Leon CoopermanvsDavis Selected Advisers

Side-by-side current 13F portfolio comparison · 4 shared positions

Whale A

Cooperman Leon G

AUM

$3.0B

Positions

Shared %

18.6%

Whale B

AUM

$21.8B

Positions

112

Shared %

7.8%

Common holdings · 4

Stocks both whales currently hold — sorted by combined value

Stock	Leon weight	Davis weight	Leon value	Davis value
GOOGL · Alphabet Inc.	0.8%	4.1%	$23M	$890M
CI · The Cigna Group	3.0%	2.7%	$89M	$596M
77311W101 · Rocket Cos Inc.	13.5%	0.3%	$407M	$69M
SE · Sea Ltd.	1.4%	0.7%	$42M	$153M

Unique to Leon Cooperman

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

Stock	Weight	Value
VRT · Vertiv Holdings Co.	11.6%	$350M
ET · Energy Transfer L P	7.3%	$220M
MIR · Mirion Technologies Inc.	6.5%	$196M
APO · Apollo Global Mgmt Inc.	6.4%	$194M
MP · Mp Materials Corp.	5.0%	$152M
FIHL · Fidelis Insurance Holdings L	4.6%	$138M
ELV · Elevance Health Inc. Formerly	4.0%	$120M
LAD · Lithia Mtrs Inc.	3.5%	$106M
ASH · Ashland Inc.	3.3%	$100M
RRX · Regal Rexnord Corporation	3.2%	$97M

Unique to Davis Selected Advisers

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

Stock	Weight	Value
COF · Capital One Financial	7.2%	$1.6B
CTRA · Coterra Energy Inc.	6.0%	$1.3B
USB · Us Bancorp Del	5.3%	$1.2B
VTRS · Viatris Inc.	4.9%	$1.1B
META · Meta Platforms, Inc.	4.5%	$984M
MGM · Mgm Resorts International	4.1%	$899M
CVS · Cvs Health Corp.	4.0%	$879M
TSN · Tyson Foods Inc.	3.9%	$839M
MKL · Markel Group Inc.	3.4%	$734M
AMZN · Amazon Com Inc.	3.3%	$713M

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com