whal
street
Davis Selected Advisers
vs
First Eagle Investment
Side-by-side current 13F portfolio comparison · 24 shared positions
Whale A
Davis Selected Advisers
Davis Selected Advisers
AUM
$21.8B
Positions
112
Shared %
27.6%
Whale B
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
23.3%
Common holdings · 24
Stocks both whales currently hold — sorted by combined value
Stock
Davis weight
First weight
Davis value
First value
META
· Meta Platforms, Inc.
4.5%
3.7%
$984M
$2.1B
GOOG
· Alphabet Inc.
0.9%
4.1%
$194M
$2.3B
TSM
· Taiwan Semiconductor Mfg Ltd.
0.0%
3.2%
$2M
$1.8B
ORCL
· Oracle Corp.
0.1%
2.8%
$12M
$1.6B
USB
· Us Bancorp Del
5.3%
0.8%
$1.2B
$471M
GOOGL
· Alphabet Inc.
4.1%
1.0%
$890M
$541M
BK
· Bank New York Mellon Corp.
0.3%
2.0%
$62M
$1.1B
TXN
· Texas Instrs Inc.
2.5%
1.1%
$553M
$633M
BRK-A
· Berkshire Hathaway Inc. Del
3.0%
0.7%
$663M
$417M
AXP
· American Express Co.
0.3%
1.1%
$71M
$607M
EQR
· Equity Residential
0.0%
1.0%
$6M
$583M
BRK-B
· Berkshire Hathaway Inc. Del
1.6%
0.0%
$359M
$26M
UNH
· Unitedhealth Group Inc.
1.5%
0.0%
$338M
$13M
EXR
· Extra Space Storage Inc.
0.0%
0.6%
$4M
$332M
DGX
· Quest Diagnostics Inc.
1.5%
0.0%
$317M
$683K
MSFT
· Microsoft Corp.
0.1%
0.5%
$29M
$270M
BXP
· Bxp Inc.
0.1%
0.4%
$12M
$230M
SE
· Sea Ltd.
0.7%
0.0%
$153M
$4K
DEI
· Douglas Emmett Inc.
0.0%
0.2%
$3M
$138M
WCC
· Wesco Intl Inc.
0.5%
0.0%
$104M
$14M
77311W101
· Rocket Cos Inc.
0.3%
0.0%
$69M
$1M
EQIX
· Equinix Inc.
0.1%
0.0%
$21M
$270K
277276101
· Eastgroup Pptys Inc.
0.0%
0.0%
$10M
$149K
JLL
· Jones Lang Lasalle Inc.
0.0%
0.0%
$4M
$4K
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
VTRS
· Viatris Inc.
4.9%
$1.1B
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
WFC
· Wells Fargo Co. New
3.0%
$652M
CI
· The Cigna Group
2.7%
$596M
Unique to First Eagle Investment
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
BDX
· Becton Dickinson & Co.
4.0%
$2.3B
WPM
· Wheaton Precious Metals Corp.
3.2%
$1.8B
HCA
· Hca Healthcare Inc.
3.0%
$1.7B
IMO
· Imperial Oil Ltd.
2.8%
$1.6B
CHRW
· C H Robinson Worldwide Inc.
2.6%
$1.5B
ELV
· Elevance Health Inc. Formerly
2.5%
$1.4B
06849F108
· Barrick Mng Corp.
2.5%
$1.4B
WTW
· Willis Towers Watson Plc Ltd.
2.5%
$1.4B
NEM
· Newmont Corp.
2.4%
$1.4B
344419106
· Fomento Economico Mexicano S
2.2%
$1.3B
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Data from SEC EDGAR · whalstreet.com