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David AbramsvsFirst Eagle Investment

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
David Abrams
Abrams Capital Management, L.P.
AUM
$5.7B
Positions
12
Shared %
18.5%
Whale B
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
7.1%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockDavid weightFirst weightDavid valueFirst value
META · Meta Platforms, Inc.3.8%3.7%$215M$2.1B
WTW · Willis Towers Watson Plc Ltd.4.2%2.5%$237M$1.4B
GOOGL · Alphabet Inc.10.6%1.0%$600M$541M
Unique to David Abrams
Top 10 by value held — not in the other's portfolio
StockWeightValue
LOAR · Loar Holdings Inc.38.4%$2.2B
LAD · Lithia Mtrs Inc.14.6%$828M
SGI · Somnigroup International Inc.9.1%$518M
ABG · Asbury Automotive Group Inc.8.8%$501M
CPNG · Coupang Inc.5.4%$307M
UHAL · U Haul Holding Company2.7%$152M
ET · Energy Transfer L P1.8%$101M
NUVB · Nuvation Bio Inc.0.6%$34M
UHAL · U Haul Holding Company0.0%$2M
Unique to First Eagle Investment
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.4.1%$2.3B
BDX · Becton Dickinson & Co.4.0%$2.3B
WPM · Wheaton Precious Metals Corp.3.2%$1.8B
TSM · Taiwan Semiconductor Mfg Ltd.3.2%$1.8B
HCA · Hca Healthcare Inc.3.0%$1.7B
ORCL · Oracle Corp.2.8%$1.6B
IMO · Imperial Oil Ltd.2.8%$1.6B
CHRW · C H Robinson Worldwide Inc.2.6%$1.5B
ELV · Elevance Health Inc. Formerly2.5%$1.4B
06849F108 · Barrick Mng Corp.2.5%$1.4B
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★ WatchlistData from SEC EDGAR · whalstreet.com