Meta Platforms has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
Superinvestors › First Eagle
First Eagle’s cannibal stocks
First Eagle Investment Management · 13F for Q2 2026
52cannibals held
$39.7Bin these positions
Q2 2026latest 13F filing
Elevance Health retired 2.4% of its shares in twelve months, so this stake grew 2.5% without buying a share.
Shares held, 8 quarters
BNY retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.
Shares held, 8 quarters
HCA Healthcare retired 5.1% of its shares in twelve months, so this stake grew 5.4% without buying a share.
Shares held, 8 quarters
Oracle has retired 42.3% of its shares since its peak.
Shares held, 8 quarters
Willis Towers Watson retired 3.0% of its shares in twelve months, so this stake grew 3.1% without buying a share.
Shares held, 8 quarters
ADP retired 1.8% of its shares in twelve months, so this stake grew 1.8% without buying a share.
Shares held, 8 quarters
Comcast retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Booking Holdings retired 6.8% of its shares in twelve months, so this stake grew 7.2% without buying a share.
Shares held, 8 quarters
Ppg Industries retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Colgate-Palmolive retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Shares held, 8 quarters
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
C. H. Robinson Worldwide retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Shares held, 8 quarters
Universal Health Services retired 5.7% of its shares in twelve months, so this stake grew 6.0% without buying a share.
Shares held, 8 quarters
NOV retired 2.3% of its shares in twelve months, so this stake grew 2.3% without buying a share.
Shares held, 8 quarters
American Express retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.
Shares held, 8 quarters
Noble Corp
NEAdded$1.0B27,914,324 shares
Tracked by the Radar, not on the leaderboard yet.
Shares held, 8 quarters
Dollar General has retired 35.4% of its shares since its peak.
Shares held, 8 quarters
Charter Communications retired 11.7% of its shares in twelve months, so this stake grew 13.3% without buying a share.
Shares held, 8 quarters
Carlisle Companies retired 5.0% of its shares in twelve months, so this stake grew 5.2% without buying a share.
Shares held, 8 quarters
Ipg Photonics has retired 21.3% of its shares since its peak.
Shares held, 8 quarters
Cummins retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
Deere & retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
Warrior Met Coal
HCCNew$629.6M7,758,116 shares
Tracked by the Radar, not on the leaderboard yet.
Shares held, 8 quarters
Spectrum Brands retired 1.6% of its shares in twelve months, so this stake grew 1.7% without buying a share.
Shares held, 8 quarters
Louisiana-Pacific has retired 51.8% of its shares since its peak.
Shares held, 8 quarters
TE Connectivity retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.
Shares held, 8 quarters
Dorman Products retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Shares held, 8 quarters
Lithia Motors retired 9.3% of its shares in twelve months, so this stake grew 10.3% without buying a share.
Shares held, 8 quarters
Home Depot has retired 57.5% of its shares since its peak.
Shares held, 8 quarters
UnitedHealth retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Element Solutions has retired 15.4% of its shares since its peak.
Shares held, 8 quarters
Texas Instruments has retired 47.4% of its shares since its peak.
Shares held, 8 quarters
Radian Group retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.
Shares held, 8 quarters
PepsiCo retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
Vail Resorts retired 0.7% of its shares in twelve months, so this stake grew 0.7% without buying a share.
Shares held, 8 quarters
Wendy's has retired 59.4% of its shares since its peak.
Shares held, 8 quarters
Flex retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Quest Diagnostics retired 0.8% of its shares in twelve months, so this stake grew 0.8% without buying a share.
Shares held, 8 quarters
Flexsteel retired 23.4% of its shares in twelve months, so this stake grew 30.5% without buying a share.
Shares held, 8 quarters
Generac has retired 14.6% of its shares since its peak.
Shares held, 8 quarters
Delta Air Lines has retired 22.7% of its shares since its peak.
Shares held, 8 quarters
Fossil Group has retired 16.3% of its shares since its peak.
Shares held, 8 quarters
Voya Financial retired 4.8% of its shares in twelve months, so this stake grew 5.0% without buying a share.
Shares held, 8 quarters
Toll Brothers retired 4.4% of its shares in twelve months, so this stake grew 4.6% without buying a share.
Shares held, 8 quarters
Olin retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
PulteGroup retired 3.8% of its shares in twelve months, so this stake grew 4.0% without buying a share.
Shares held, 8 quarters
Reliance retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.
Shares held, 8 quarters
United Rentals retired 2.2% of its shares in twelve months, so this stake grew 2.2% without buying a share.
Shares held, 8 quarters
Southwest Airlines retired 5.4% of its shares in twelve months, so this stake grew 5.7% without buying a share.
Shares held, 8 quarters
General Dynamics has retired 37.8% of its shares since its peak.
Shares held, 8 quarters
Old Dominion Freight Line retired 0.8% of its shares in twelve months, so this stake grew 0.8% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does First Eagle own?
In the Q2 2026 13F, First Eagle Investment Management held META, ELV, BNY, HCA, ORCL, WTW, ADP, CMCSA, BKNG, PPG, CL, MSFT, CHRW, UHS, NOV, AXP, NE, DG, CHTR, CSL, IPGP, CMI, DE, HCC, SPB, LPX, TEL, DORM, LAD, HD, UNH, ESI, TXN, RDN, PEP, MTN, WEN, FLEX, DGX, FLXS, GNRC, DAL, FOSL, VOYA, TOL, OLN, PHM, RS, URI, LUV, GD, ODFL. 50 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From First Eagle Investment Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help First Eagle?
Flexsteel retired 23.4% of its shares in the last twelve months. That alone made every remaining share, including First Eagle's 40,000, 30.5% bigger as a slice of the company, without buying anything.
First Eagle’s moves in companies like these are covered on Cannibal Stocks.
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