Richard PzenavsChristopher Bloomstran

Side-by-side current 13F portfolio comparison · 9 shared positions

Whale A

Pzena Investment Management LLC

AUM

$30.8B

Positions

158

Shared %

4.6%

Whale B

Semper Augustus Investments Group LLC

AUM

$870M

Positions

Shared %

24.1%

Common holdings · 9

Stocks both whales currently hold — sorted by combined value

Stock	Richard weight	Christopher weight	Richard value	Christopher value
DG · Dollar Gen Corp. New	2.7%	14.1%	$819M	$123M
SHEL · Shell Plc	1.0%	0.0%	$297M	$365K
OLN · Olin Corp.	0.4%	4.7%	$132M	$40M
XOM · Exxon Mobil Corp.	0.3%	0.8%	$105M	$7M
GOOGL · Alphabet Inc.	0.2%	0.0%	$49M	$219K
DIS · Disney Walt Co.	0.0%	1.9%	$9M	$17M
EQNR · Equinor Asa	0.0%	1.6%	$2M	$14M
MRK · Merck & Co.Inc. New	0.0%	0.5%	$302K	$5M
GEV · Ge Aerospace	0.0%	0.3%	$209K	$3M

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

Unique to Christopher Bloomstran

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

Stock	Weight	Value
BRK-B · Berkshire Hathaway Inc. Del	14.4%	$125M
BRK-A · Berkshire Hathaway Inc. Del	10.1%	$88M
DECK · Deckers Outdoor Corp.	7.6%	$66M
NEM · Newmont Corp.	7.6%	$66M
DLTR · Dollar Tree Inc.	7.3%	$63M
KGC · Kinross Gold Corp.	6.8%	$60M
FIVE · Five Below Inc.	5.7%	$50M
VLO · Valero Energy Corp.	3.7%	$32M
ALK · Alaska Air Group Inc.	2.4%	$21M
SBUX · Starbucks Corp.	2.3%	$20M

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★ WatchlistData from SEC EDGAR · whalstreet.com