whalstreet

Guy SpiervsTom Russo

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Guy Spier
Aquamarine Zurich Ag
AUM
$135M
Positions
7
Shared %
79.8%
Whale B
Tom Russo
Gardner Russo & Quinn LLC
AUM
$9.3B
Positions
87
Shared %
28.1%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockGuy weightTom weightGuy valueTom value
BRK-A · Berkshire Hathaway Inc. Del15.9%12.1%$22M$1.1B
MA · Mastercard Inc.14.8%9.8%$20M$905M
BRK-B · Berkshire Hathaway Inc. Del34.6%6.1%$47M$566M
AXP · American Express Co.14.5%0.0%$20M$4M
Unique to Guy Spier
Top 10 by value held — not in the other's portfolio
StockWeightValue
MCO · Moodys Corp.8.7%$12M
RACE · Ferrari N V7.4%$10M
DJCO · Daily Journal Corp.4.1%$6M
Unique to Tom Russo
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.13.3%$1.2B
H25662182 · Compagnie Financiere Richemont8.2%$761M
PM · Philip Morris Intl Inc.8.1%$753M
N39338194 · Heineken Holding Nv7.3%$674M
641069406 · Nestle Sa Sponsored Adr6.0%$555M
NFLX · Netflix Inc.5.1%$469M
MLM · Martin Marietta Matls Inc.4.9%$452M
UBER · Uber Technologies Inc.4.5%$420M
G05320109 · Ashtead Group Plc4.5%$418M
F72027109 · Pernod Ricard2.4%$219M
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★ WatchlistData from SEC EDGAR · whalstreet.com