Mark MasseyvsGlenn Greenberg

Side-by-side current 13F portfolio comparison · 6 shared positions

Whale A

Altarock Partners LP

AUM

$5.1B

Positions

Shared %

71.7%

Whale B

Brave Warrior Advisors, LLC

AUM

$4.3B

Positions

Shared %

0.2%

Common holdings · 6

Stocks both whales currently hold — sorted by combined value

Stock	Mark weight	Glenn weight	Mark value	Glenn value
AMZN · Amazon Com Inc.	33.1%	0.0%	$1.7B	$323K
MSFT · Microsoft Corp.	19.7%	0.0%	$1.0B	$254K
MCO · Moodys Corp.	8.2%	0.0%	$416M	$241K
MA · Mastercard Inc.	6.1%	0.0%	$309M	$241K
V · Visa, Inc.	3.6%	0.0%	$181M	$217K
GOOGL · Alphabet Inc.	1.0%	0.1%	$53M	$6M

Unique to Mark Massey

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

Stock	Weight	Value
TDG · Transdigm Group Inc.	25.3%	$1.3B
HLT · Hilton Worldwide Hldgs Inc.	3.1%	$156M

Unique to Glenn Greenberg

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

Stock	Weight	Value
OMF · Onemain Hldgs Inc.	12.2%	$523M
SNX · Td Synnex Corporation	11.1%	$475M
ELV · Elevance Health Inc. Formerly	10.3%	$439M
SLM · Slm Corp.	8.1%	$347M
AN · Autonation Inc.	7.5%	$321M
601137102 · Millrose Pptys Inc.	6.0%	$257M
LEN · Lennar Corp.	5.8%	$248M
BLDR · Builders Firstsource Inc.	5.7%	$245M
COF · Capital One Financial	5.7%	$245M
MPLX · Mplx LP	5.6%	$239M

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★ WatchlistData from SEC EDGAR · whalstreet.com