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First Pacific Advisors, LPvsCarl Icahn

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
First Pacific Advisors, LP
First Pacific Advisors, LP
AUM
$7.6B
Positions
63
Shared %
5.1%
Whale B
Carl Icahn
Icahn Carl C
AUM
$8.4B
Positions
13
Shared %
7.7%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockFirst weightCarl weightFirst valueCarl value
459506101 · International Flavors&Fragra4.7%3.4%$359M$288M
SATS · Echostar Corp.0.4%4.3%$31M$365M
Unique to First Pacific Advisors, LP
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.7.9%$598M
ADI · Analog Devices Inc.6.7%$508M
META · Meta Platforms, Inc.6.1%$463M
GOOG · Alphabet Inc.5.6%$424M
C · Citigroup Inc.5.4%$409M
TEL · Te Connectivity Plc5.3%$405M
BDX · Becton Dickinson & Co.5.0%$379M
AMZN · Amazon Com Inc.4.3%$326M
CMCSA · Comcast Corp. Cl A3.3%$251M
AON · Aon Plc3.0%$232M
Unique to Carl Icahn
Top 10 by value held — not in the other's portfolio
StockWeightValue
IEP · Icahn Enterprises LP49.1%$4.1B
CVI · Cvr Energy Inc.21.2%$1.8B
SWX · Southwest Gas Hldgs Inc.5.7%$483M
UAN · Cvr Partners LP5.1%$427M
CTRI · Centuri Holdings Inc.4.3%$362M
477143101 · Jetblue Awys Corp.1.8%$153M
AEP · American Elec Pwr Co. Inc.1.6%$139M
MNRO · Monro Inc.1.2%$102M
SD · Sandridge Energy Inc.0.8%$71M
BLCO · Bausch Plus Lomb Corp.0.7%$60M
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★ WatchlistData from SEC EDGAR · whalstreet.com