First Eagle Investment Management significantly increased its position in The Walt Disney Company (DIS), more than doubling its stake by 105%. According to a quarterly disclosure filed with the SEC, the firm's holdings grew from 5.25 million to 10.75 million shares. The total reported value of the investment rose to approximately $1.03 billion.
This transaction occurred during the second quarter of 2026, which ended June 30, and was disclosed in an August 24 filing, highlighting the typical reporting delay for such institutional trades. During that same quarter, Disney reported strong financial results, with revenues up 7% year-over-year and its Experiences segment posting a record second quarter.