whalstreet

Glenn GreenbergvsMatrix Asset Advisors Inc./Ny

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
Glenn Greenberg
Brave Warrior Advisors, LLC
AUM
$4.3B
Positions
33
Shared %
6.1%
Whale B
Matrix Asset Advisors Inc./Ny
Matrix Asset Advisors Inc./Ny
AUM
$1.1B
Positions
105
Shared %
25.6%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockGlenn weightMatrix weightGlenn valueMatrix value
COF · Capital One Financial5.7%0.1%$245M$580K
MSFT · Microsoft Corp.0.0%5.8%$254K$63M
GOOG · Alphabet Inc.0.0%3.8%$1M$41M
JPM · Jpmorgan Chase & Co.0.0%3.6%$2M$40M
USB · Us Bancorp Del0.0%3.4%$800K$37M
AMZN · Amazon Com Inc.0.0%2.6%$323K$28M
CMCSA · Comcast Corp. Cl A0.0%2.4%$929K$26M
AMAT · Applied Matls Inc.0.0%1.8%$247K$20M
META · Meta Platforms, Inc.0.0%1.7%$223K$19M
GOOGL · Alphabet Inc.0.1%0.1%$6M$1M
BAC · Bank America Corp.0.0%0.2%$1M$3M
V · Visa, Inc.0.0%0.0%$217K$347K
Unique to Glenn Greenberg
Top 10 by value held — not in the other's portfolio
StockWeightValue
OMF · Onemain Hldgs Inc.12.2%$523M
SNX · Td Synnex Corporation11.1%$475M
ELV · Elevance Health Inc. Formerly10.3%$439M
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
MPLX · Mplx LP5.6%$239M
RYAAY · Ryanair Holdings Plc5.2%$221M
Unique to Matrix Asset Advisors Inc./Ny
Top 10 by value held — not in the other's portfolio
StockWeightValue
02072Q812 · Ea Series Trust4.4%$48M
PNC · Pnc Finl Svcs Group Inc.3.7%$40M
MS · Morgan Stanley3.6%$39M
AAPL · Apple Inc.3.6%$39M
PEP · Pepsico Inc.3.4%$37M
QCOM · Qualcomm Inc.3.4%$37M
AMGN · Amgen Inc.3.2%$35M
MDT · Medtronic Plc3.0%$33M
BK · Bank New York Mellon Corp.2.7%$29M
TXN · Texas Instrs Inc.2.5%$27M
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★ WatchlistData from SEC EDGAR · whalstreet.com