whalstreet

Henry EllenbogenvsFirst Eagle Investment

Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Henry Ellenbogen
Durable Capital Partners LP
AUM
$10.6B
Positions
40
Shared %
29.5%
Whale B
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
0.3%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockHenry weightFirst weightHenry valueFirst value
DASH · Doordash Inc.7.7%0.0%$811M$4K
XPO · Xpo Inc.5.1%0.0%$537M$504K
CIGI · Colliers Intl Group Inc.4.7%0.0%$495M$916K
FERG · Ferguson Enterprises3.3%0.2%$348M$140M
77311W101 · Rocket Cos Inc.3.2%0.0%$338M$1M
CLH · Clean Harbors Inc.1.9%0.0%$196M$895K
WRBY · Warby Parker Inc. Cl A1.5%0.0%$159M$8M
VSEC · Vse Corp.1.4%0.0%$152M$4M
CBZ · Cbiz Inc.0.8%0.0%$82M$601K
Unique to Henry Ellenbogen
Top 10 by value held — not in the other's portfolio
StockWeightValue
RBC · Rbc Bearings Inc.10.0%$1.1B
MELI · Mercadolibre Inc.5.9%$620M
CPNG · Coupang Inc.5.5%$577M
APG · Api Group Corp.5.4%$575M
FOUR · Shift4 Pmts Inc.3.9%$416M
CVNA · Carvana Co.3.7%$390M
SHOP · Shopify Inc.3.1%$329M
AYI · Acuity Inc.2.8%$294M
MDLN · Medline Inc.2.7%$290M
PRVA · Privia Health Group Inc.2.7%$287M
Unique to First Eagle Investment
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.4.1%$2.3B
BDX · Becton Dickinson & Co.4.0%$2.3B
META · Meta Platforms, Inc.3.7%$2.1B
WPM · Wheaton Precious Metals Corp.3.2%$1.8B
TSM · Taiwan Semiconductor Mfg Ltd.3.2%$1.8B
HCA · Hca Healthcare Inc.3.0%$1.7B
ORCL · Oracle Corp.2.8%$1.6B
IMO · Imperial Oil Ltd.2.8%$1.6B
CHRW · C H Robinson Worldwide Inc.2.6%$1.5B
ELV · Elevance Health Inc. Formerly2.5%$1.4B
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★ WatchlistData from SEC EDGAR · whalstreet.com