13F Portfolios

First Eagle Investment Management, LLC: FRANCO NEV CORP (FNV): Quarterly 13F Position History

As of Q1 2026, First Eagle Investment Management, LLC reported 5,274,537 shares of FRANCO NEV CORP (FNV), worth $1.3B and representing 1.7% of its 13F equity book. Quarter-over-quarter share count change: + 151,093 (+2.9%) . The position first appeared in Q1 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 5,274,537 +151,093 +2.9% $1.3B 1.7% $247.6
Q4 2025 5,123,444 +1,074,257 +26.5% $1.1B 1.9% $207.3
Q3 2025 4,049,187 +846,950 +26.4% $901.1M 1.6% $222.5
Q2 2025 3,202,237 16,954 -0.5% $526.1M 1.1% $164.3
Q1 2025 3,219,191 147,353 -4.4% $506.4M 1.1% $157.3
Q4 2024 3,366,544 +107,043 +3.3% $395.1M 0.9% $117.4
Q3 2024 3,259,501 799 -0.0% $404.8M 0.8% $124.2
Q2 2024 3,260,300 +47,311 +1.5% $386.6M 0.9% $118.6
Q1 2024 3,212,989 +62,892 +2.0% $383.0M 0.9% $119.2
Q4 2023 3,150,097 +891,164 +39.5% $348.9M 0.8% $110.8
Q3 2023 2,258,933 +71,226 +3.3% $301.6M 0.8% $133.5
Q2 2023 2,187,707 +68,467 +3.2% $311.8M 0.8% $142.5
Q1 2023 2,119,240 +1,936 +0.1% $309.1M 0.8% $145.9
Q4 2022 2,117,304 59,501 -2.7% $288.6M 0.8% $136.3
Q3 2022 2,176,805 +58,287 +2.8% $260.0M 0.8% $119.4
Q2 2022 2,118,518 +232,671 +12.3% $278.7M 0.8% $131.5
Q1 2022 1,885,847 +9,458 +0.5% $300.1M 0.7% $159.1
Q4 2021 1,876,389 4,983 -0.3% $259.5M 0.7% $138.3
Q3 2021 1,881,372 20,722 -1.1% $244.4M 0.6% $129.9
Q2 2021 1,902,094 14,123 -0.7% $276.0M 0.7% $145.1
Q1 2021 1,916,217 +12,932 +0.7% $240.1M 0.6% $125.3
Q4 2020 1,903,285 17,829 -0.9% $238.6M 0.7% $125.4
Q3 2020 1,921,114 688,324 -26.4% $268.5M 0.8% $139.7
Q2 2020 2,609,438 853,558 -24.6% $364.5M 1.1% $139.7
Q1 2020 3,462,996 164,778 -4.5% $346.0M 1.3% $99.9
Q4 2019 3,627,774 14,842 -0.4% $374.6M 1.0% $103.3
Q3 2019 3,642,616 965,070 -20.9% $331.9M 0.9% $91.1
Q2 2019 4,607,686 0 $345.5M 0.9% $75.0
Q1 2019 4,607,686 829,312 -15.3% $345.5M 0.9% $75.0
Q4 2018 5,436,998 134,027 -2.4% $381.3M 1.1% $70.1
Q3 2018 5,571,025 +30,338 +0.5% $348.7M 0.9% $62.6
Q2 2018 5,540,687 28,461 -0.5% $404.8M 1.0% $73.1
Q1 2018 5,569,148 19,496 -0.3% $379.9M 0.9% $68.2
Q4 2017 5,588,644 1,100,545 -16.5% $446.6M 1.1% $79.9
Q3 2017 6,689,189 472,002 -6.6% $518.4M 1.2% $77.5
Q2 2017 7,161,191 19,293 -0.3% $516.9M 1.2% $72.2
Q1 2017 7,180,484 +120,323 +1.7% $469.7M 1.2% $65.4
Q4 2016 7,060,161 +8,927 +0.1% $421.7M 1.1% $59.7
Q3 2016 7,051,234 41,171 -0.6% $492.4M 1.2% $69.8
Q2 2016 7,092,405 +41,201 +0.6% $539.1M 1.4% $76.0
Q1 2016 7,051,204 $432.5M 1.1% $61.3

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did First Eagle Investment Management, LLC first disclose a FNV position in 13F-HR filings?

First Eagle Investment Management, LLC first reported FRANCO NEV CORP (FNV) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.

What was First Eagle Investment Management, LLC's most recent quarter-over-quarter share-count change in FNV?

Between Q4 2025 and Q1 2026, First Eagle Investment Management, LLC added 151,093 shares of FNV (+2.9%), bringing the total reported position to 5,274,537 shares at a market value of $1.3B.

Does the implied price-per-share represent First Eagle Investment Management, LLC's cost basis in FNV?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.