY NATL BANCORP$11.9M0.02%+88,500+10.0%
155DEODIAGEO PLC$11.9M0.02%+34,822+28.0%
156BDCBELDEN INC$11.8M0.02%+22,529+28.1%
157AXGNAXOGEN INC$11.7M0.02%53,003−13.0%
158KWRQUAKER HOUGHTON$11.7M0.02%+94,538NEW
159FLOCFLOWCO HLDGS INC$11.7M0.02%+224,556+65.2%
160PKOHPARK-OHIO HLDGS CORP$11.6M0.02%+45,642+10.5%
161KRESPDR SERIES TRUST$11.5M0.02%+17,000+10.7%
162TRSTRIMAS CORP$11.4M0.02%+23,300+7.9%
163AORTARTIVION INC$11.4M0.02%+4,708+1.5%
164ABMABM INDS INC$11.3M0.02%+112,757+62.6%
165TRNSTRANSCAT INC$11.2M0.02%+25,090+19.6%
166PWPPERELLA WEINBERG PARTNERS$11.2M0.02%+31,209+5.3%
167SPYSTATE STR SPDR S&P 500 ETF T$11.1M0.02%+17,000NEW
168UNHUNITEDHEALTH GROUP INC$11.0M0.02%+1,736+4.4%
169UMHUMH PPTYS INC$11.0M0.02%+48,500+6.8%
170LADLITHIA MTRS INC$10.9M0.02%+43,700NEW
171NGSNATURAL GAS SVCS GROUP INC$10.8M0.02%8,051−2.7%
172AINALBANY INTL CORP$10.7M0.02%+73,000+55.4%
173ORIOLD REP INTL CORP$10.7M0.02%13,048−4.6%
174DYDYCOM INDS INC$10.6M0.02%6,400−16.9%
175HLITHARMONIC INC$10.6M0.02%+331,000+38.9%
176CBTCABOT CORP$10.3M0.02%+136,650NEW
177NMIHNMI HLDGS INC$10.3M0.02%+298+0.1%
178LFSTLIFESTANCE HEALTH GROUP INC$10.3M0.02%+114,000+7.6%
179HUNHUNTSMAN CORP$10.3M0.02%+770,135NEW
180SKYCHAMPION HOMES INC$10.1M0.02%+13,347+10.9%
181CDECOEUR MNG INC$10.1M0.02%695,676−56.5%
182CDNACAREDX INC$10.0M0.02%+28,643+5.2%
183CHEFCHEFS WHSE INC$10.0M0.02%+4,599+2.8%
184HRIHERC HLDGS INC$9.9M0.02%+99,033NEW
185MTWMANITOWOC CO INC$9.9M0.02%+17,816+2.2%
186MTRXMATRIX SVC CO$9.8M0.02%+210,726+32.9%
187ASYSAMTECH SYS INC$9.7M0.02%+98,107+13.4%
188CENXCENTURY ALUM CO$9.6M0.02%138,525−45.9%
189MATVMATIV HOLDINGS INC$9.6M0.02%+45,000+4.3%
190DORMDORMAN PRODS INC$9.5M0.02%+18,000+24.5%
191SONOSONOS INC$9.5M0.02%+462,598+187.7%
192SRTASTRATA CRITICAL MEDICAL INC$9.5M0.02%+136,693+6.4%
193ACLSAXCELIS TECHNOLOGIES INC$9.4M0.02%35,767−26.2%
194FLYWFLYWIRE CORPORATION$9.3M0.02%+370,500+86.1%
195OGSONE GAS INC$9.2M0.02%+3,200+3.1%
196TKRTIMKEN CO$9.2M0.02%+4,644+5.3%
197AXSAXIS CAP HLDGS LTD$9.2M0.02%+11,500+14.5%
198DCOMDIME CMNTY BANCSHARES INC$9.1M0.02%+7,308+2.8%
199HZOMARINEMAX INC$9.1M0.02%+59,617+21.6%
200HLHECLA MINING COMPANY$9.1M0.02%759,213−60.9%
201UTZUTZ BRANDS INC$8.9M0.02%+243,500+27.5%
202BKHBLACK HILLS CORP$8.9M0.02%+2,100+1.7%
203FVRFRONTVIEW REIT INC$8.9M0.02%+178,000+44.6%
