Glenn GreenbergvsFirst Eagle Investment

Side-by-side current 13F portfolio comparison · 11 shared positions

Whale A

Brave Warrior Advisors, LLC

AUM

$4.3B

Positions

Shared %

21.3%

Whale B

First Eagle Investment Management, LLC

AUM

$56.8B

Positions

423

Shared %

18.0%

Common holdings · 11

Stocks both whales currently hold — sorted by combined value

Stock	Glenn weight	First weight	Glenn value	First value
GOOG · Alphabet Inc.	0.0%	4.1%	$1M	$2.3B
META · Meta Platforms, Inc.	0.0%	3.7%	$223K	$2.1B
ELV · Elevance Health Inc. Formerly	10.3%	2.5%	$439M	$1.4B
HCA · Hca Healthcare Inc.	0.0%	3.0%	$2M	$1.7B
CMCSA · Comcast Corp. Cl A	0.0%	1.9%	$929K	$1.1B
GOOGL · Alphabet Inc.	0.1%	1.0%	$6M	$541M
FNF · Fidelity National Financial	4.5%	0.6%	$192M	$333M
USB · Us Bancorp Del	0.0%	0.8%	$800K	$471M
MSFT · Microsoft Corp.	0.0%	0.5%	$254K	$270M
FG · F&G Annuities & Life Inc.	3.9%	0.0%	$166M	$11M
DHI · D R Horton Inc.	2.4%	0.0%	$101M	$4K

Unique to Glenn Greenberg

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
OMF · Onemain Hldgs Inc.	12.2%	$523M
SNX · Td Synnex Corporation	11.1%	$475M
SLM · Slm Corp.	8.1%	$347M
AN · Autonation Inc.	7.5%	$321M
601137102 · Millrose Pptys Inc.	6.0%	$257M
LEN · Lennar Corp.	5.8%	$248M
BLDR · Builders Firstsource Inc.	5.7%	$245M
COF · Capital One Financial	5.7%	$245M
MPLX · Mplx LP	5.6%	$239M
RYAAY · Ryanair Holdings Plc	5.2%	$221M

Unique to First Eagle Investment

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
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
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
06849F108 · Barrick Mng Corp.	2.5%	$1.4B
WTW · Willis Towers Watson Plc Ltd.	2.5%	$1.4B
NEM · Newmont Corp.	2.4%	$1.4B
344419106 · Fomento Economico Mexicano S	2.2%	$1.3B

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★ WatchlistData from SEC EDGAR · whalstreet.com