whalstreet

Prem WatsavsFirst Eagle Investment

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Prem Watsa
Fairfax Financial Holdings Ltd./ Can
AUM
$2.1B
Positions
29
Shared %
22.0%
Whale B
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
4.0%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockPrem weightFirst weightPrem valueFirst value
TSM · Taiwan Semiconductor Mfg Ltd.1.4%3.2%$28M$1.8B
68634K106 · Orla Mng Ltd. New20.3%0.1%$424M$64M
BRK-A · Berkshire Hathaway Inc. Del0.0%0.7%$753K$417M
CIGI · Colliers Intl Group Inc.0.2%0.0%$3M$916K
CNI · Canadian Natl Ry Co.0.1%0.0%$2M$176K
Unique to Prem Watsa
Top 10 by value held — not in the other's portfolio
StockWeightValue
674599105 · Occidental Pete Corp.11.9%$249M
CVS · Cvs Health Corp.10.3%$215M
UAA · Under Armour Inc.10.0%$209M
CLF · Cleveland-Cliffs Inc. New9.5%$198M
BB · Blackberry Ltd.6.3%$132M
KW · Kennedy-Wilson Holdings Inc.6.2%$129M
KHC · Kraft Heinz Co.6.0%$124M
ATS · Ats Corporation3.3%$68M
TAP · Molson Coors Beverage Co.3.0%$62M
UAA · Under Armour Inc.2.2%$45M
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
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
06849F108 · Barrick Mng Corp.2.5%$1.4B
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★ WatchlistData from SEC EDGAR · whalstreet.com