204HSTMHEALTHSTREAM INC$8.8M0.01%+12,000+2.9%
205ONTOONTO INNOVATION INC$8.8M0.01%+36,308+543.9%
206HCSGHEALTHCARE SVCS GROUP INC$8.8M0.01%86,500−15.4%
207SLPSIMULATIONS PLUS INC$8.8M0.01%+284,914+62.3%
208SMBKSMARTFINANCIAL INC$8.8M0.01%+71,872+47.2%
209NXQUANEX BLDG PRODS CORP$8.7M0.01%+4,057+0.8%
210PXEDPHOENIX ED PARTNERS INC$8.7M0.01%+95,661+53.1%
211GSMFERROGLOBE PLC$8.6M0.01%+20,000+1.0%
212CONCONCENTRA GROUP HOLDINGS PAR$8.6M0.01%+16,620+4.3%
213IIIVI3 VERTICALS INC$8.5M0.01%+382,137NEW
214MURMURPHY OIL CORP$8.5M0.01%63,000−23.4%
215CENTACENTRAL GARDEN & PET CO$8.4M0.01%+86,000+49.3%
216DGIIDIGI INTL INC$8.4M0.01%+4,300+2.5%
217FORFORESTAR GROUP INC$8.3M0.01%155,871−31.4%
218FLSFLOWSERVE CORP$8.2M0.01%+29,705+36.2%
219CAKECHEESECAKE FACTORY INC$8.1M0.01%+16,000+12.2%
220SIBNSI BONE INC$8.1M0.01%+101,480+18.9%
221JBTMJBT MAREL CORPORATION$8.1M0.01%623−1.0%
222LOCOEL POLLO LOCO HLDGS INC$8.0M0.01%+27,500+5.0%
223TALOTALOS ENERGY INC$7.9M0.01%+503,900NEW
224FNFABRINET$7.9M0.01%13,475−47.0%
225STCSTEWART INFORMATION SVCS COR$7.7M0.01%+3,839+3.2%
226SMHISEACOR MARINE HLDGS INC$7.7M0.01%40,678−3.7%
227ETDETHAN ALLEN INTERIORS INC$7.6M0.01%+72,139+26.7%
228ATECALPHATEC HLDGS INC$7.6M0.01%+20,500+3.0%
229VITLVITAL FARMS INC$7.5M0.01%+201,781+61.1%
230ATRCATRICURE INC$7.5M0.01%+145,534+124.8%
231PUMPPROPETRO HLDG CORP$7.5M0.01%+30,500+6.3%
232MECMAYVILLE ENGR CO INC$7.3M0.01%+46,000+12.8%
233PEPPEPSICO INC$7.2M0.01%+1,977+4.4%
234MRVIMARAVAI LIFESCIENCES HLDGS I$7.1M0.01%+725,000+40.3%
235JBIJANUS INTERNATIONAL GROUP IN$7.1M0.01%+9,449+0.7%
236AMBQAMBIQ MICRO INC$7.1M0.01%+89,350+47.1%
237RRBIRED RIVER BANCSHARES INC$7.1M0.01%+28,592+57.9%
238AIRAAR CORP$7.0M0.01%+2,373+3.9%
239CVLGCOVENANT LOGISTICS GROUP INC$6.7M0.01%+248,154NEW
240REPXRILEY EXPLORATION PERMIAN IN$6.7M0.01%13,000−6.6%
241NVSTENVISTA HOLDINGS CORPORATION$6.7M0.01%+29,500+12.6%
242SKTTANGER INC$6.7M0.01%+17,656+9.8%
243INFUINFUSYSTEM HLDGS INC$6.7M0.01%30,000−4.0%
244AVNWAVIAT NETWORKS INC$6.6M0.01%77,000−20.9%
245GXOGXO LOGISTICS INCORPORATED$6.6M0.01%1,144−0.9%
246OSISOSI SYSTEMS INC$6.5M0.01%1,902−7.2%
247IPIINTREPID POTASH INC$6.5M0.01%97,923−39.3%
248JOUTJOHNSON OUTDOORS INC$6.5M0.01%HELD
249NTCTNETSCOUT SYS INC$6.4M0.01%11,500−5.4%
250OLNOLIN CORP$6.4M0.01%+213,752NEW
251INSGINSEEGO CORP$6.3M0.01%+135,000+31.0%
