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First Eagle InvestmentvsCarl Icahn

Side-by-side current 13F portfolio comparison · 1 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
1.0%
Whale B
Carl Icahn
Icahn Carl C
AUM
$8.4B
Positions
13
Shared %
3.4%
Common holdings · 1
Stocks both whales currently hold — sorted by combined value
StockFirst weightCarl weightFirst valueCarl value
459506101 · International Flavors&Fragra1.0%3.4%$595M$288M
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 Carl Icahn
Top 10 by value held — not in the other's portfolio
StockWeightValue
IEP · Icahn Enterprises LP49.1%$4.1B
CVI · Cvr Energy Inc.21.2%$1.8B
SWX · Southwest Gas Hldgs Inc.5.7%$483M
UAN · Cvr Partners LP5.1%$427M
SATS · Echostar Corp.4.3%$365M
CTRI · Centuri Holdings Inc.4.3%$362M
477143101 · Jetblue Awys Corp.1.8%$153M
AEP · American Elec Pwr Co. Inc.1.6%$139M
MNRO · Monro Inc.1.2%$102M
SD · Sandridge Energy Inc.0.8%$71M
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★ WatchlistData from SEC EDGAR · whalstreet.com