whalstreet

First Eagle InvestmentvsValueAct Capital (Mason Morfit)

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 %
6.4%
Whale B
ValueAct Capital (Mason Morfit)
Valueact Holdings, L.P.
AUM
$7.0B
Positions
16
Shared %
37.0%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockFirst weightValueAct weightFirst valueValueAct value
META · Meta Platforms, Inc.3.7%9.8%$2.1B$692M
CRM · Salesforce Inc.2.0%11.3%$1.1B$793M
77311W101 · Rocket Cos Inc.0.0%10.9%$1M$762M
DIS · Disney Walt Co.0.7%5.0%$392M$350M
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 ValueAct Capital (Mason Morfit)
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.11.2%$783M
BLK · Blackrock Inc.10.6%$744M
V · Visa, Inc.8.6%$603M
MDB · Mongodb Inc.8.4%$590M
RBLX · Roblox Corp.6.9%$484M
LLYVA · Liberty Live Holdings Inc.4.3%$300M
TOST · Toast Inc.4.1%$285M
SSD · Simpson Mfg Inc.3.4%$238M
LLYVA · Liberty Live Holdings Inc.2.1%$147M
LYV · Live Nation Entertainment In1.7%$117M
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★ WatchlistData from SEC EDGAR · whalstreet.com