First Eagle Investment Management — Holdings

417 positions · AUM $58.9B

TickerCompanyValueWeightMkt CapP/EEV/FCFROICRev 5YFCF M%Gross M%Day %
GOOGAlphabet Inc. CL C2.1B3.61%$2.00T35.1x27.6x28.5%17.2%18.2%
BDXBecton Dickinson1.9B3.18%$47.9B25.4x17.7x6.6%6.3%12.2%
WPMWheaton Precious Metals Corp.1.9B3.15%
IMOImperial Oil Ltd.1.8B3.11%$34.5B20.6x7.1x14.7%16.0%10.0%
METAMeta Platforms Inc.1.8B3.10%$1.51T26.0x33.3x21.9%18.5%22.9%
HCAHCA Healthcare Inc.1.5B2.62%$84.1B13.9x16.5x17.7%8.0%10.2%
SLBSchlumberger Ltd.1.5B2.48%$45.6B24.4x9.5x12.9%8.6%13.4%
FMXFomento Economico Mexicano1.4B2.43%
TSMTaiwan Semiconductor S.A.1.3B2.24%$914.9B
FNVFranco Nevada Corp.1.3B2.22%$32.4B
NEMNewmont Corp.1.3B2.21%$59.0B16.8x7.7x18.2%14.5%32.2%
WTWWillis Towers Watson plc1.3B2.14%9.1%2.2%16.2%
ORCLOracle Corp.1.2B2.11%$418.6B44.3x-1035.2x60.8%8.0%-0.7%
ELVElevance Health Inc.1.2B2.05%$94.1B15.7x36.7x7.5%10.3%1.6%
BNYBank of New York Mellon Corp.1.2B1.99%
CRMSalesforce.com1.1B1.94%$261.6B23.1x18.7x10.1%14.3%34.7%77.7%
WYWeyerhaeuser Co.1.1B1.92%2.2%-1.7%8.1%14.8%
CMCSAComcast Corp.1.1B1.84%$128.6B4.7x5.4x20.6%3.6%17.7%
XOMExxon Mobil Corp.1.1B1.80%11.1%13.2%7.1%
AEMAgnico-Eagle Mines Ltd.1.1B1.79%$57.5B-74.9x133.3x-10.2%
GLDSPDR Gold Trust1.1B1.79%
OKEONEOK Inc.1.1B1.79%$50.1B17.3x20.4x15.1%31.5%7.3%
ABEVAmbev S.A.1.0B1.72%
WDAYWorkday Inc.989M1.68%8.9%17.2%29.1%
PMPhilip Morris Intl.974M1.65%$269.6B26.0x24.8x7.2%26.2%67.1%
CHRWC.H. Robinson Worldwide952M1.62%$10.7B36.1x13.0x20.0%0.0%5.5%
MDTMedtronic plc870M1.48%$107.0B21.8x20.2x9.7%3.0%15.5%
EXPDExpeditors Int'l852M1.45%$15.4B26.6x14.8x34.4%2.9%8.6%
BBarrick Mining Corp.839M1.42%17.2%
UHSUniversal Health Services Inc.792M1.34%$11.6B6.8x19.1x12.4%8.5%4.9%
CHTRCharter Communications773M1.31%$55.3B4.0x33.9x4.5%2.6%8.1%
NTRNutrien Ltd.754M1.28%$27.5B
BIOBio-Rad Laboratories Inc.726M1.23%$6.5B10.3x19.2x8.8%0.3%14.5%51.9%
TXNTexas Instruments713M1.21%$147.6B56.7x60.8x16.5%4.1%14.7%57.0%
CLColgate-Palmolive692M1.17%$73.5B34.5x22.0x27.0%4.4%17.8%60.1%
PPGPPG Industries688M1.17%$25.0B15.5x25.9x10.3%2.8%7.3%
NOVNov Inc.685M1.16%$4.5B53.4x5.3x1.8%7.5%10.0%20.2%
IFFInternational Flavors & Fragrances Inc.676M1.15%$20.2B-53.4x98.8x-1.8%16.5%2.4%36.2%
NENoble Corp.665M1.13%38.5x8.3x4.8%27.8%29.0%
ADPAutomatic Data Processing Inc.579M0.98%$123.4B22.6x24.3x65.9%7.1%24.0%
BROBrown & Brown Inc.575M0.98%18.3x17.8x5.2%17.7%23.4%
EQREquity Residential560M0.95%$27.7B22.5x21.8x5.8%
OMCOmnicom Group550M0.93%-277.5x6.4x-0.3%5.6%16.1%
DGDollar General529M0.90%$20.3B15.4x8.0x17.8%4.8%5.6%30.7%
IPGPIPG Photonics Corp.526M0.89%163.0x-1352.5x1.5%-3.5%-0.3%38.0%
DISWalt Disney Co.506M0.86%$166.5B15.0x20.1x8.2%7.6%10.7%
AXPAmerican Express503M0.85%$194.8B20.3x12.7x12.1%13.5%38.7%
