Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Hotchkis & Wiley Capital Management Llc ⇄ First Eagle Investment Management, LLC
60Shared positions
9.0%Name overlap (Jaccard)
15+Only Hotchkis &…
15+Only First Eagle…
Shared holdings · Q2 2026
Distinctively Hotchkis & Wiley…
| APA APA Corporation | 3.0% |
| AIG American… | 2.6% |
| FFIV F5, Inc. | 2.5% |
| ERIC Telefonaktiebolaget… | 2.2% |
| D Dominion Energy, Inc. | 2.0% |
| C Citigroup Inc. | 1.9% |
| GM General Motors Company | 1.8% |
| WFC Wells Fargo & Company | 1.7% |
| MGA Magna International… | 1.7% |
| CI Cigna Corporation | 1.6% |
| CNHI CNH Industrial N.V. | 1.6% |
| CDW CDW Corporation | 1.5% |
| OVV Ovintiv Inc. | 1.3% |
| FDX FedEx Corporation | 1.3% |
| PCAR PACCAR Inc | 1.2% |
Distinctively First Eagle…
| GOOG Alphabet Inc. | 4.3% |
| BDX Becton, Dickinson and… | 3.5% |
| META Meta Platforms, Inc. | 3.0% |
| FMX Fomento Económico… | 2.8% |
| WPM Wheaton Precious… | 2.7% |
| IMO Imperial Oil Limited | 2.5% |
| HCA HCA Healthcare, Inc. | 2.1% |
| ORCL Oracle Corporation | 2.1% |
| WY Weyerhaeuser Company | 2.0% |
| WTW Willis Towers Watson… | 2.0% |
| ADP Automatic Data… | 1.9% |
| FNV Franco-Nevada… | 1.8% |
| ABEV Ambev S.A. | 1.8% |
| NEM Newmont Corporation | 1.8% |
| OKE ONEOK, Inc. | 1.7% |
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