First Eagle Investment Management, LLC
Position in ARLO — Arlo Technologies, Inc.
CIK 1325447
NEW YORK, NY
Position in ARLO
as of Jun 30, 2026
· filed Aug 24, 2026
Position Value
$10,139,656
+$8,823,381 QoQ
Shares Held
752,200
+713.2% QoQ
Ownership
0.699%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#31
of 260 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026First Eagle Investment Management, LLC holds $517,833,568 across 7 Building Products & Equipment names. ARLO ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSL |
Carlisle Companies Inc
|
1,234,540 | $447,829,385 | |
| 2 | LPX |
Louisiana-Pacific Corp
|
291,803 | $22,953,223 | |
| 3 | GFF |
Griffon Corp
|
170,157 | $16,595,412 | |
| 4 | NPKI |
NPK International Inc.
|
721,002 | $11,471,141 | |
| 5 | ARLO |
Arlo Technologies, Inc.
This page
|
752,200 | $10,139,656 | |
| 6 | NX |
Quanex Building Products CORP
|
474,211 | $8,829,808 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
167 | $14,943 |
All Filings in ARLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,139,656 | 752,200 | Shares | Sole | 2026-08-24 | |
| 2026-03-31 | $1,316,275 | 92,500 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||