252NTGRNETGEAR INC$6.3M0.01%+102,168+54.7%
253COLBCOLUMBIA BKG SYS INC$6.3M0.01%+92,500+67.8%
254CYRXCRYOPORT INC$6.2M0.01%+432,788+138.7%
255TTAMTITAN AMER SA$6.1M0.01%+24,000+6.2%
256DVDOUBLEVERIFY HLDGS INC$6.0M0.01%HELD
257RDNRADIAN GROUP INC$5.9M0.01%75,887−29.7%
258IDAIDACORP INC$5.9M0.01%49,739−54.5%
259INTTINTEST CORP$5.8M0.01%+51,400+13.8%
260EYENATIONAL VISION HLDGS INC$5.7M0.01%230,000−50.9%
261AVBHAVIDBANK HLDGS INC$5.6M0.01%+43,840+28.6%
262METCBRAMACO RES INC$5.6M0.01%+78,057+16.7%
263CCRNCROSS CTRY HEALTHCARE INC$5.5M0.01%+589,713NEW
264MGNIMAGNITE INC$5.3M0.01%+153,845+51.9%
265LYTSLSI INDS INC OHIO$5.3M0.01%+2,000+0.7%
266EXTREXTREME NETWORKS INC$5.3M0.01%+349,540NEW
267RDNTRADNET INC$5.3M0.01%+1,000+1.1%
268HLXHELIX ENERGY SOLUTIONS GRP I$5.2M0.01%33,500−6.0%
269CTOSCUSTOM TRUCK ONE SOURCE INC$5.0M0.01%12,114−1.6%
270ONEWONEWATER MARINE INC$5.0M0.01%+217,181+70.4%
271AVAHAVEANNA HEALTHCARE HLDGS INC$4.9M0.01%15,000−1.9%
272SDHCSMITH DOUGLAS HOMES CORP$4.9M0.01%+6,000+1.6%
273MASS908 DEVICES INC$4.9M0.01%+179,723+28.8%
274VMDVIEMED HEALTHCARE INC$4.9M0.01%+11,500+2.2%
275CMCOCOLUMBUS MCKINNON CORP N Y$4.9M0.01%+191,663+134.1%
276HOFTHOOKER FURNISHINGS CORPORATI$4.7M0.01%+7,747+2.2%
277BBCPCONCRETE PUMPING HLDGS INC$4.7M0.01%+116,312+21.6%
278TWITITAN INTL INC ILL$4.6M0.01%+55,888+9.1%
279QTRXQUANTERIX CORP$4.6M0.01%+768,660+144.6%
280KMPRKEMPER CORP$4.6M0.01%+69,000+86.0%
281QXOQXO INC$4.3M0.01%4,500−2.0%
282MCMOELIS & CO$4.3M0.01%4,200−5.3%
283DNOWDNOW INC$4.2M0.01%+121,228+52.1%
284QNSTQUINSTREET INC$4.2M0.01%+100,000+40.0%
285MGMISTRAS GROUP INC$4.2M0.01%+204,313+264.6%
286POWWOUTDOOR HOLDING CO$4.1M0.01%+142,500+7.5%
287NPKINPK INTERNATIONAL INC$4.0M0.01%+8,500+3.2%
288ALTGALTA EQUIPMENT GROUP INC$3.9M0.01%34,154−4.5%
289STRWSTRAWBERRY FIELDS REIT INC$3.9M0.01%+4,000+1.2%
290ALGTALLEGIANT TRAVEL CO$3.9M0.01%+2,600+5.7%
291BRZEBRAZE INC$3.7M0.01%+158,500NEW
292LXFRLUXFER HLDGS PLC$3.6M0.01%153,626−33.9%
293RLGTRADIANT LOGISTICS INC$3.6M0.01%+15,206+3.0%
294EVEREVERQUOTE INC$3.6M0.01%20,000−7.9%
295ROSTROSS STORES INC$3.5M0.01%1,448,358−98.9%
296VSECVSE CORP$3.5M0.01%1,600−7.8%
297TALKTALKSPACE INC$3.4M0.01%1,540,246−69.8%
298PGNYPROGYNY INC$3.3M0.01%16,000−7.5%
299DSXDIANA SHIPPING INC$3.2M0.01%+798,018+171.0%
300VPGVISHAY PRECISION GROUP INC$3.1M0.01%169,192−70.0%