EXRExtra Space Storage Inc.503M0.85%$33.1B31.2x25.6x7.3%20.0%995.1%
MSFTMicrosoft Corp.491M0.83%$3.24T30.7x45.5x26.3%14.5%25.4%68.8%
BXPBXP Inc.485M0.82%$11.4B34.6x8.0x5.4%4.7%35.8%59.1%
USBU.S. Bancorp469M0.80%$64.7B11.9x2.2x11.6%27.8%
WATWaters Corp.469M0.80%16.2%6.0%17.1%
FISVFiserv Inc.418M0.71%13.5%7.4%20.3%
CMICummins Inc.413M0.70%$41.6B31.2x16.3x23.9%11.2%7.1%25.3%
FNFFidelity National Financial Inc.412M0.70%22.0x2.6x5.1%-2.6%277.7%
BRK.ABerkshire Hathaway CL A406M0.69%9.3%8.2%10.1%
GOOGLAlphabet Inc.345M0.59%$2.00T35.4x27.6x28.5%17.2%18.2%
MICCMagnum Ice Cream Co NV334M0.57%
CFRCullen Frost Bankers311M0.53%14.2%8.5%104.7%
DEDeere & Co.300M0.51%$130.6B28.6x20.1x19.4%5.2%13.4%
AGIAlamos Gold Inc.275M0.47%$10.8B
CSLCarlisle Companies265M0.45%15.8%4.8%19.3%
RGLDRoyal Gold Inc.234M0.40%$11.8B32.9x16.4x6.5%10.8%68.4%69.3%
KGCKinross Gold Corp.218M0.37%$17.9B
CCUCompania Cervecerias Unidas SA183M0.31%
XRAYDENTSPLY SIRONA Inc.175M0.30%-16.5%2.0%2.8%50.0%
GFIGold Fields Ltd.161M0.27%$21.8B147.0x-13.5%
AUAngloGold Ashanti Ltd.145M0.25%$21.2B
FERGFerguson Enterprises Inc.148M0.25%$34.6B24.0x23.8x18.5%5.2%30.7%
DEIDouglas Emmett Inc.131M0.22%$2.8B127.3x20.7x0.2%67.5%38.5%63.4%
PAASPan American Silver Corp.132M0.22%
BILSPDR Bloomberg 1 3 Month T B125M0.21%
BTIBritish American Tobacco plc98M0.17%$95.9B
SHELShell plc98M0.17%$193.6B
NGNovaGold Resources82M0.14%$1.4B-90.4x-57.8%
ORLAOrla Mining Ltd77M0.13%$3.5B
EPDEnterprise Products Partners LP73M0.12%$65.0B21.6x14.1%5.6%
VSNTVersant Media Group Inc.59M0.10%9.0%27.7%
ULUnilever PLC46M0.08%$155.9B
BTGB2Gold Corp.44M0.07%$4.0B
HLNHaleon Plc ADR40M0.07%
KOFCoca-Cola FEMSA S A CV38M0.07%$19.5B
LYGLloyds TSB Grp Plc ADR37M0.06%$57.6B
BRK.BBerkshire Hathaway CL B28M0.05%9.3%8.2%10.1%
LINCLincoln Educational Services Corp.28M0.05%75.6x1.0x10.0%12.1%-5.3%
RELXRELX plc27M0.05%
UCTTUltra Clean Holdings Inc.27M0.05%-21.0x259.8x-15.2%
AEISAdvanced Energy Industries26M0.04%84.6x97.8x7.7%4.9%7.0%37.7%
BKDBrookdale Senior Living Inc.26M0.04%$1.6B-11.9x337.3x-6.2%-2.0%0.5%26.2%
CAECAE Inc.24M0.04%$8.1B
OISOil States International Inc.24M0.04%$258M-4.8x2.6x-19.0%1.0%11.1%
TELTE Connectivity plc22M0.04%$44.4B32.9x13.5x14.6%7.2%18.6%35.2%
TTMITTM Technologies Inc.22M0.04%$2.5B113.0x-4313.8x6.6%6.7%-0.0%20.7%
ABCBAmeris Bancorp19M0.03%$4.1B14.1x8.3x10.1%
ACNAccenture18M0.03%14.8x9.4x24.6%9.5%15.6%
ADTNADTRAN Holdings Inc.17M0.03%$632M-30.1x5.5x-31.3%16.4%9.0%38.3%
BHEBenchmark Electronics17M0.03%$1.3B125.2x12.9x1.9%5.2%3.2%9.8%
CCSCentury Communities Inc.15M0.03%10.7x11.8x5.7%5.4%3.0%
CMCCommercial Metals18M0.03%$5.2B97.2x17.0x1.6%
DCODucommun Inc.19M0.03%$870M-57.7x-23.1x-3.9%5.6%-5.9%26.9%
FORMFormFactor Inc.17M0.03%5.2%2.5%1.5%39.3%
