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First Eagle Small Cap Opportunity Fund Q1 2026 Portfolio Review
First Eagle Investments · 2026-05-07 · via All Articles on Seeking Alpha

Summary

  • Leading contributors in the First Eagle Small Cap Opportunity Fund this quarter included Ultra Clean Holdings, Oil States International, Lincoln Educational Services, Advanced Energy and FormFactor.
  • Oil States International shares rallied on very strong bookings during the quarter and improved operator-powered solutions and services inside the wellbore.
  • The leading detractors in the quarter were Vital Farms, Alphatec Holdings, Beta Bionics, SI-BONE. and Herc Holdings.

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