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First Eagle InvestmentvsWallace Weitz

Side-by-side current 13F portfolio comparison · 13 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
18.2%
Whale B
Wallace Weitz
Weitz Investment Management, Inc.
AUM
$1.7B
Positions
44
Shared %
34.3%
Common holdings · 13
Stocks both whales currently hold — sorted by combined value
StockFirst weightWallace weightFirst valueWallace value
GOOG · Alphabet Inc.4.1%6.5%$2.3B$109M
META · Meta Platforms, Inc.3.7%4.3%$2.1B$72M
ORCL · Oracle Corp.2.8%0.8%$1.6B$14M
CRM · Salesforce Inc.2.0%1.4%$1.1B$23M
CMCSA · Comcast Corp. Cl A1.9%0.2%$1.1B$3M
TXN · Texas Instrs Inc.1.1%1.7%$633M$29M
CHTR · Charter Communications Inc. N1.1%0.0%$620M$136K
ADI · Analog Devices Inc.1.0%2.1%$549M$36M
MSFT · Microsoft Corp.0.5%4.2%$270M$71M
BRK-B · Berkshire Hathaway Inc. Del0.0%8.5%$26M$144M
G1151C101 · Accenture Plc Ireland0.0%2.6%$687K$43M
ODFL · Old Dominion Freight Line In0.0%1.9%$4K$33M
DEO · Diageo Plc0.0%0.1%$11M$2M
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
TSM · Taiwan Semiconductor Mfg Ltd.3.2%$1.8B
HCA · Hca Healthcare Inc.3.0%$1.7B
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
WTW · Willis Towers Watson Plc Ltd.2.5%$1.4B
NEM · Newmont Corp.2.4%$1.4B
Unique to Wallace Weitz
Top 10 by value held — not in the other's portfolio
StockWeightValue
DHR · Danaher Corporation7.0%$118M
V · Visa, Inc.5.6%$95M
MA · Mastercard Inc.5.3%$89M
TMO · Thermo Fisher Scientific Inc.4.6%$78M
AON · Aon Plc4.6%$77M
IEX · Idex Corp.4.1%$70M
VMC · Vulcan Matls Co.3.6%$60M
AMZN · Amazon Com Inc.3.0%$51M
CSGP · Costar Group Inc.2.9%$48M
TECH · Bio-Techne Corp.2.8%$47M
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★ WatchlistData from SEC EDGAR · whalstreet.com