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First Eagle InvestmentvsEdgar Wachenheim

Side-by-side current 13F portfolio comparison · 8 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
2.9%
Whale B
Edgar Wachenheim
Greenhaven Associates Inc.
AUM
$6.1B
Positions
27
Shared %
37.4%
Common holdings · 8
Stocks both whales currently hold — sorted by combined value
StockFirst weightEdgar weightFirst valueEdgar value
806857108 · Schlumberger Ltd.1.9%3.9%$1.1B$240M
TOL · Toll Brothers Inc.0.0%12.7%$391K$770M
NOV · Nov Inc.1.0%1.8%$588M$108M
745867101 · Pulte Group Inc.0.0%10.6%$265K$647M
DHI · D R Horton Inc.0.0%7.8%$4K$476M
TMHC · Taylor Morrison Home Corp.0.0%0.3%$14M$16M
DNOW · Dnow Inc.0.0%0.2%$3M$10M
CRH · Crh Plc0.0%0.0%$381K$2M
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
Unique to Edgar Wachenheim
Top 10 by value held — not in the other's portfolio
StockWeightValue
GM · General Motors Co. (Gm)15.4%$933M
LEN · Lennar Corp.15.2%$923M
OSK · Oshkosh Corp.6.1%$373M
ARW · Arrow Electrs Inc.4.5%$272M
AVT · Avnet Inc.4.0%$242M
BAX · Baxter Intl Inc.4.0%$240M
ICLR · Icon Plc3.6%$222M
LEA · Lear Corp.3.4%$206M
AVTR · Avantor Inc.2.9%$177M
922040845 · Vanguard Instl Index Fd1.5%$91M
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★ WatchlistData from SEC EDGAR · whalstreet.com