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# First Eagle Lists Matching $1 Billion ONEOK Exit And Opening As Gold Holdings Grow
- URL: https://www.bullished.co/first-eagle-lists-matching-1-billion-oneok-exit-and-opening-as-gold-holdings-grow-e4be8a9b/
- Published: 2026-11-10T17:21:25.000Z
- Updated: 2026-11-10T17:21:25.000Z
- Description: Disclosed holdings rose to $63.7 billion from $59.9 billion, while the number of positions fell to 420 from 424.
- Author: Matteo Parrino
- Tags: SEC Filings, Industry: Not classified, Topic: Ownership & Activism

First Eagle Investment Management's third-quarter holdings comparison showed a [$1 billion exit](https://www.sec.gov/Archives/edgar/data/0001325447/000132544726000037/0001325447-26-000037-index.html?ref=bullished.co) from ONEOK alongside a matching opening in the same name, while its gold-related share counts increased. The comparison came from a quarterly SEC holdings disclosure filed Tuesday—a 13F, which large investors use to report their U.S. stock holdings.

## ONEOK On Both Sides

The ONEOK entries each covered 11.8 million shares valued at $1 billion. The opening accounted for about 2% of First Eagle's disclosed holdings.

The paired entries sit alongside a larger reported portfolio: holdings reached $63.7 billion, compared with $59.9 billion previously. First Eagle reported 420 positions, down from 424, and Alphabet ranked as its largest holding at $2.5 billion, about 4% of the portfolio.

## More Shares In Gold Holdings

First Eagle held [3 million shares](https://www.sec.gov/Archives/edgar/data/0001325447/000132544726000037/0001325447-26-000037-index.html?ref=bullished.co) of SPDR Gold Trust, compared with 2.5 million previously. The position was worth $1.1 billion.

Its Newmont position also grew by share count, reaching 12.3 million shares from 11.6 million. Those holdings were valued at $1.4 billion.

Share counts matter to this comparison because they distinguish changes in the amount held from changes in reported market value. First Eagle's prior-quarter software holdings included Workday and Salesforce positions each valued at $1.1 billion.

## Transport Exits, ExxonMobil Opening

First Eagle exited C.H. Robinson, a position covering 3.6 million shares with a previous value of $686 million. It also exited Expeditors, whose 2 million shares had been worth $329.4 million in the prior quarter.

Elsewhere, the comparison listed an opening in ExxonMobil Holdings: 5.1 million shares valued at $828.3 million.

Learn

- [13F Filing Deadline: What Big Funds' Holdings Do And Do Not Show →](https://www.bullished.co/learn/13f-filing-deadline-what-it-shows/)  
13F filings arrive weeks after each quarter ends and cover only some positions. Learn what they leave out and how Form 4 and 13D/13G fill the gap.

### Sources

- [First Eagle Investment Management, LLC 13F-HR (Q3 2026)](https://www.sec.gov/Archives/edgar/data/0001325447/000132544726000037/0001325447-26-000037-index.html?ref=bullished.co) — SEC EDGAR