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First Eagle InvestmentvsTweedy Browne

Side-by-side current 13F portfolio comparison · 23 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
12.9%
Whale B
Tweedy Browne
Tweedy, Browne Co. LLC
AUM
$1.3B
Positions
93
Shared %
34.1%
Common holdings · 23
Stocks both whales currently hold — sorted by combined value
StockFirst weightTweedy weightFirst valueTweedy value
ELV · Elevance Health Inc. Formerly2.5%0.1%$1.4B$1M
BK · Bank New York Mellon Corp.2.0%1.0%$1.1B$13M
CMCSA · Comcast Corp. Cl A1.9%0.1%$1.1B$904K
NTR · Nutrien Ltd.1.4%0.2%$821M$3M
AXP · American Express Co.1.1%1.5%$607M$19M
GOOGL · Alphabet Inc.1.0%4.5%$541M$57M
BRK-A · Berkshire Hathaway Inc. Del0.7%8.2%$417M$103M
USB · Us Bancorp Del0.8%0.8%$471M$10M
NE · Noble Corp. Plc0.6%0.2%$344M$3M
MICC · Magnum Ice Cream Company Nv0.5%0.0%$261M$180K
KOF · Coca-Cola Femsa Sab De Cv0.1%9.1%$35M$114M
BRK-B · Berkshire Hathaway Inc. Del0.0%3.7%$26M$47M
EPD · Enterprise Prods Partners L0.1%0.2%$61M$2M
UL · Unilever Plc0.1%0.2%$44M$3M
NVST · Envista Holdings Corporation0.0%2.9%$5M$36M
HLN · Haleon Plc0.1%0.1%$34M$728K
DEO · Diageo Plc0.0%0.7%$11M$9M
BZH · Beazer Homes Usa Inc.0.0%0.1%$14M$972K
UNH · Unitedhealth Group Inc.0.0%0.1%$13M$992K
LPG · Dorian Lpg Ltd.0.0%0.1%$9M$1M
EMBC · Embecta Corp.0.0%0.1%$5M$666K
DINO · Hf Sinclair Corp.0.0%0.1%$212K$2M
BSM · Black Stone Minerals L P0.0%0.1%$296K$1M
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
06849F108 · Barrick Mng Corp.2.5%$1.4B
Unique to Tweedy Browne
Top 10 by value held — not in the other's portfolio
StockWeightValue
CNH · Cnh Indl N V17.6%$222M
IONS · Ionis Pharmaceuticals Inc.13.6%$171M
JNJ · Johnson & Johnson4.3%$54M
WFC · Wells Fargo Co. New3.3%$41M
ALV · Autoliv Inc.3.2%$40M
FDX · Fedex Corp.2.1%$26M
TFC · Truist Finl Corp.2.0%$26M
904708104 · Unifirst Corp. Mass2.0%$26M
UHAL · U Haul Holding Company1.6%$21M
AZO · Autozone Inc.1.5%$19M
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★ WatchlistData from SEC EDGAR · whalstreet.com