whalstreet

Howard MarksvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Howard Marks
Oaktree Capital Management LP
AUM
$7.0B
Positions
170
Shared %
11.1%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
6.1%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockHoward weightPolen weightHoward valuePolen value
ORCL · Oracle Corp.1.4%6.0%$97M$1.4B
78462F103 · Spdr S&P 500 Etf Tr3.7%0.0%$263M$5M
TLN · Talen Energy Corp.3.4%0.0%$237M$506K
FTAI · Ftai Aviation Ltd.1.4%0.0%$102M$541K
NU · Nu Hldgs Ltd.1.1%0.1%$75M$19M
HDB · Hdfc Bank Ltd.0.1%0.1%$5M$13M
Unique to Howard Marks
Top 10 by value held — not in the other's portfolio
StockWeightValue
EXE · Expand Energy Corporation7.9%$559M
TRMD · Torm Plc7.5%$527M
AU · Anglogold Ashanti Plc4.7%$328M
92189F676 · Vaneck Etf Trust4.4%$312M
GTX · Garrett Motion Inc.4.2%$298M
INDV · Indivior Plc3.6%$255M
VNOM · Viper Energy Inc.3.5%$243M
TDS · Telephone & Data Sys Inc.2.2%$151M
CORZ · Core Scientific Inc. New2.1%$151M
06849F108 · Barrick Mng Corp.1.8%$130M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.8.5%$2.0B
MSFT · Microsoft Corp.8.1%$1.9B
LLY · Eli Lilly & Co.5.7%$1.3B
GOOG · Alphabet Inc.5.4%$1.3B
AVGO · Broadcom Inc.5.2%$1.2B
MA · Mastercard Inc.5.2%$1.2B
V · Visa, Inc.5.1%$1.2B
SHOP · Shopify Inc.4.9%$1.2B
NVDA · Nvidia Corp.4.2%$994M
NOW · Servicenow Inc.3.7%$870M
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★ WatchlistData from SEC EDGAR · whalstreet.com