GHMGraham Corp.17M0.03%$359M85.5x62.9x10.2%18.3%2.6%25.2%
GLNGGolar LNG Ltd.15M0.03%$4.2B1.4%8.5%
HDHome Depot17M0.03%$359.5B22.0x32.2x22.8%4.5%7.7%33.3%
IBPInstalled Building Products17M0.03%$4.7B22.1x17.5x16.6%12.4%10.1%34.0%
LNCLincoln National15M0.03%$5.6B6.2x-14.3x6.9%0.9%-0.9%
LPXLouisiana-Pacific Corp.17M0.03%$6.1B33.9x67.6x7.0%2.5%3.4%21.8%
LXULSB Industries Inc.16M0.03%$458M38.4x48.7x2.6%11.9%2.9%17.0%
MAMAMama's Creations Inc19M0.03%$249M113.9x24.1x9.1%33.3%5.7%25.1%
MTRNMaterion Corp.15M0.03%5.3%8.7%5.8%17.3%
NPOEnPro Industries18M0.03%$3.3B161.4x24.0x1.8%
NVGSNavigator Holdings Ltd.15M0.03%$897M15.7x6.4x8.2%12.0%19.9%
ONBOld National Bancorp15M0.03%$7.8B13.4x9.4x7.9%
OTISOtis Worldwide Corp.15M0.03%$38.4B20.8x31.2x58.9%2.5%10.0%
SBCFSeacoast Banking Corp. of Florida15M0.03%$2.1B19.4x9.6x5.1%
SIMOSilicon Motion Technol ADR19M0.03%14.8%10.4%0.7%48.3%
SPBSpectrum Brands Holdings Inc.17M0.03%$1.7B20.3x12.6x4.2%1.4%5.9%36.7%
STNGScorpio Tankers Inc.18M0.03%
THRThermon Group Holdings Inc.15M0.03%6.7%14.2%6.1%45.3%
UTIUniversal Technical Institute17M0.03%35.5x39.5x15.2%22.7%6.6%
VIAVViavi Solutions Inc.19M0.03%4.5%-0.9%5.7%57.3%
VSHVishay Intertechnology19M0.03%-0.3%4.2%-2.9%19.4%
ABMABM Industries11M0.02%15.5x15.6x9.1%7.9%1.8%
ACAArcosa Inc.13M0.02%28.5x32.5x7.9%8.3%6.1%22.4%
ACLSAxcelis Technologies9M0.02%11.6%12.1%12.8%44.9%
AINAlbany International11M0.02%-4.9%5.6%7.0%20.6%
AMRCAmeresco Inc. CL A14M0.02%29.7x13.9x5.6%15.3%6.4%14.5%
AORTArtivion Inc.11M0.02%$1.0B107.0x1388.5x1.5%11.8%0.2%64.4%
ASTEAstec Industries14M0.02%$872M28.9x38.7x5.7%6.6%1.5%26.5%
ASYSAmtech Systems Inc.10M0.02%-56.5%3.9%8.7%34.0%
ATROAstronics Corp.13M0.02%21.0%11.4%5.0%29.9%
AXAxos Financial Inc.14M0.02%$3.8B11.6x5.0x14.5%19.7%662.9%
AXGNAxoGen Inc.12M0.02%-8.9%14.9%-1.3%74.3%
AXSAxis Capital Holdings Ltd.9M0.02%8.1x-173.5x15.9%6.3%-0.6%
BCCBoise Cascade Company13M0.02%19.0x161.1x6.4%3.2%0.2%
BDCBelden Inc.12M0.02%$4.1B17.9x17.1x18.8%9.2%8.1%38.0%
BKHBlack Hills9M0.02%18.7x-35.9x7.6%6.3%-6.4%
BZHBeazer Homes USA13M0.02%$642M16.0x121.8x3.7%2.2%0.1%14.2%
CBTCabot Corp.10M0.02%12.5%7.3%10.5%25.3%
CDECoeur Mining Inc.10M0.02%$3.5B18.6x4.4x17.7%21.4%32.2%
CDNACareDx Inc.10M0.02%$843M-54.1x18.5x-7.0%14.6%11.1%
CECOCECO Environmental Corp.14M0.02%59.6x-578.3x9.4%19.6%-0.7%34.8%
CENXCentury Aluminum Co.10M0.02%154.9x71.5x5.0%9.5%3.4%10.1%
CHEFChefs' Warehouse10M0.02%45.5x46.1x5.8%30.1%2.1%24.2%
COHUCohu Inc.15M0.02%-6.8%
DCOMDime Community Bancshares9M0.02%$1.2B15.6x-6.4x7.5%29.0%937.2%
DEODiageo ADR12M0.02%
DORMDorman Products10M0.02%10.6%14.3%3.6%42.1%
DYDycom Industries11M0.02%15.1%11.6%7.2%
EXPEagle Materials Inc.12M0.02%15.2x40.0x13.0%7.3%8.6%28.3%
FIPFtai Infrastructure Inc12M0.02%-2.0x-10.6x-4.0%48.9%-79.3%
