whalstreet

First Eagle InvestmentvsBill Miller

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
0.1%
Whale B
Bill Miller
Miller Value Partners, LLC
AUM
$284M
Positions
34
Shared %
16.6%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockFirst weightBill weightFirst valueBill value
LNC · Lincoln Natl Corp. Ind0.0%7.9%$18M$22M
FOSL · Fossil Group Inc.0.0%4.2%$2M$12M
BCC · Boise Cascade Co. Del0.0%1.0%$10M$3M
UGI · Ugi Corp. New0.0%3.5%$325K$10M
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 Bill Miller
Top 10 by value held — not in the other's portfolio
StockWeightValue
NBR · Nabors Industries Ltd.11.5%$33M
GTN · Gray Media Inc.6.8%$19M
TDAY · Usa Today Co. Inc.6.2%$18M
QUAD · Quad / Graphics Inc.6.0%$17M
BFH · Bread Financial Holdings Inc.5.3%$15M
024061103 · American Axle & Mfg Hldgs In3.9%$11M
CNDT · Conduent Inc.3.8%$11M
JELD · Jeld-Wen Hldg Inc.3.6%$10M
ITRN · Ituran Location And Control3.3%$9M
JXN · Jackson Financial Inc.3.2%$9M
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★ WatchlistData from SEC EDGAR · whalstreet.com