301ANGOANGIODYNAMICS INC$3.1M0.01%+8,000+3.0%
302TILEINTERFACE INC$3.1M0.01%7,500−5.7%
303MTNVAIL RESORTS INC$3.1M0.01%HELD
304AEBIAEBI SCHMIDT HLDG AG$3.0M0.01%+4,800+1.6%
305CIACITIZENS INC$2.9M0.00%5,000−0.9%
306GEOSGEOSPACE TECHNOLOGIES CORP$2.9M0.00%190,273−44.2%
307WRBYWARBY PARKER INC$2.8M0.00%217,851−61.7%
308PACKRANPAK HOLDINGS CORP$2.8M0.00%+398,829+102.3%
309ASPSALTISOURCE PORTFOLIO SOLUTIO$2.8M0.00%HELD
310DOUGDOUGLAS ELLIMAN INC$2.7M0.00%+15,000+0.9%
311KODKEASTMAN KODAK CO$2.6M0.00%283,238−49.2%
312ACCOACCO BRANDS CORP$2.5M0.00%31,000−3.6%
313BBNXBETA BIONICS INC$2.4M0.00%11,702−4.6%
314RESRPC INC$2.4M0.00%+10,000+3.1%
315NATRNATURES SUNSHINE PRODS INC$2.4M0.00%HELD
316STVNSTEVANATO GROUP S P A$2.2M0.00%+157,500NEW
317SDRLSEADRILL LTD$2.1M0.00%1,100−2.3%
318TNCTENNANT CO$2.1M0.00%+32,056NEW
319PROFPROFOUND MED CORP$2.1M0.00%+10,000+3.2%
320AIRGAIRGAIN INC$2.1M0.00%77,862−17.3%
321ASIXADVANSIX INC$2.0M0.00%92,564−52.9%
322ESIELEMENT SOLUTIONS INC$1.9M0.00%+56,500NEW
323KVHIKVH INDS INC$1.9M0.00%HELD
324GTESGATES INDL CORP PLC$1.9M0.00%+83,500NEW
325HLLYHOLLEY INC$1.5M0.00%+5,000+1.1%
326SBUXSTARBUCKS CORP$1.5M0.00%9,249−36.1%
327FOSLFOSSIL GROUP INC$1.5M0.00%155,000−31.3%
328XRXXEROX HOLDINGS CORP$1.4M0.00%1,082,865−49.6%
329CLARCLARUS CORP NEW$1.4M0.00%334,975−39.7%
330NCMINATIONAL CINEMEDIA INC$1.3M0.00%819,704−65.3%
331FLEXFLEXTRONICS INTL LTD$1.3M0.00%+660+3.4%
332ARLOARLO TECHNOLOGIES INC$1.3M0.00%+92,500NEW
333CAHCARDINAL HEALTH INC$1.2M0.00%1,229−17.5%
334NVTNVENT ELEC PLC$1.2M0.00%200−1.9%
335ENTGENTEGRIS INC$1.2M0.00%500−4.7%
336EVREVERCORE INC$1.2M0.00%198−4.8%
337LFUSLITTELFUSE INC$1.1M0.00%+3,350NEW
338CLHCLEAN HARBORS INC$1.1M0.00%HELD
339PRPERMIAN RESOURCES CORP$1.1M0.00%+14,499+39.6%
340EXEEXPAND ENERGY CORPORATION$1.1M0.00%+707+7.8%
341COHRCOHERENT CORP$1.1M0.00%1,704−27.4%
342DINOHF SINCLAIR CORP$1.0M0.00%+12,100+263.6%
343FTAIFTAI AVIATION LTD$1.0M0.00%+1,700+67.5%
344THCTENET HEALTHCARE CORP$1.0M0.00%1,015−15.8%
345QUREQUANTA SVCS INC$1.0M0.00%368−16.6%
346RRXREGAL REXNORD CORPORATION$1.0M0.00%+5,392+20738.5%
347CIENCIENA CORP$1.0M0.00%38,300−93.6%
348FEMDFIRST EAGLE ETF TR$1.0M0.00%+30,001NEW
349USFEFIRST EAGLE ETF TR$996K0.00%+30,000NEW
350UEICUNIVERSAL ELECTRS INC$993K0.00%+912+0.4%
351JBHTHUNT J B TRANS SVCS INC$960K0.00%+4,532NEW