FLOCFlowco Holdings Inc Cl A12M0.02%10.4%48.9%
FLYWFlywire Corp Voting9M0.02%1.6%36.4%15.9%
FULH.B. Fuller Co.14M0.02%$2.9B21.0x39.7x3.8%
FVRFrontview Reit Inc9M0.02%-0.5%62.8%
HLHecla Mining Co.9M0.02%34.7x35.1x12.4%
HLITHarmonic Inc.11M0.02%0.2%-1.0%26.9%48.5%
HNGEHinge Health Inc A13M0.02%-295.7%29.0%79.6%
HRIHERC Holdings Inc.10M0.02%4300.0x4.3x0.1%107.7%
HUNHuntsman Corp.10M0.02%$2.0B-8.8x31.0x-6.0%0.9%2.0%13.2%
HZOMarineMax Inc.9M0.02%-2.4%8.9%0.5%32.5%
IIINInsteel Industries Inc.13M0.02%12.7x25.4x11.0%6.5%2.9%14.4%
KALUKaiser Aluminum Corp.13M0.02%25.9x-114.1x13.7%23.5%-0.8%
KRESPDR S&P Regional Banking11M0.02%
KWRQuaker Chemical12M0.02%-0.1%5.9%4.3%36.0%
LADLithia Motors Inc.11M0.02%8.6x1143.8x12.4%23.4%0.0%15.2%
LFSTLifestance Health Group Inc10M0.02%0.5%46.3%7.7%
LPGDorian LPG Ltd14M0.02%$938M21.7x6.8x5.6%1.2%49.0%
MATVMativ Holdings Inc.10M0.02%$286M-1.4x13.2x-22.0%13.1%4.7%18.3%
MTRXMatrix Service Co.10M0.02%-20.6%-6.9%14.3%5.2%
MTWManitowoc Co.10M0.02%0.6%9.2%-0.7%18.1%
NGSNatural Gas Services Group Inc.11M0.02%7.3%88.6%-34.0%
NMIHNMI Holdings10M0.02%7.6x7.1x15.0%10.3%58.4%
OGSONE Gas Inc.9M0.02%18.9x-59.3x4.3%
ORIOld Republic International11M0.02%$9.4B10.6x7.9x15.8%5.0%12.7%
OUTOutfront Media Inc.14M0.02%$2.6B41.0x11.5x20.7%8.2%11.9%
PKOHPark Ohio Holdings Corp.12M0.02%6.2%6.8%0.1%
PLXSPlexus Corp.14M0.02%11.9%2.9%3.8%10.1%
PNTGPennant Group Inc.13M0.02%5.4%19.4%3.8%
PWPPerella Weinberg Partners11M0.02%$1.5B39.7x40.7x7.7%4.1%
RELYRemitly Global Inc13M0.02%$4.3B69.6x12.6x7.8%44.8%18.1%
ROGRogers Corp.14M0.02%-5.2%0.2%8.8%31.7%
SKYSkyline Champion Corp.10M0.02%12.8%12.6%7.7%26.7%
SONOSonos Inc.10M0.02%-17.2%1.7%7.5%43.7%
SPYSPDR S&P 500 ETF Trust11M0.02%
SRTAStrata Critical Medical Inc.9M0.02%14.8%-29.7%20.9%
TITNTitan Machinery Inc.13M0.02%-7.1%11.5%5.7%15.8%
TKRTimken Co.9M0.02%29.2x24.5x5.7%5.5%8.9%
TMHCTaylor Morrison Home Corp.14M0.02%$5.9B7.5x9.5x9.1%5.8%9.6%23.0%
TRNTrinity Industries13M0.02%$2.0B10.7x5.8x25.7%4.3%14.6%
TRNSTranscat Inc.11M0.02%5.1%10.0%9.3%32.1%
TRSTriMas Corp.11M0.02%10.2%-3.5%10.7%21.4%
UMHUMH Properties Inc.11M0.02%0.7%9.9%31.3%
UNHUnited Health Group Inc.11M0.02%$368.5B29.4x21.4x12.0%11.7%3.6%
UTZUtz Brands Inc.9M0.02%0.1%0.7%24.9%
VECOVeeco Instruments13M0.02%100.9x68.9x3.2%
VLYValley National Bancorp12M0.02%7.7%
WCCWESCO International Inc.14M0.02%12.7%13.8%0.1%
WSRWhitestone REIT12M0.02%4.5%6.4%31.4%
AEBIAebi Schmidt Holding Ag3M0.01%0.7%-0.3%19.9%
AIRAAR Corp.7M0.01%$2.1B309.7x1402.0x1.0%
ALGTAllegiant Travel Company4M0.01%-4.2%20.8%3.2%
ALTGAlta Equipment Group Inc4M0.01%16.0%1.3%25.9%
AMBQAmbiq Micro Inc7M0.01%-22.4%-27.2%44.3%
ANGOAngioDynamics Inc.3M0.01%-18.6%2.1%-5.0%53.9%
