whal
street
Greg Alexander
vs
Richard Pzena
Side-by-side current 13F portfolio comparison · 1 shared positions
Whale A
Greg Alexander
Conifer Management, L.L.C.
AUM
$604M
Positions
5
Shared %
33.2%
Whale B
Richard Pzena
Pzena Investment Management LLC
AUM
$30.8B
Positions
158
Shared %
0.5%
Common holdings · 1
Stocks both whales currently hold — sorted by combined value
Stock
Greg weight
Richard weight
Greg value
Richard value
EQH
· Equitable Hldgs Inc.
33.2%
0.5%
$200M
$166M
Unique to Greg Alexander
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
GPI
· Group 1 Automotive Inc.
37.0%
$224M
LAD
· Lithia Mtrs Inc.
22.0%
$133M
SDHC
· Smith Douglas Homes Corp.
4.0%
$24M
76674Q107
· Rimini Str Inc. Del
3.8%
$23M
Unique to Richard Pzena
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
MGA
· Magna Intl Inc.
6.4%
$2.0B
CTSH
· Cognizant Technology Solutio
4.0%
$1.2B
TSN
· Tyson Foods Inc.
3.6%
$1.1B
BAX
· Baxter Intl Inc.
3.5%
$1.1B
BMY
· Bristol-Myers Squibb Co.
3.4%
$1.0B
CVS
· Cvs Health Corp.
3.2%
$989M
HUM
· Humana Inc.
3.1%
$949M
C
· Citigroup Inc.
3.0%
$927M
SWKS
· Skyworks Solutions Inc.
2.8%
$863M
COF
· Capital One Financial
2.7%
$836M
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Data from SEC EDGAR · whalstreet.com