whalstreet

Guy SpiervsWarren Buffett

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Guy Spier
Aquamarine Zurich Ag
AUM
$135M
Positions
7
Shared %
38.0%
Whale B
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
25.9%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockGuy weightWarren weightGuy valueWarren value
AXP · American Express Co.14.5%20.5%$20M$56.1B
MCO · Moodys Corp.8.7%4.6%$12M$12.6B
MA · Mastercard Inc.14.8%0.8%$20M$2.3B
Unique to Guy Spier
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-B · Berkshire Hathaway Inc. Del34.6%$47M
BRK-A · Berkshire Hathaway Inc. Del15.9%$22M
RACE · Ferrari N V7.4%$10M
DJCO · Daily Journal Corp.4.1%$6M
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
AAPL · Apple Inc.22.6%$62.0B
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
GOOGL · Alphabet Inc.2.0%$5.6B
DVA · Davita Inc.1.3%$3.6B
KR · Kroger Co.1.1%$3.1B
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★ WatchlistData from SEC EDGAR · whalstreet.com