First Eagle InvestmentvsFrancois Rochon

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

Whale A

First Eagle Investment Management, LLC

AUM

$56.8B

Positions

423

Shared %

16.8%

Whale B

Giverny Capital Inc.

AUM

$3.0B

Positions

Shared %

34.8%

Common holdings · 13

Stocks both whales currently hold — sorted by combined value

Stock	First weight	Francois weight	First value	Francois value
GOOG · Alphabet Inc.	4.1%	6.7%	$2.3B	$201M
META · Meta Platforms, Inc.	3.7%	6.9%	$2.1B	$207M
TSM · Taiwan Semiconductor Mfg Ltd.	3.2%	0.2%	$1.8B	$5M
78463V107 · Spdr Gold Tr	1.7%	0.1%	$981M	$2M
GOOGL · Alphabet Inc.	1.0%	3.8%	$541M	$113M
ADI · Analog Devices Inc.	1.0%	1.6%	$549M	$48M
DIS · Disney Walt Co.	0.7%	2.1%	$392M	$62M
BRK-A · Berkshire Hathaway Inc. Del	0.7%	0.3%	$417M	$8M
BRK-B · Berkshire Hathaway Inc. Del	0.0%	8.5%	$26M	$254M
MSFT · Microsoft Corp.	0.5%	0.0%	$270M	$824K
IBP · Installed Bldg Prods Inc.	0.0%	4.5%	$16M	$135M
FERG · Ferguson Enterprises	0.2%	0.3%	$140M	$8M
ODFL · Old Dominion Freight Line In	0.0%	0.0%	$4K	$824K

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
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. 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

Unique to Francois Rochon

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

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★ WatchlistData from SEC EDGAR · whalstreet.com