whalstreet

Glenn WellingvsFirst Eagle Investment

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Glenn Welling
Engaged Capital LLC
AUM
$392M
Positions
9
Shared %
58.5%
Whale B
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
0.0%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockGlenn weightFirst weightGlenn valueFirst value
VFC · V F Corp.24.5%0.0%$96M$4K
YETI · Yeti Holdings Inc.22.9%0.0%$90M$6M
GXO · Gxo Logistics Incorporated11.1%0.0%$44M$7M
Unique to Glenn Welling
Top 10 by value held — not in the other's portfolio
StockWeightValue
BL · Blackline Inc.15.3%$60M
CGNX · Cognex Corp.8.6%$34M
FRPT · Freshpet Inc.6.2%$24M
EVH · Evolent Health Inc.5.7%$22M
RILY · Brc Inc.3.9%$15M
73642K106 · Portillos Inc.1.8%$7M
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