First Eagle Investment's DIS Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 3.44 M shares of The Walt Disney Company (DIS) worth $391.75 M, representing 0.69% of the portfolio. First purchased in 2016-Q2, this medium-term investment has been held for 18 quarters.
Based on 13F filings, First Eagle Investment has maintained a strategic position in DIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 4.02 M shares. Largest reduction occurred in Q4 2024, reducing 581,408 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's The Walt Disney Company (DIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Walt Disney Company (DIS) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +7,000 | New Buy | 7,000 | $97.86 |
| Q1 2018 | -7,000 | Sold Out | 0 | $0.00 |
| Q3 2023 | +4.02 M | New Buy | 4.02 M | $81.05 |
| Q4 2023 | -10,823 | Reduce 0.27% | 4.01 M | $90.29 |
| Q1 2024 | +39,581 | Add 0.99% | 4.05 M | $122.36 |
| Q2 2024 | -12,954 | Reduce 0.32% | 4.04 M | $99.29 |
| Q3 2024 | -2,102 | Reduce 0.05% | 4.04 M | $96.19 |
| Q4 2024 | -581,408 | Reduce 14.40% | 3.46 M | $111.35 |
| Q1 2025 | +19,794 | Add 0.57% | 3.48 M | $98.70 |
| Q2 2025 | -53,092 | Reduce 1.53% | 3.42 M | $124.01 |
| Q3 2025 | +3,158 | Add 0.09% | 3.43 M | $114.50 |
| Q4 2025 | +16,924 | Add 0.49% | 3.44 M | $113.77 |
First Eagle Investment's The Walt Disney Company Investment FAQs
First Eagle Investment first purchased The Walt Disney Company (DIS) in Q2 2016, acquiring 7,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held The Walt Disney Company (DIS) for 18 quarters since Q2 2016.
First Eagle Investment's largest addition to The Walt Disney Company (DIS) was in Q3 2023, adding 4,024,313 shares worth $326.17 M.
According to the latest 13F filing for Q4 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 3,443,391 shares of The Walt Disney Company (DIS), valued at approximately $391.75 M.
As of the Q4 2025 filing, The Walt Disney Company (DIS) represents approximately 0.69% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in The Walt Disney Company (DIS) was 4,053,071 shares, as reported at the end of Q1 2024.