ATECAlphatec Holdings Inc.8M0.01%-24.8%
ATRCAtriCure Inc.7M0.01%-2.3%20.9%9.0%75.0%
AVAHAveanna Healthcare Holdings Inc.5M0.01%0.0%10.2%5.2%33.3%
AVBHAvidbank Holdings Inc6M0.01%-7.0%
AVNWAviat Networks Inc.7M0.01%0.4%
BBCPConcrete Pumping Holdings Inc.5M0.01%0.9%3.2%4.9%42.4%
BRZEBraze Inc A4M0.01%$3.3B-20.0x51.6x-21.0%37.5%8.4%67.1%
CAKECheesecake Factory8M0.01%$2.5B20.0x14.7x33.9%4.1%
CCRNCross Country Healthcare6M0.01%-29.4%4.7%3.8%
CENTACentral Garden & Pet8M0.01%$2.1B13.6x8.2x5.9%3.0%9.3%31.9%
CMCOColumbus McKinnon Corp.5M0.01%-0.4%3.5%2.5%33.8%
COLBColumbia Banking System Inc.6M0.01%7.0%421.5%
CONConcentra Group Holdings Par9M0.01%42.3%9.1%
CTOSCustom Truck One Source Inc.5M0.01%-1.3%65.9%21.4%28.5%
CVLGCovenant Transportation Group Inc. CL A7M0.01%1.8%
CYRXCryoPort Inc.6M0.01%15.6%17.5%-14.2%47.1%
DGIIDigi International8M0.01%5.1%9.0%24.5%62.9%
DNOWNOW Inc.4M0.01%-0.0%11.7%4.8%17.0%
DSXDiana Shipping Inc.3M0.01%1.7%4.7%22.2%
DVDoubleVerify Holdings Inc.6M0.01%4.5%25.1%23.1%
ETDEthan Allen Interiors8M0.01%$741M9.8x13.2x10.7%-2.1%8.2%60.5%
EVEREverQuote Inc. CL A4M0.01%41.7%14.8%13.0%
EXTRExtreme Networks Inc.5M0.01%$1.9B-426.7x14.2x-3.0%3.8%11.2%62.2%
EYENational Vision Holdings Inc.6M0.01%$1.0B46.3x17.0x2.7%3.0%3.7%
FLSFlowserve Corp.8M0.01%$6.2B26.4x16.2x9.2%4.9%9.2%33.4%
FNFabrinet8M0.01%$8.0B76.8x36.9x16.8%15.8%6.1%12.1%
FORForestar Group Inc.8M0.01%7.9x-8.7x6.5%12.3%-12.0%
GSMFerroglobe Plc9M0.01%
GXOGxo Logistics Inc.7M0.01%$4.4B169.5x32.0x1.2%16.3%0.8%
HCSGHealthcare Services Group9M0.01%11.6%0.9%7.6%
HLXHelix Energy Solutions5M0.01%1.6%12.0%9.3%12.3%
HOFTHooker Furniture Corp.5M0.01%-15.9%
HSTMHealthStream Inc.9M0.01%39.0x11.4x5.2%4.4%19.6%
IDAIDACORP Inc. Hldg. Co.6M0.01%$6.3B24.1x-16.3x4.7%6.3%-33.1%
IIIVI3 Verticals Inc. CL A9M0.01%4.6%7.3%1.8%
INFUInfuSystem Holdings Inc.7M0.01%$100M31.2x4.9x8.6%8.1%16.6%56.0%
INSGInseego Corp.6M0.01%-11.9%3.9%42.7%
INTTinTEST Corp.6M0.01%-2.4%
IPIIntrepid Potash Inc.6M0.01%$434M46.5x13.7x2.3%
JBIJanus International Group In7M0.01%$1.0B13.7x7.3x9.4%10.0%12.9%38.8%
JBTMJBT Marel Corp.8M0.01%$5.3B-134.7x27.9x-0.9%17.1%6.3%
JOUTJohnson Outdoors Inc.6M0.01%$251M1.9x-8.2%6.8%35.1%
KMPRKemper Corp.5M0.01%$3.9B13.0x8.5x4.0%-1.7%11.6%
LOCOEl Pollo Loco Holdings Inc.8M0.01%7.7%
LXFRLuxfer Holdings Plc4M0.01%2.9%3.4%6.8%23.2%
LYTSLSI Industries Inc.5M0.01%$464M29.4x14.7x8.7%6.0%24.7%
MASS908 Devices Inc5M0.01%13.6%15.9%-43.9%50.6%
MCMoelis & Co.4M0.01%$4.0B6.4x45.7%
MECMayville Engineering Co. Inc.7M0.01%-3.4%8.9%4.9%
METCBRamaco Resources Inc B6M0.01%-5.4%
MGMistras Group Inc.4M0.01%4.1%4.1%1.1%28.2%
MGNIMagnite Inc.5M0.01%9.8%26.4%23.2%
MRVIMaravai LifeSciences Holdings Inc.7M0.01%-25.9%-8.1%-38.1%18.3%
MTNVail Resorts Inc.3M0.01%16.9x23.5x7.7%8.6%10.8%
