Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Fairfax Financial ⇄ Hotchkis & Wiley Capital Management Llc
7Shared positions
1.4%Name overlap (Jaccard)
15+Only Fairfax…
15+Only Hotchkis &…
Shared holdings · Q2 2026
| Security | Fairfax Financial weight | Hotchkis & Wiley… weight |
|---|---|---|
| KHC The Kraft Heinz Company | 12.8% | 1.0% |
| TAP Molson Coors Beverage… | 2.9% | 0.0% |
| GM General Motors Company | 1.1% | 1.8% |
| WEN The Wendy's Company | 2.5% | 0.0% |
| TSM Taiwan Semiconductor… | 1.7% | 0.1% |
| IGT International Game… | 0.0% | 0.0% |
| CPRI Capri Holdings Limited | 0.1% | 0.0% |
Distinctively Fairfax Financial
| ORLA Orla Mining Ltd. | 21.5% |
| EGO Eldorado Gold… | 16.2% |
| UAA Under Armour, Inc. | 11.0% |
| CVS CVS Health Corp. | 10.6% |
| CLF Cleveland-Cliffs Inc. | 5.3% |
| UA Under Armour, Inc. | 5.2% |
| ATS ATS Corporation | 2.7% |
| HP Helmerich & Payne… | 1.5% |
| BNS The Bank of Nova… | 1.2% |
| PFE Pfizer Inc. | 1.0% |
| MRK Merck & Co., Inc. | 0.8% |
| JNJ Johnson & Johnson | 0.7% |
| KSPI Joint Stock Company… | 0.3% |
| RCI Rogers Communications… | 0.2% |
| GTX Garrett Motion Inc. | 0.1% |
Distinctively Hotchkis & Wiley…
| WDAY Workday, Inc. | 4.5% |
| APA APA Corporation | 3.0% |
| AIG American… | 2.6% |
| FFIV F5, Inc. | 2.5% |
| GEHC GE HealthCare… | 2.3% |
| ELV Elevance Health Inc. | 2.3% |
| PPG PPG Industries, Inc. | 2.2% |
| ERIC Telefonaktiebolaget… | 2.2% |
| CMCSA Comcast Corporation | 2.2% |
| D Dominion Energy, Inc. | 2.0% |
| USB U.S. Bancorp | 1.9% |
| C Citigroup Inc. | 1.9% |
| WFC Wells Fargo & Company | 1.7% |
| MGA Magna International… | 1.7% |
| CI Cigna Corporation | 1.6% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology