whalstreet

Warren BuffettvsFrancis Chou

Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
43.4%
Whale B
Francis Chou
Chou Associates Management Inc.
AUM
$202M
Positions
28
Shared %
25.0%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockWarren weightFrancis weightWarren valueFrancis value
AAPL · Apple Inc.22.6%5.9%$62.0B$12M
BAC · Bank America Corp.10.4%1.4%$28.5B$3M
MCO · Moodys Corp.4.6%0.4%$12.6B$766K
674599105 · Occidental Pete Corp.4.0%6.4%$10.9B$13M
SIRI · Sirius Xm Holdings Inc.0.9%4.1%$2.5B$8M
ALLY · Ally Finl Inc.0.5%5.1%$1.3B$10M
POOL · Pool Corp.0.3%1.2%$702M$2M
546347105 · Louisiana Pac Corp.0.2%0.2%$457M$475K
JEF · Jefferies Finl Group Inc.0.0%0.3%$27M$681K
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
AXP · American Express Co.20.5%$56.1B
KO · Coca Cola Co.10.2%$28.0B
CVX · Chevron Corp. New7.2%$19.8B
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
V · Visa, Inc.1.1%$2.9B
MA · Mastercard Inc.0.8%$2.3B
Unique to Francis Chou
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del32.2%$65M
GOOG · Alphabet Inc.11.3%$23M
SYF · Synchrony Financial8.9%$18M
STLA · Stellantis N.V7.5%$15M
BABA · Alibaba Group Holding Limited3.0%$6M
WFC · Wells Fargo Co. New2.8%$6M
GM · General Motors Company2.1%$4M
C · Citigroup Inc.1.9%$4M
PYPL · Paypal Holdings, Inc.1.2%$2M
MBI · Mbia Inc.1.1%$2M
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
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★ WatchlistData from SEC EDGAR · whalstreet.com