MURMurphy Oil8M0.01%1.6%9.0%46.4%
NPKINPK International Inc.4M0.01%10.6%-10.9%9.5%
NTCTNetScout Systems6M0.01%5.8%0.7%33.2%79.4%
NTGRNETGEAR Inc.6M0.01%-3.6%-11.0%-2.7%38.0%
NVSTEnvista Holdings Corp.7M0.01%$2.9B83.7x13.5x1.0%7.1%8.5%54.7%
NXQuanex Building Products9M0.01%-34.5%16.6%5.6%
OLNOlin Corp.6M0.01%$2.4B-29.6x20.4x-2.2%3.3%3.7%7.4%
ONEWOnewater Marine Inc Cl A5M0.01%-40.2%12.9%4.3%
ONTOOnto Innovation Inc.9M0.01%6.5%4.3%29.8%49.7%
OSISOSI Systems Inc.7M0.01%10.5%
PEPPepsiCo Inc.7M0.01%$181.0B25.1x28.4x12.3%5.9%8.2%54.1%
PGNYProgyny Inc.3M0.01%$2.0B38.3x9.9x11.3%30.2%14.9%23.6%
POWWAmmo Inc4M0.01%-58.9%-17.1%86.9%
PUMPProPetro Holding Corp.7M0.01%0.1%10.0%3.6%
PXEDPhoenix Education Partners I9M0.01%
QNSTQuinStreet Inc.4M0.01%-21.6x93.3x-14.4%6.2%1.1%7.5%
QTRXQuanterix Corp.5M0.01%-36.2%10.0%-57.5%46.8%
QXOQxo Inc4M0.01%$6.2B-26.5x37.6x-2.2%178.0%2.7%23.0%
RDNRadian Group6M0.01%8.8x44.0x12.2%-3.6%9.7%
RDNTRadNet Inc.5M0.01%-0.9%13.7%14.6%
REPXRiley Exploration Permian In7M0.01%18.2%164.3%54.2%
RLGTRadiant Logistics Inc.4M0.01%7.7%1.1%0.9%
ROSTRoss Stores Inc.4M0.01%$46.5B35.5x19.7x27.8%12.7%9.7%
RRBIRed River Bancshares Inc7M0.01%11.7%
SDHCSmith Douglas Homes Corp5M0.01%12.3%-3.8%21.8%
SIBNSI-BONE Inc.8M0.01%-8.9%22.3%-4.5%79.6%
SKTTanger Factory Outlet Centers7M0.01%
SLPSimulations Plus Inc.9M0.01%-51.9%13.7%22.0%58.4%
SMBKSmartFinancial Inc.9M0.01%9.1%
SMHISEACOR Marine Holdings Inc.8M0.01%-6.8x-1.4x-10.5%
STCStewart Information Services8M0.01%$1.8B16.7x11.4x7.0%5.2%4.5%
STRWStrawberry Fields Reit Inc4M0.01%0.9%58.1%
TALKTalkspace Inc.3M0.01%6.7%24.6%3.7%
TALOTalos Energy Inc.8M0.01%-14.6%25.3%52.6%
TILEInterface Inc. CL A3M0.01%14.1%4.7%8.8%38.7%
TTAMTitan America SA6M0.01%
TWITitan International Inc.5M0.01%-5.6%7.7%-1.3%13.9%
VITLVital Signs8M0.01%18.9%28.8%-6.4%37.6%
VMDViemed Healthcare Inc.5M0.01%10.9%15.5%4.4%57.5%
VPGVishay Precision Group3M0.01%1.5%2.6%2.1%38.9%
VSECVSE Corp.3M0.01%0.7%10.9%0.5%
ACCOACCO Brands Corp.2M0.00%6.2%-1.6%4.5%32.8%
ADIAnalog Devices15K0.00%$98.1B87.1x22.3x6.7%14.5%38.8%61.5%
AIRGAirgain Inc2M0.00%-22.7%1.3%-2.5%43.5%
AOSLAlpha & Omega Semiconductor Ltd886K0.00%$597M-12.6x-61.1x-11.6%8.4%-1.1%23.1%
APDAir Products & Chemicals5K0.00%$60.6B-163.5x-15.6x-2.6%6.3%-31.3%
ARLOArlo Technologies Inc.1M0.00%11.7%
ARMKAramark446K0.00%42.0x30.3x10.4%
ASIXAdvanSix Inc.2M0.00%$606M12.4x91.3x6.0%
ASPSAltisource Portfolio Solutions S.A.3M0.00%2.4%-14.1%-3.0%28.6%
ASPSWAltisource Portfolio 301K0.00%2.4%-14.1%-3.0%28.6%
ASPSZAltisource Portfolio 29c1K0.00%2.4%-14.1%-3.0%28.6%
AWKAmerican Water Works Inc.84K0.00%$28.9B22.0x-27.0x10.3%6.5%-20.8%
BBNXBeta Bionics Inc2M0.00%-25.5%-56.1%55.4%
BSMBlack Stone Minerals L.P.454K0.00%7.3%73.4%
