whalstreet

Warren BuffettvsTom Bancroft

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
0.8%
Whale B
Tom Bancroft
Makaira Partners LLC
AUM
$128M
Positions
11
Shared %
51.1%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockWarren weightTom weightWarren valueTom value
DPZ · Dominos Pizza Inc.0.5%12.1%$1.4B$15M
HEI · Heico Corp. New0.1%0.4%$327M$548K
CHTR · Charter Communications Inc. N0.1%26.8%$221M$34M
LAMR · Lamar Advertising Co. New0.1%11.9%$152M$15M
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
AAPL · Apple Inc.22.6%$62.0B
AXP · American Express Co.20.5%$56.1B
BAC · Bank America Corp.10.4%$28.5B
KO · Coca Cola Co.10.2%$28.0B
CVX · Chevron Corp. New7.2%$19.8B
MCO · Moodys Corp.4.6%$12.6B
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
Unique to Tom Bancroft
Top 10 by value held — not in the other's portfolio
StockWeightValue
BBWI · Bath & Body Works Inc.11.5%$15M
CDW · Cdw Corp.10.6%$14M
BELFA · Bel Fuse Inc.7.3%$9M
FLUT · Flutter Entmt Plc7.0%$9M
LMB · Limbach Hldgs Inc.6.2%$8M
WHD · Cactus Inc.5.0%$6M
SVV · Savers Value Vlg Inc.1.2%$1M
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★ WatchlistData from SEC EDGAR · whalstreet.com