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First Eagle U.S. Fund Q1 2026 Portfolio Review
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First Eagle U.S. Fund Q1 2026 Portfolio Review

Seeking Alpha·First Eagle Investments·29 days ago
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Summary

  • U.S. Fund A Shares (without sales charge*) posted a return of 1.17% in first quarter 2026.
  • Leading contributors in the First Eagle U.S. Fund this quarter included gold bullion, Exxon Mobil Corporation, Noble Corporation PLC Class A, IPG Photonics Corporation and SLB Limited.
  • The leading detractors in the quarter were Workday, Inc. Class A, Oracle Corporation, Salesforce.com, Inc., Meta Platforms, Inc. Class A and Universal Health Services, Inc, Class B.
Real estate entrepreneurs meeting to sell a house, discussing real estate deals, with house plans on the table, symbolizing real estate investment and negotiations.

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The following segment was excerpted from First Eagle U.S. Fund Q1 2026 Commentary.

Portfolio Review

U.S. Fund A Shares (without sales charge*) posted a return of 1.17% in first quarter 2026. Energy and materials were the leading contributors among

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