First Eagle Investment Management, LLC

Position in BHE — Benchmark Electronics Inc

CIK 1325447 NEW YORK, NY

Position in BHE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$34,629,616

+$18,003,959 QoQ

Shares Held

350,964

+18.3% QoQ

Ownership

0.977%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#23

of 330 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

First Eagle Investment Management, LLC holds $184,551,523 across 12 Electronic Components names. BHE ranks #1 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHE	Benchmark Electronics Inc This page	350,964	$34,629,616
2	ROG	Rogers Corp	188,268	$30,825,119
3	TTMI	Ttm Technologies Inc	157,414	$29,439,565
4	PLXS	Plexus Corp	92,077	$27,684,791
5	TEL	TE Connectivity plc	109,839	$22,144,640
6	FN	Fabrinet	20,576	$11,565,358
7	OSIS	Osi Systems Inc	52,162	$11,407,829
8	LYTS	Lsi Industries Inc	340,824	$9,059,101

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,629,616	350,964	+18.3%	Shares	Sole	2026-08-05
2026-03-31	$16,625,657	296,569	+18.4%	Shares	Sole	2026-05-14
2025-12-31	$10,710,054	250,469	+5.0%	Shares	Sole	2026-02-04
2025-09-30	$9,192,979	238,469	+5.9%	Shares	Sole	2025-11-12
2025-06-30	$8,739,817	225,079	-8.1%	Shares	Sole	2025-08-06
2025-03-31	$9,312,748	244,879	+2.3%	Shares	Sole	2025-05-12
2024-12-31	$10,863,266	239,279	-17.7%	Shares	Sole	2025-02-10
2024-09-30	$12,882,893	290,679	+4.7%	Shares	Sole	2024-11-12
2024-06-30	$10,953,267	277,579	-7.7%	Shares	Sole	2024-08-12
2024-03-31	$9,024,877	300,729	+3.1%	Shares	Sole	2024-05-09
2023-12-31	$8,059,602	291,592	+16.7%	Shares	Sole	2024-02-08
2023-09-30	$6,060,366	249,809	+119.4%	Shares	Sole	2023-11-08
2023-06-30	$2,941,442	113,877	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.