whalstreet

Guy SpiervsTom Gayner

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Guy Spier
Aquamarine Zurich Ag
AUM
$135M
Positions
7
Shared %
88.5%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
15.7%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockGuy weightTom weightGuy valueTom value
BRK-A · Berkshire Hathaway Inc. Del15.9%6.7%$22M$800M
BRK-B · Berkshire Hathaway Inc. Del34.6%6.1%$47M$734M
AXP · American Express Co.14.5%1.2%$20M$148M
MA · Mastercard Inc.14.8%0.9%$20M$104M
MCO · Moodys Corp.8.7%0.8%$12M$93M
Unique to Guy Spier
Top 10 by value held — not in the other's portfolio
StockWeightValue
RACE · Ferrari N V7.4%$10M
DJCO · Daily Journal Corp.4.1%$6M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.6.6%$789M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
AMZN · Amazon Com Inc.3.5%$423M
ADI · Analog Devices Inc.2.7%$326M
AAPL · Apple Inc.2.6%$311M
GS · Goldman Sachs Group Inc.2.5%$304M
V · Visa, 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