Warren BuffettvsTom Russo

Side-by-side current 13F portfolio comparison · 9 shared positions

Whale A

Berkshire Hathaway Inc.

AUM

$274.2B

Positions

Shared %

64.7%

Whale B

Gardner Russo & Quinn LLC

AUM

$9.3B

Positions

Shared %

10.3%

Common holdings · 9

Stocks both whales currently hold — sorted by combined value

Stock	Warren weight	Tom weight	Warren value	Tom value
AAPL · Apple Inc.	22.6%	0.0%	$62.0B	$1M
AXP · American Express Co.	20.5%	0.0%	$56.1B	$4M
KO · Coca Cola Co.	10.2%	0.0%	$28.0B	$954K
CVX · Chevron Corp. New	7.2%	0.0%	$19.8B	$407K
GOOGL · Alphabet Inc.	2.0%	0.1%	$5.6B	$5M
MA · Mastercard Inc.	0.8%	9.8%	$2.3B	$905M
V · Visa, Inc.	1.1%	0.4%	$2.9B	$38M
AMZN · Amazon Com Inc.	0.2%	0.0%	$525M	$240K
LAMR · Lamar Advertising Co. New	0.1%	0.0%	$152M	$756K

Unique to Warren Buffett

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
BAC · Bank America Corp.	10.4%	$28.5B
MCO · Moodys Corp.	4.6%	$12.6B
674599105 · Occidental Pete Corp.	4.0%	$10.9B
CB · Chubb Limited	3.9%	$10.7B
KHC · Kraft Heinz Co.	2.9%	$7.9B
DVA · Davita Inc.	1.3%	$3.6B
KR · Kroger Co.	1.1%	$3.1B
SIRI · Sirius Xm Holdings Inc.	0.9%	$2.5B
VRSN · Verisign Inc.	0.8%	$2.2B
STZ · Constellation Brands Inc.	0.7%	$1.8B

Unique to Tom Russo

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
GOOG · Alphabet Inc.	13.3%	$1.2B
BRK-A · Berkshire Hathaway Inc. Del	12.1%	$1.1B
H25662182 · Compagnie Financiere Richemont	8.2%	$761M
PM · Philip Morris Intl Inc.	8.1%	$753M
N39338194 · Heineken Holding Nv	7.3%	$674M
BRK-B · Berkshire Hathaway Inc. Del	6.1%	$566M
641069406 · Nestle Sa Sponsored Adr	6.0%	$555M
NFLX · Netflix Inc.	5.1%	$469M
MLM · Martin Marietta Matls Inc.	4.9%	$452M
UBER · Uber Technologies Inc.	4.5%	$420M

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★ WatchlistData from SEC EDGAR · whalstreet.com