Position in PLXS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$27,684,791
+$14,005,037 QoQ
Shares Held
92,077
+36.3% QoQ
Ownership
0.345%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#43
of 445 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLXS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026First Eagle Investment Management, LLC holds $184,551,523 across 12 Electronic Components names. PLXS ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHE |
Benchmark Electronics Inc
|
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
This page
|
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 |
All Filings in PLXS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,684,791 | 92,077 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,679,754 | 67,541 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $3,170,597 | 20,262 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,018,897 | 36,712 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,160,238 | 50,012 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,652,409 | 59,612 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,727,388 | 80,712 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,864,806 | 63,076 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||