CAHCardinal Health Inc.1M0.00%7.8%0.8%3.7%
CASYCasey's Gen'l Stores582K0.00%$17.0B56.4x32.6x9.2%11.7%3.7%
CHWYChewy Inc.581K0.00%$15.6B39.9x26.3x44.7%12.0%4.5%29.8%
CIACitizens Inc. CL A3M0.00%6.2%1.4%6.9%
CIENCiena Corp.1M0.00%$10.4B686.8x13.9x4.5%6.2%13.9%42.0%
CIGIColliers International Group Inc.843K0.00%$6.2B47.6x30.2x7.1%14.8%4.5%
CLARClarus Corp.1M0.00%-0.0%2.3%-4.0%33.1%
CLHClean Harbors Inc.1M0.00%14.2%13.9%7.3%
CLXClorox Co.4K0.00%$17.0B14.6x25.4x28.9%1.1%10.7%45.2%
CNICanadian Natl Railway Co.247K0.00%$61.9B15.1x18.3x3.0%19.6%
CNSCohen & Steers Inc.4K0.00%27.3%
COHRCoherent Corp.1M0.00%$11.0B-726.1x71.4x0.5%19.5%3.3%
CPCanadian Pacific Kansas City267K0.00%$68.8B19.1x31.1x9.0%14.4%14.7%
CRHCRH plc305K0.00%18.2x27.9x9.0%7.8%36.1%
CRNTCeragon Networks Ltd555K0.00%-1.2%5.2%5.3%33.8%
CWCurtiss-Wright Corp.954K0.00%$13.6B56.8x25.6x13.9%7.9%15.8%37.2%
DALDelta Air Lines Inc.801K0.00%$29.7B9.9x10.1x14.7%30.0%6.1%
DASHDoorDash Inc.3K0.00%$87.0B75.2x38.0x9.3%36.6%15.8%
DCIDonaldson Co.272K0.00%$8.0B27.4x24.8x17.5%
DGXQuest Diagnostics588K0.00%$19.8B22.3x18.5x7.7%3.2%12.3%
DINOHF Sinclair Corp.1M0.00%$6.2B22.7x9.2x4.8%19.2%3.2%
DOUGDouglas Elliman Inc3M0.00%8.3%5.9%-1.7%
DXCMDexCom Inc.4K0.00%$31.5B34.5x28.4x30.5%19.3%23.1%60.1%
ECLEcolab Inc.2K0.00%$72.4B34.8x37.7x21.2%6.4%11.8%
EGPEastGroup Properties SBI209K0.00%$8.8B42.1x18.2x7.4%14.7%66.6%
ENSGEnsign Group251K0.00%14.5%16.1%11.2%
ENTGEntegris Inc.1M0.00%87.3x60.4x3.1%11.4%12.4%44.4%
EQIXEquinix Inc.546K0.00%$86.4B78.5x-211.7x9.5%9.0%-4.3%
ESIElement Solutions Inc.2M0.00%4.4%6.6%8.9%42.0%
EVREvercore Inc.1M0.00%$8.2B24.6x5.7x29.1%11.2%30.5%
EXEExpand Energy Corp.1M0.00%$25.8B12.9x16.4x7.7%18.3%15.2%
EXELExelixis Inc.429K0.00%36.2%18.6%37.7%
FEMDFirst Eagle Mid C Ety ETF1M0.00%
FLEXFlex Ltd.1M0.00%$14.0B56.9x14.6x9.9%3.0%3.8%9.2%
FOSLFossil Inc.1M0.00%$63M-2.9x-2.4x-27.7%-9.0%-6.0%56.1%
FTAIFTAI Aviation Ltd.1M0.00%13.2%53.1%-13.5%
GDGeneral Dynamics33K0.00%$73.0B22.2x19.9x12.5%6.7%7.5%
GEHCGE HealthCare Technologies Inc.4K0.00%14.1x23.2x10.2%7.3%40.0%
GEOSGeospace Technologies3M0.00%-7.7%7.9%-27.3%29.7%
GNRCGenerac Holdings Inc.879K0.00%$6.9B100.4x24.5x6.1%11.1%6.4%38.3%
GTESGates Industrial Corp.2M0.00%$5.2B25.5x16.2x4.5%4.3%11.8%39.8%
HLIHoulihan Lokey Inc.700K0.00%$11.5B24.4x15.2x18.2%11.4%26.0%
HLLYHolley Inc1M0.00%4.3%4.0%5.5%43.4%
IAUiShares Gold Trust253K0.00%
JBHTJ.B. Hunt Transport Services Inc.960K0.00%$13.3B42.3x14.0x16.8%
JHXJames Hardie Industries PLC590K0.00%0.9%10.7%4.3%35.8%
JLLJones Lang Lasalle Inc.4K0.00%$11.1B17.8x8.8x10.6%9.5%4.6%
KODKEastman Kodak Co.3M0.00%-15.6%0.8%41.7%21.7%
KVHIKVH Industries Inc.2M0.00%-5.6%8.8%
LFUSLittelfuse Inc.1M0.00%$4.8B-159.3x13.9x-2.2%
