First Eagle InvestmentvsHarry Burn

Side-by-side current 13F portfolio comparison · 10 shared positions

Whale A

First Eagle Investment Management, LLC

AUM

$56.8B

Positions

423

Shared %

4.3%

Whale B

Sound Shore Management Inc. /Ct/

AUM

$3.0B

Positions

Shared %

25.1%

Common holdings · 10

Stocks both whales currently hold — sorted by combined value

Stock	First weight	Harry weight	First value	Harry value
MDT · Medtronic Plc	1.7%	2.4%	$939M	$72M
GOOGL · Alphabet Inc.	1.0%	2.5%	$541M	$74M
OMC · Omnicom Group Inc.	0.9%	2.1%	$513M	$63M
DIS · Disney Walt Co.	0.7%	3.1%	$392M	$94M
BRK-B · Berkshire Hathaway Inc. Del	0.0%	3.2%	$26M	$96M
GEHC · Ge Healthcare Technologies I	0.0%	2.8%	$4K	$85M
QXO · Qxo Inc.	0.0%	2.6%	$4M	$76M
LUV · Southwest Airls Co.	0.0%	2.5%	$413K	$75M
FLEX · Flex Ltd.	0.0%	2.0%	$1M	$61M
KD · Kyndryl Hldgs Inc.	0.0%	1.8%	$696K	$54M

Unique to First Eagle Investment

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
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. Formerly	2.5%	$1.4B

Unique to Harry Burn

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
TEVA · Teva Pharmaceutical Inds Ltd.	3.9%	$117M
REGN · Regeneron Pharmaceuticals	3.9%	$117M
MRVL · Marvell Technology Inc.	3.8%	$114M
BAC · Bank America Corp.	3.4%	$101M
ZBH · Zimmer Biomet Holdings	3.2%	$95M
C · Citigroup Inc.	2.9%	$88M
CSX · Csx Corp.	2.8%	$82M
NXPI · Nxp Semiconductors N V	2.7%	$81M
PFE · Pfizer Inc.	2.7%	$81M
744573106 · Public Svc Enterprise Grp In	2.7%	$80M

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★ WatchlistData from SEC EDGAR · whalstreet.com