First Eagle Investment Management significantly increased its position in consumer goods giant Unilever PLC during the second quarter of 2026. According to a mandatory quarterly disclosure filed with the SEC on August 24, the firm boosted its holdings by over 109%, from approximately 806,000 shares to nearly 1.7 million. This disclosure reflects positions held as of June 30, 2026, so the trades occurred sometime in the preceding three months.
The reported value of First Eagle's stake in Unilever grew from $45.9 million to $101.3 million. This notable portfolio change was revealed just before the August 26 announcement that Victory Capital would acquire First Eagle, creating a much larger asset management entity.