whalstreet

Mark MasseyvsTom Gayner

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Mark Massey
Altarock Partners LP
AUM
$5.1B
Positions
8
Shared %
71.7%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
10.8%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockMark weightTom weightMark valueTom value
AMZN · Amazon Com Inc.33.1%3.5%$1.7B$423M
MSFT · Microsoft Corp.19.7%1.7%$1.0B$199M
MCO · Moodys Corp.8.2%0.8%$416M$93M
V · Visa, Inc.3.6%2.5%$181M$304M
MA · Mastercard Inc.6.1%0.9%$309M$104M
GOOGL · Alphabet Inc.1.0%1.4%$53M$164M
Unique to Mark Massey
Top 10 by value held — not in the other's portfolio
StockWeightValue
TDG · Transdigm Group Inc.25.3%$1.3B
HLT · Hilton Worldwide Hldgs Inc.3.1%$156M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
GOOG · Alphabet Inc.6.6%$789M
BRK-B · Berkshire Hathaway Inc. Del6.1%$734M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
ADI · Analog Devices Inc.2.7%$326M
AAPL · Apple Inc.2.6%$311M
GS · Goldman Sachs Group Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
CAT · Caterpillar Inc.2.0%$233M
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★ WatchlistData from SEC EDGAR · whalstreet.com