Christopher BloomstranvsNelson Peltz

Side-by-side current 13F portfolio comparison · 2 shared positions

Whale A

Semper Augustus Investments Group LLC

AUM

$870M

Positions

Shared %

0.4%

Whale B

Trian Fund Management, L.P.

AUM

$4.0B

Positions

Shared %

31.2%

Common holdings · 2

Stocks both whales currently hold — sorted by combined value

Stock	Christopher weight	Nelson weight	Christopher value	Nelson value
GEV · Ge Aerospace	0.3%	31.2%	$3M	$1.2B
GEHC · Ge Healthcare Technologies I	0.0%	0.0%	$376K	$332K

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
DG · Dollar Gen Corp. New	14.1%	$123M
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
OLN · Olin Corp.	4.7%	$40M
VLO · Valero Energy Corp.	3.7%	$32M

Unique to Nelson Peltz

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

Stock	Weight	Value
JHG · Janus Henderson Group Plc	38.1%	$1.5B
SOLV · Solventum Corp.	16.4%	$653M
95058W100 · Wendys Co.	6.4%	$254M
FERG · Ferguson Plc New	6.1%	$242M
G491BT108 · Invesco Ltd.	2.0%	$78M

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★ WatchlistData from SEC EDGAR · whalstreet.com