Davis Selected AdvisersvsNelson Peltz

Side-by-side current 13F portfolio comparison · 1 shared positions

Whale A

AUM

$21.8B

Positions

112

Shared %

1.9%

Whale B

Trian Fund Management, L.P.

AUM

$4.0B

Positions

Shared %

16.4%

Common holdings · 1

Stocks both whales currently hold — sorted by combined value

Stock	Davis weight	Nelson weight	Davis value	Nelson value
SOLV · Solventum Corp.	1.9%	16.4%	$413M	$653M

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
GOOGL · Alphabet Inc.	4.1%	$890M
CVS · Cvs Health Corp.	4.0%	$879M
TSN · Tyson Foods Inc.	3.9%	$839M
MKL · Markel Group Inc.	3.4%	$734M

Unique to Nelson Peltz

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

Stock	Weight	Value
JHG · Janus Henderson Group Plc	38.1%	$1.5B
GEV · Ge Aerospace	31.2%	$1.2B
95058W100 · Wendys Co.	6.4%	$254M
FERG · Ferguson Plc New	6.1%	$242M
G491BT108 · Invesco Ltd.	2.0%	$78M
GEHC · Ge Healthcare Technologies I	0.0%	$332K

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