352CWCURTISS WRIGHT CORP$954K0.00%255−15.4%
353RKTROCKET COS INC$923K0.00%+3,044+4.9%
354AOSLALPHA & OMEGA SEMICONDUCTOR$886K0.00%+40,000NEW
355GNRCGENERAC HLDGS INC$879K0.00%HELD
356SNSHARKNINJA INC$851K0.00%HELD
357CIGICOLLIERS INTL GROUP INC$843K0.00%+1,655+26.5%
358WLKWESTLAKE CORPORATION$832K0.00%+7,065+13330.2%
359RHPRYMAN HOSPITALITY PPTYS INC$830K0.00%+2,652+41.8%
360DALDELTA AIR LINES INC$801K0.00%648−5.1%
361PFGCPERFORMANCE FOOD GROUP CO$771K0.00%+600+7.1%
362TRVGTRIVAGO N V$768K0.00%10,000−3.4%
363WMSADVANCED DRAIN SYS INC DEL$730K0.00%HELD
364XPOXPO INC$721K0.00%6−0.2%
365SAROSTANDARDAERO INC$721K0.00%+4,400+18.7%
366HLIHOULIHAN LOKEY INC$700K0.00%+351+7.8%
367JHXJAMES HARDIE INDS PLC$590K0.00%+1,500+5.1%
368DGXQUEST DIAGNOSTICS INC$588K0.00%935−23.8%
369CASYCASEYS GEN STORES INC$582K0.00%93−10.4%
370CHWYCHEWY INC$581K0.00%+21,500NEW
371CRNTCERAGON NETWORKS LTD$555K0.00%335,703−56.6%
372EQIXEQUINIX INC$546K0.00%+204+57.8%
373TXRHTEXAS ROADHOUSE INC$526K0.00%2,052−39.2%
374BSMBLACK STONE MINERALS L P$454K0.00%+7,743+34.8%
375SUNBSUNBELT RENTALS HOLDINGS INC$449K0.00%+7,146NEW
376ARMKARAMARK$446K0.00%1,485−11.9%
377EXELEXELIXIS INC$429K0.00%2,571−20.5%
378UGIUGI CORP NEW$426K0.00%+3,020+34.8%
379LRNSTRIDE INC$376K0.00%+4,268NEW
380XGNEXAGEN INC$376K0.00%+125,242NEW
381LUVSOUTHWEST AIRLS CO$376K0.00%HELD
382RJFRAYMOND JAMES FINL INC$358K0.00%+104+4.4%
383PHMPULTE GROUP INC$356K0.00%+772+34.2%
384TOLTOLL BROTHERS INC$354K0.00%300−10.4%
385RSRELIANCE INC$326K0.00%+275+34.4%
386WMBWILLIAMS COS INC$315K0.00%+1,119+34.8%
387CRHCRH PLC$305K0.00%78−2.6%
388TACTRANSALTA CORP$274K0.00%+5,385+34.8%
389DCIDONALDSON INC$272K0.00%HELD
390CPCANADIAN PACIFIC KANSAS CITY$266K0.00%+866+34.4%
391IAUISHARES GOLD TR$253K0.00%253−8.1%
392ENSGENSIGN GROUP INC$251K0.00%HELD
393CNICANADIAN NATL RY CO$247K0.00%+620+34.8%
394EGPEASTGROUP PPTYS INC$209K0.00%+291+34.7%
395RPMRPM INTL INC$176K0.00%+458+34.8%
396AWKAMERICAN WTR WKS CO INC NEW$84K0.00%+158+34.5%
397GDGENERAL DYNAMICS CORP$33K0.00%7,200−98.7%
398ADIANALOG DEVICES INC$15K0.00%2,025,781−100.0%
399TRGPTARGA RES CORP$5K0.00%HELD
400APDAIR PRODUCTS AND CHEMICALS I$5K0.00%+1+6.3%
401URIUNITED RENTALS INC$4K0.00%+1+20.0%
402VFCV F CORP$4K0.00%+54+26.9%
403JLLJONES LANG LASALLE INC$4K0.00%+2+16.7%
404TDYTELEDYNE TECHNOLOGIES INC$4K0.00%HELD
