First Eagle Investment's NCMI Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 435,618 shares of National CineMedia, Inc. (NCMI) worth $1.33 M, representing 0.00% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, First Eagle Investment has maintained a strategic position in NCMI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 537,822 shares. Largest reduction occurred in Q1 2026, reducing 819,704 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's National CineMedia (NCMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly National CineMedia (NCMI) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -819,704 | Reduce 65.30% | 435,618 | $3.05 |
| Q4 2025 | -5,000 | Reduce 0.40% | 1.26 M | $3.89 |
| Q3 2025 | -384,125 | Reduce 23.36% | 1.26 M | $4.51 |
| Q2 2025 | -213,111 | Reduce 11.47% | 1.64 M | $4.85 |
| Q1 2025 | +325,384 | Add 21.24% | 1.86 M | $6.59 |
| Q4 2024 | -434,181 | Reduce 22.08% | 1.53 M | $6.64 |
| Q1 2024 | +537,822 | Add 37.65% | 1.97 M | $5.15 |
| Q4 2023 | +1.43 M | New Buy | 1.43 M | $4.14 |
First Eagle Investment's National CineMedia Investment FAQs
First Eagle Investment first purchased National CineMedia, Inc. (NCMI) in Q4 2023, acquiring 1,428,533 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 National CineMedia, Inc. (NCMI) for 10 quarters since Q4 2023.
First Eagle Investment's largest addition to National CineMedia, Inc. (NCMI) was in Q4 2023, adding 1,428,533 shares worth $5.91 M.
According to the latest 13F filing for Q1 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 435,618 shares of National CineMedia, Inc. (NCMI), valued at approximately $1.33 M.
As of the Q1 2026 filing, National CineMedia, Inc. (NCMI) represents approximately 0.00% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in National CineMedia, Inc. (NCMI) was 1,966,355 shares, as reported at the end of Q1 2024.