LOPEGrand Canyon Education4K0.00%0.0%5.6%21.6%
LPLALPL Financial Holdings Inc.2K0.00%$26.7B26.2x-33.5x6.8%23.7%-5.8%
LRNStride Inc.376K0.00%15.2%18.2%17.9%39.2%
LUVSouthwest Airlines376K0.00%$17.1B51.7x-22.7x3.4%25.4%-3.0%
MKTXMarketAxess Holdings Inc.4K0.00%$8.4B20.7x21.2x21.6%4.2%44.2%
MSAMSA Safety Inc.4K0.00%14.3%6.8%15.8%46.5%
NATRNature's Sunshine Products Inc.2M0.00%12.1%4.5%6.0%72.4%
NCMINational CineMedia Inc.1M0.00%-27.2x88.2x-2.8%21.9%1.2%
NVTnVent Electric plc1M0.00%38.2x76.4x13.4%14.3%9.6%37.7%
ODFLOld Dominion Freight Line4K0.00%43.5x46.5x23.7%
PACKRanpak Holdings Corp. CL A3M0.00%$361M-14.0x30.3x-4.1%2.2%6.9%39.3%
PFGCPerformance Food Group771K0.00%3.4%
PHMPulteGroup Inc.356K0.00%$20.8B10.5x10.8x17.0%9.4%10.1%
PRPermian Resources Corp.1M0.00%$9.6B16.0x3.6x0.0%54.2%71.2%
PROFProfound Medical Corp2M0.00%-60.0%-238.4%70.8%
PWRQuanta Services1M0.00%11.7%20.5%5.7%15.0%
RESRPC Inc.2M0.00%2.9%
RGAReinsurance Group of America Inc.4K0.00%6.2%10.2%17.3%
RHPRyman Hospitality Properties830K0.00%32.5%37.5%22.9%
RJFRaymond James Financial Inc.358K0.00%$28.9B14.7x7.8x17.1%14.3%14.1%
RKTRocket Companies Inc.923K0.00%-275.8x-3.9x-0.3%
RPMRPM International Inc.176K0.00%$14.1B18.9x25.7x23.9%6.0%7.3%41.4%
RRXRegal Rexnord Corp.1M0.00%$7.3B47.8x13.0x2.4%
RSReliance Steel & Aluminum326K0.00%$15.5B26.3x30.4x10.3%10.2%3.5%
SAROStandardaero Inc721K0.00%$9.3B32.2x38.2x10.4%3.9%
SBUXStarbucks Corp.1M0.00%$92.8B63.3x43.3x23.3%9.6%6.6%
SDRLSeadrill Ltd2M0.00%-128.1x-2.2%12.5%-2.6%
SNSharkninja Inc851K0.00%$11.6B22.7x22.1x26.2%7.6%49.0%
STESTERIS Plc4K0.00%$22.0B34.9x30.6x7.2%12.5%14.3%44.0%
STVNStevanato Group Spa2M0.00%
SUNBSunbelt Rentals Holdings Inc449K0.00%
TACTransAlta Corp.274K0.00%
TDYTeledyne Technologies4K0.00%$22.4B32.9x22.9x6.9%14.7%17.6%
THCTenet Healthcare Corp.1M0.00%$13.8B11.2x4.3x56.1%3.9%11.9%
TNCTennant Co.2M0.00%$1.3B35.5x34.7x5.0%3.8%3.6%40.2%
TOLToll Brothers354K0.00%$10.3B10.0x8.8x16.3%
TRGPTarga Resources Corp.5K0.00%$34.3B32.6x88.3x9.4%19.9%3.4%
TRVGTrivago Nv ADR768K0.00%5.3%
TXRHTexas Roadhouse Inc-A526K0.00%27.8%19.6%5.8%
UEICUniversal Electronics Inc.993K0.00%-12.7%-9.7%5.4%28.9%
UGIUGI Corp.426K0.00%11.5x36.2x5.9%2.1%5.5%
URIUnited Rentals4K0.00%24.3x14.4x10.7%13.1%140.5%166.3%
USFEFirst Eagle Us Equity ETF996K0.00%
VFCV.F. Corp.4K0.00%26.1x13.9x4.7%0.8%7.0%
WCNWaste Connections4K0.00%13.1%11.7%13.0%
WLKWestlake Chemical Corp.831K0.00%-10.5%8.3%-4.7%7.3%
WMBWilliams Cos.315K0.00%20.4%14.3%6.7%
WMSAdvanced Drainage Systems731K0.00%12.2%9.0%18.7%38.3%
WPCWP Carey4K0.00%2.8%7.3%74.7%
WRBYWarby Parker Inc.3M0.00%0.4%17.2%5.0%54.0%
XGNExagen Inc.376K0.00%-49.4%9.7%-21.4%58.3%
XPOXPO Logistics721K0.00%17.0%5.7%4.0%
XRXXerox Holdings Corp.1M0.00%-23.1%0.0%2.7%