Titelia

Holdings of First Eagle Small Cap Opportunity Fund

First Eagle Funds · 231 declared positions · as of Apr 30, 2026

Original filing · Net assets 2.2B $ · Ten largest lines: 11 % of the equity sleeve

Sector breakdown

  • Technology 1.3 %
  • Industrials 0.7 %
  • Materials 0.4 %
  • Unattributed 97.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 93.8 %
  • MH 1.7 %
  • KY 1.6 %
  • MC 0.8 %
  • GB 0.7 %
  • BM 0.7 %
  • BE 0.3 %
  • IT 0.2 %
  • CH 0.1 %
  • CA 0.1 %
  • NL 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US2142B $93.76 %
MH436.2M $1.73 %
KY232.4M $1.55 %
MC116.3M $0.78 %
GB315.5M $0.74 %
BM215.1M $0.72 %
BE15.4M $0.26 %
IT13.7M $0.18 %
CH13.1M $0.15 %
CA11.9M $0.09 %
NL1704.3K $0.03 %

Positions

CompanySharesValueWeight
Silicon Motion Technology Corp 122,43126.8M $1.20 %
Vishay Intertechnology Inc 881,81425.5M $1.15 %
TTM Technologies Inc 154,02224.4M $1.09 %
Ultra Clean Holdings Inc 311,51024.3M $1.09 %
Lincoln Educational Services Corp 562,22623.1M $1.04 %
Brookdale Senior Living Inc 1,580,58822.7M $1.02 %
Benchmark Electronics Inc 268,42522M $0.99 %
Advanced Energy Industries Inc 54,89521.1M $0.95 %
Oil States International Inc 1,757,31620.2M $0.91 %
ADTRAN Holdings Inc 1,137,99920.1M $0.90 %
Cohu Inc 423,90820.1M $0.90 %
Ducommun Inc 133,72819M $0.85 %
Ameris Bancorp 221,96918.9M $0.85 %
Viavi Solutions Inc 357,16918.7M $0.84 %
Commercial Metals Co 254,08117.5M $0.79 %
Spectrum Brands Holdings Inc 206,27117M $0.76 %
Veeco Instruments Inc 335,83916.7M $0.75 %
Graham Corp 175,41516.7M $0.75 %
Enpro Inc 57,13616.7M $0.75 %
Materion Corp 88,76416.3M $0.73 %
Scorpio Tankers Inc 200,52116.3M $0.73 %
Installed Building Products Inc 56,44516.3M $0.73 %
Kaiser Aluminum Corp 95,19216.2M $0.73 %
Thermon Group Holdings Inc 265,82316.1M $0.72 %
Remitly Global Inc 722,26915.8M $0.71 %
Rogers Corp 116,36415.8M $0.71 %
Universal Technical Institute Inc 414,64115.6M $0.70 %
Plexus Corp 61,74915.5M $0.69 %
FormFactor Inc 113,71215.5M $0.69 %
Navigator Holdings Ltd 707,62615.4M $0.69 %
WESCO International Inc 44,16115.4M $0.69 %
Mama's Creations Inc 1,073,09015.2M $0.68 %
CECO Environmental Corp 205,06415.2M $0.68 %
Old National Bancorp/IN 629,69515.1M $0.68 %
Ameresco Inc 506,72315M $0.67 %
Louisiana-Pacific Corp 204,78914.8M $0.66 %
Astec Industries Inc 226,05714.7M $0.66 %
Titan Machinery Inc 693,74214.5M $0.65 %
Dorian LPG Ltd 370,18514.3M $0.64 %
LSB Industries Inc 956,11214.2M $0.64 %
Seacoast Banking Corp of Florida 452,23214.2M $0.64 %
Arcosa Inc 111,45814.1M $0.63 %
Outfront Media Inc 450,95813.9M $0.62 %
Hinge Health Inc 310,09813.8M $0.62 %
Axos Financial Inc 139,84113.5M $0.61 %
Golar LNG Ltd 243,66613.4M $0.60 %
Axogen Inc 307,25713.3M $0.60 %
Herc Holdings Inc 103,77913.2M $0.59 %
Lincoln National Corp 348,11713.2M $0.59 %
Flowco Holdings Inc 527,02213.1M $0.59 %
HB Fuller Co 214,60213M $0.58 %
FTAI Infrastructure Inc 2,099,94512.9M $0.58 %
Amtech Systems Inc 726,48112.6M $0.57 %
Perella Weinberg Partners 548,98812.5M $0.56 %
Quaker Chemical Corp 91,31512.4M $0.56 %
Taylor Morrison Home Corp 204,18512.4M $0.56 %
Park-Ohio Holdings Corp 415,30612M $0.54 %
Eagle Materials Inc 57,03812M $0.54 %
Trinity Industries Inc 366,10611.9M $0.54 %
Boise Cascade Co 150,60311.9M $0.54 %
Harmonic Inc 1,042,64511.9M $0.54 %
Whitestone REIT 627,29211.9M $0.53 %
Pennant Group Inc/The 378,52911.9M $0.53 %
Century Communities Inc 211,55411.9M $0.53 %
Lithia Motors Inc 40,70311.8M $0.53 %
Axcelis Technologies Inc 84,08611.7M $0.53 %
Astronics Corp 162,14711.6M $0.52 %
Valley National Bancorp 840,14511.4M $0.51 %
ABM Industries Inc 270,17611M $0.49 %
Huntsman Corp 762,21811M $0.49 %
Albany International Corp 186,95510.9M $0.49 %
Matrix Service Co 792,20210.7M $0.48 %
Simulations Plus Inc 754,36910.7M $0.48 %
Flywire Corp 789,95210.7M $0.48 %
Onto Innovation Inc 36,01110.6M $0.48 %
Chefs' Warehouse Inc/The 136,82310.6M $0.48 %
LifeStance Health Group Inc 1,400,78510.6M $0.48 %
Artivion Inc 294,35510.5M $0.47 %
Cabot Corp 136,49010.5M $0.47 %
UMH Properties Inc 670,39910.4M $0.47 %
Beazer Homes USA Inc 480,78210.4M $0.47 %
Transcat Inc 135,52710.3M $0.46 %
Natural Gas Services Group Inc 251,85610.2M $0.46 %
TriMas Corp 276,49710.2M $0.46 %
Sonos Inc 686,18510.2M $0.46 %
Manitowoc Co Inc/The 739,94210.1M $0.45 %
Strata Critical Medical Inc 1,971,0419.9M $0.44 %
CareDx Inc 474,8929.9M $0.44 %
Insteel Industries Inc 374,0959.8M $0.44 %
Dycom Industries Inc 23,6299.8M $0.44 %
Belden Inc 86,9479.8M $0.44 %
I3 Verticals Inc 420,0369.5M $0.43 %
Ambiq Micro Inc 247,6099.3M $0.42 %
Dorman Products Inc 82,0219.2M $0.41 %
NMI Holdings Inc 237,6949.2M $0.41 %
Champion Homes Inc 118,8719.1M $0.41 %
FrontView REIT Inc 509,4739M $0.40 %
Old Republic International Corp 224,5389M $0.40 %
SmartFinancial Inc 213,2288.9M $0.40 %
Inseego Corp 488,0058.9M $0.40 %