405ODFLOLD DOMINION FREIGHT LINE IN$4K0.00%3−12.5%
406LOPEGRAND CANYON ED INC$4K0.00%HELD
407WCNWASTE CONNECTIONS INC$4K0.00%+3+13.6%
408WPCWP CAREY INC$4K0.00%HELD
409STESTERIS PLC$4K0.00%+3+20.0%
410MSAMSA SAFETY INC$4K0.00%HELD
411GEHCGE HEALTHCARE TECHNOLOGIES I$4K0.00%+4+7.8%
412RGAREINSURANCE GROUP AMER INC$4K0.00%HELD
413CNSCOHEN & STEERS INC$4K0.00%HELD
414DXCMDEXCOM INC$4K0.00%HELD
415MKTXMARKETAXESS HLDGS INC$4K0.00%HELD
416CLXCLOROX CO DEL$4K0.00%+35NEW
417DASHDOORDASH INC$3K0.00%HELD
418ECLECOLAB INC$2K0.00%7−46.7%
419LPLALPL FINL HLDGS INC$2K0.00%4−40.0%
420ASPSWALTISOURCE PORTFOLIO SOLUTIO$1K0.00%HELD
421ASPSZALTISOURCE PORTFOLIO SOLUTIO$5670.00%HELD
422IWMISHARES TR+400,000NEW
423LQDISHARES TR+600,000NEW
424XRTSPDR SERIES TRUST+300,000NEW
425WBSWEBSTER FINL CORP227,302EXITED
426MTGMGIC INVT CORP WIS412,253EXITED
427FGF&G ANNUITIES & LIFE INC366,671EXITED
428TFXTELEFLEX INCORPORATED84,300EXITED
429CUBICUSTOMERS BANCORP INC139,293EXITED
430KTOSKRATOS DEFENSE & SEC SOLUTIO133,063EXITED
431MHOM/I HOMES INC60,100EXITED
432FIVNFIVE9 INC363,000EXITED
433YETIYETI HLDGS INC134,500EXITED
434THRYTHRYV HLDGS INC842,943EXITED
435SMWBSIMILARWEB LTD645,647EXITED
436EMBCEMBECTA CORP391,594EXITED
437TMCITREACE MED CONCEPTS INC1,462,983EXITED
438MACMACERICH CO170,610EXITED
439ALAIR LEASE CORP43,522EXITED
440LAWCS DISCO INC328,719EXITED
441SVCOSILVACO GROUP INC627,211EXITED
442RBBNRIBBON COMMUNICATIONS INC862,528EXITED
443SANMSANMINA CORPORATION15,377EXITED
444FUBOGBPFUBOTV INC803,533EXITED
445ASPNASPEN AEROGELS INC622,487EXITED
446CLWCLEARWATER PAPER CORP82,609EXITED
447FEOERBB FUND TRUST27,780EXITED
448FEGERBB FUND TRUST27,635EXITED
449TICTIC SOLUTIONS INC90,000EXITED
450SNDSMART SAND INC225,476EXITED
451KDKYNDRYL HLDGS INC26,200EXITED
452ROKUROKU INC6,000EXITED
453CBZCBIZ INC11,908EXITED
454WDWALKER & DUNLOP INC9,792EXITED
455LIILENNOX INTL INC977EXITED
456KLTRKALTURA INC221,795EXITED
457TRMBTRIMBLE INC4,503EXITED
458DDOMINION ENERGY INC4,622EXITED
459SESEA LTD31EXITED
460CFGCITIZENS FINL GROUP INC67EXITED
461GPCGENUINE PARTS CO30EXITED
462MASIMASIMO CORP28EXITED
463DHID R HORTON INC25EXITED
464TLTISHARES TR700,000EXITED

Source: SEC EDGAR · accession 0001325447-26-000018. 13F discloses long positions only — shorts, foreign equities, and options are excluded.