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First Eagle InvestmentvsRobert Vinall

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
7.5%
Whale B
Robert Vinall
Rv Capital Ag
AUM
$430M
Positions
12
Shared %
25.8%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockFirst weightRobert weightFirst valueRobert value
META · Meta Platforms, Inc.3.7%20.9%$2.1B$90M
CRM · Salesforce Inc.2.0%0.7%$1.1B$3M
GOOGL · Alphabet Inc.1.0%2.4%$541M$10M
MSFT · Microsoft Corp.0.5%1.3%$270M$6M
DE · Deere & Co.0.4%0.5%$243M$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
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
06849F108 · Barrick Mng Corp.2.5%$1.4B
Unique to Robert Vinall
Top 10 by value held — not in the other's portfolio
StockWeightValue
CVNA · Carvana Co.29.8%$128M
225310101 · Credit Accep Corp. Mich13.5%$58M
IBKR · Interactive Brokers Group In11.3%$48M
WIX · Wix Com Ltd.7.6%$33M
HTHT · H World Group Ltd.6.6%$28M
YUMC · Yum China Holdings, Inc.4.9%$21M
PAYC · Paycom Software Inc.0.5%$2M
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★ WatchlistData from SEC EDGAR · whalstreet.com