Howard MarksvsRichard Pzena

Side-by-side current 13F portfolio comparison · 4 shared positions

Whale A

Oaktree Capital Management LP

AUM

$7.0B

Positions

170

Shared %

3.6%

Whale B

Pzena Investment Management LLC

AUM

$30.8B

Positions

158

Shared %

1.8%

Common holdings · 4

Stocks both whales currently hold — sorted by combined value

Stock	Howard weight	Richard weight	Howard value	Richard value
NOK · Nokia Corp.	1.7%	1.7%	$121M	$510M
ITUB · Itau Unibanco Hldg S A	1.4%	0.0%	$99M	$2M
HDB · Hdfc Bank Ltd.	0.1%	0.1%	$5M	$38M
VALE · Vale S A	0.4%	0.0%	$26M	$3M

Unique to Howard Marks

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
EXE · Expand Energy Corporation	7.9%	$559M
TRMD · Torm Plc	7.5%	$527M
AU · Anglogold Ashanti Plc	4.7%	$328M
92189F676 · Vaneck Etf Trust	4.4%	$312M
GTX · Garrett Motion Inc.	4.2%	$298M
78462F103 · Spdr S&P 500 Etf Tr	3.7%	$263M
INDV · Indivior Plc	3.6%	$255M
VNOM · Viper Energy Inc.	3.5%	$243M
TLN · Talen Energy Corp.	3.4%	$237M
TDS · Telephone & Data Sys Inc.	2.2%	$151M

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
BAX · Baxter Intl Inc.	3.5%	$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

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★ WatchlistData from SEC EDGAR · whalstreet.com