Where Data Tells the Story
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This bar chart highlights First Eagle’s most aggressive capital deployments of the quarter, led by a surprising $260.5M position in The Magnum Ice Cream Company — a consumer‑brand bet that dwarfs all other new buys. Smaller but meaningful allocations follow across Unilever, F&G Annuities, Eagle Materials, and a mix of industrial and specialty‑service names.
🧠 Takeaway:
First Eagle is leaning into defensible cash‑flow businesses while selectively adding niche operators with stable demand and pricing power.
📊 Analysis: