whalstreet

Alex RoepersvsEdgar Wachenheim

Side-by-side current 13F portfolio comparison · 1 shared positions
Whale A
Alex Roepers
Atlantic Investment Management, Inc.
AUM
$178M
Positions
10
Shared %
10.9%
Whale B
Edgar Wachenheim
Greenhaven Associates Inc.
AUM
$6.1B
Positions
27
Shared %
6.1%
Common holdings · 1
Stocks both whales currently hold — sorted by combined value
StockAlex weightEdgar weightAlex valueEdgar value
OSK · Oshkosh Corp.10.9%6.1%$19M$373M
Unique to Alex Roepers
Top 10 by value held — not in the other's portfolio
StockWeightValue
AXTA · Axalta Coating Sys Ltd.18.6%$33M
KEX · Kirby Corp.13.8%$25M
FLS · Flowserve Corp.12.3%$22M
APTV · Aptiv Plc11.8%$21M
WFRD · Weatherford Intl Plc10.1%$18M
ASH · Ashland Inc.7.0%$12M
024061103 · American Axle & Mfg Hldgs In6.8%$12M
ABM · Abm Inds Inc.4.8%$8M
NOMD · Nomad Foods Ltd.3.8%$7M
Unique to Edgar Wachenheim
Top 10 by value held — not in the other's portfolio
StockWeightValue
GM · General Motors Co. (Gm)15.4%$933M
LEN · Lennar Corp.15.2%$923M
TOL · Toll Brothers Inc.12.7%$770M
745867101 · Pulte Group Inc.10.6%$647M
DHI · D R Horton Inc.7.8%$476M
ARW · Arrow Electrs Inc.4.5%$272M
AVT · Avnet Inc.4.0%$242M
BAX · Baxter Intl Inc.4.0%$240M
806857108 · Schlumberger Ltd.3.9%$240M
ICLR · Icon Plc3.6%$222M
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★ WatchlistData from SEC EDGAR · whalstreet.com