whalstreet

Mark MasseyvsWarren Buffett

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Mark Massey
Altarock Partners LP
AUM
$5.1B
Positions
8
Shared %
51.9%
Whale B
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
8.7%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockMark weightWarren weightMark valueWarren value
MCO · Moodys Corp.8.2%4.6%$416M$12.6B
GOOGL · Alphabet Inc.1.0%2.0%$53M$5.6B
V · Visa, Inc.3.6%1.1%$181M$2.9B
MA · Mastercard Inc.6.1%0.8%$309M$2.3B
AMZN · Amazon Com Inc.33.1%0.2%$1.7B$525M
Unique to Mark Massey
Top 10 by value held — not in the other's portfolio
StockWeightValue
TDG · Transdigm Group Inc.25.3%$1.3B
MSFT · Microsoft Corp.19.7%$1.0B
HLT · Hilton Worldwide Hldgs Inc.3.1%$156M
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
AAPL · Apple Inc.22.6%$62.0B
AXP · American Express Co.20.5%$56.1B
BAC · Bank America Corp.10.4%$28.5B
KO · Coca Cola Co.10.2%$28.0B
CVX · Chevron Corp. New7.2%$19.8B
674599105 · Occidental Pete Corp.4.0%$10.9B
CB · Chubb Limited3.9%$10.7B
KHC · Kraft Heinz Co.2.9%$7.9B
DVA · Davita Inc.1.3%$3.6B
KR · Kroger Co.1.1%$3.1B
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★ WatchlistData from SEC EDGAR · whalstreet.com