Glenn GreenbergvsChris Hohn

Side-by-side current 13F portfolio comparison · 5 shared positions

Whale A

Brave Warrior Advisors, LLC

AUM

$4.3B

Positions

Shared %

0.0%

Whale B

Tci Fund Management Ltd.

AUM

$53.6B

Positions

Shared %

61.9%

Common holdings · 5

Stocks both whales currently hold — sorted by combined value

Stock	Glenn weight	Chris weight	Glenn value	Chris value
V · Visa, Inc.	0.0%	18.1%	$217K	$9.7B
MSFT · Microsoft Corp.	0.0%	15.1%	$254K	$8.1B
MCO · Moodys Corp.	0.0%	12.7%	$241K	$6.8B
SPGI · S&P Global Inc.	0.0%	11.5%	$210K	$6.2B
GOOG · Alphabet Inc.	0.0%	4.4%	$1M	$2.4B

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
ELV · Elevance Health Inc. Formerly	10.3%	$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
COF · Capital One Financial	5.7%	$245M
MPLX · Mplx LP	5.6%	$239M

Unique to Chris Hohn

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

Stock	Weight	Value
GEV · Ge Aerospace	27.3%	$14.6B
CP · Canadian Pacific Kansas City	6.5%	$3.5B
FER · Ferrovial Se	2.5%	$1.3B
CNI · Canadian Natl Ry Co.	1.8%	$974M

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★ WatchlistData from SEC EDGAR · whalstreet.com