Sarah KetterervsHoward Marks

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

Whale A

Causeway Capital Management LLC

AUM

$7.3B

Positions

108

Shared %

5.1%

Whale B

Oaktree Capital Management LP

AUM

$7.0B

Positions

170

Shared %

7.2%

Common holdings · 5

Stocks both whales currently hold — sorted by combined value

Stock	Sarah weight	Howard weight	Sarah value	Howard value
06849F108 · Barrick Mng Corp.	3.6%	1.8%	$264M	$130M
AU · Anglogold Ashanti Plc	0.5%	4.7%	$38M	$328M
INFY · Infosys Ltd.	0.6%	0.3%	$44M	$20M
VALE · Vale S A	0.2%	0.4%	$12M	$26M
HDB · Hdfc Bank Ltd.	0.2%	0.1%	$15M	$5M

Unique to Sarah Ketterer

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

Stock	Weight	Value
CCL · Carnival Corp.	14.3%	$1.0B
CP · Canadian Pacific Kansas City	12.8%	$929M
SW · Smurfit Westrock Plc	10.2%	$740M
DB · Deutsche Bank A G	7.6%	$552M
BABA · Alibaba Group Holding Limited	2.4%	$176M
TSM · Taiwan Semiconductor Mfg Ltd.	2.1%	$156M
CTSH · Cognizant Technology Solutio	1.8%	$129M
GOOG · Alphabet Inc.	1.6%	$116M
MRK · Merck & Co.Inc. New	1.5%	$110M
CARR · Carrier Global Corporation	1.3%	$98M

Unique to Howard Marks

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

Stock	Weight	Value
EXE · Expand Energy Corporation	7.9%	$559M
TRMD · Torm Plc	7.5%	$527M
92189F676 · Vaneck Etf Trust	4.4%	$312M
GTX · Garrett Motion Inc.	4.2%	$298M
78462F103 · Spdr S&P 500 Etf Tr	3.7%	$263M
INDV · Indivior Plc	3.6%	$255M
VNOM · Viper Energy Inc.	3.5%	$243M
TLN · Talen Energy Corp.	3.4%	$237M
TDS · Telephone & Data Sys Inc.	2.2%	$151M
CORZ · Core Scientific Inc. New	2.1%	$151M

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★ WatchlistData from SEC EDGAR · whalstreet.com