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First Eagle InvestmentvsRuane Cunniff

Side-by-side current 13F portfolio comparison · 16 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
19.1%
Whale B
Ruane Cunniff
Ruane, Cunniff & Goldfarb L.P.
AUM
$6.4B
Positions
48
Shared %
50.6%
Common holdings · 16
Stocks both whales currently hold — sorted by combined value
StockFirst weightRuane weightFirst valueRuane value
GOOG · Alphabet Inc.4.1%5.6%$2.3B$358M
META · Meta Platforms, Inc.3.7%2.5%$2.1B$158M
TSM · Taiwan Semiconductor Mfg Ltd.3.2%6.7%$1.8B$432M
ELV · Elevance Health Inc. Formerly2.5%7.8%$1.4B$499M
GOOGL · Alphabet Inc.1.0%10.6%$541M$681M
CHTR · Charter Communications Inc. N1.1%1.2%$620M$76M
AXP · American Express Co.1.1%0.0%$607M$345K
DG · Dollar Gen Corp. New1.0%0.0%$587M$288K
BRK-A · Berkshire Hathaway Inc. Del0.7%1.4%$417M$87M
MSA · Msa Safety Inc.0.0%4.5%$4K$290M
MSFT · Microsoft Corp.0.5%0.0%$270M$333K
UNH · Unitedhealth Group Inc.0.0%3.8%$13M$246M
G1151C101 · Accenture Plc Ireland0.0%4.0%$687K$253M
BRK-B · Berkshire Hathaway Inc. Del0.0%2.5%$26M$159M
FERG · Ferguson Enterprises0.2%0.0%$140M$223K
SDHC · Smith Douglas Homes Corp.0.0%0.0%$6M$205K
Unique to First Eagle Investment
Top 10 by value held — not in the other's portfolio
StockWeightValue
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
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
344419106 · Fomento Economico Mexicano S2.2%$1.3B
Unique to Ruane Cunniff
Top 10 by value held — not in the other's portfolio
StockWeightValue
808513105 · Schwab Charles Corp.8.7%$559M
FWONA · Liberty Media Corp. Del8.4%$541M
COF · Capital One Financial7.8%$501M
ICE · Intercontinental Exchange In6.8%$438M
ICLR · Icon Plc4.8%$306M
225310101 · Credit Accep Corp. Mich3.7%$238M
ALGN · Align Technology Inc.3.0%$191M
LBRDA · Liberty Broadband Corp.1.4%$90M
TECH · Bio-Techne Corp.1.3%$86M
AMTM · Amentum Holdings Inc.1.1%$69M
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★ WatchlistData from SEC EDGAR · whalstreet.com