whal
street
Edgar Wachenheim
vs
Richard Pzena
Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Edgar Wachenheim
Greenhaven Associates Inc.
AUM
$6.1B
Positions
27
Shared %
23.9%
Whale B
Richard Pzena
Pzena Investment Management LLC
AUM
$30.8B
Positions
158
Shared %
10.4%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
Stock
Edgar weight
Richard weight
Edgar value
Richard value
BAX
· Baxter Intl Inc.
4.0%
3.5%
$240M
$1.1B
LEA
· Lear Corp.
3.4%
2.7%
$206M
$818M
NOV
· Nov Inc.
1.8%
2.3%
$108M
$706M
AVT
· Avnet Inc.
4.0%
1.1%
$242M
$351M
OSK
· Oshkosh Corp.
6.1%
0.2%
$373M
$65M
ARW
· Arrow Electrs Inc.
4.5%
0.1%
$272M
$30M
JPM
· Jpmorgan Chase & Co.
0.0%
0.3%
$1M
$99M
DNOW
· Dnow Inc.
0.2%
0.1%
$10M
$37M
G
· Genpact Limited
0.0%
0.1%
$373K
$27M
Unique to Edgar Wachenheim
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
GM
· General Motors Co. (Gm)
15.4%
$933M
LEN
· Lennar Corp.
15.2%
$923M
TOL
· Toll Brothers Inc.
12.7%
$770M
745867101
· Pulte Group Inc.
10.6%
$647M
DHI
· D R Horton Inc.
7.8%
$476M
806857108
· Schlumberger Ltd.
3.9%
$240M
ICLR
· Icon Plc
3.6%
$222M
AVTR
· Avantor Inc.
2.9%
$177M
922040845
· Vanguard Instl Index Fd
1.5%
$91M
MTH
· Meritage Homes Corp.
1.5%
$90M
Unique to Richard Pzena
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
MGA
· Magna Intl Inc.
6.4%
$2.0B
CTSH
· Cognizant Technology Solutio
4.0%
$1.2B
TSN
· Tyson Foods Inc.
3.6%
$1.1B
BMY
· Bristol-Myers Squibb Co.
3.4%
$1.0B
CVS
· Cvs Health Corp.
3.2%
$989M
HUM
· Humana Inc.
3.1%
$949M
C
· Citigroup Inc.
3.0%
$927M
SWKS
· Skyworks Solutions Inc.
2.8%
$863M
COF
· Capital One Financial
2.7%
$836M
DOX
· Amdocs Ltd.
2.7%
$828M
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Data from SEC EDGAR · whalstreet.com