whalstreet

Warren BuffettvsTom Gayner

Side-by-side current 13F portfolio comparison · 15 shared positions
Whale A
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
54.2%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
15.9%
Common holdings · 15
Stocks both whales currently hold — sorted by combined value
StockWarren weightTom weightWarren valueTom value
AAPL · Apple Inc.22.6%2.6%$62.0B$311M
AXP · American Express Co.20.5%1.2%$56.1B$148M
MCO · Moodys Corp.4.6%0.8%$12.6B$93M
GOOGL · Alphabet Inc.2.0%1.4%$5.6B$164M
V · Visa, Inc.1.1%2.5%$2.9B$304M
MA · Mastercard Inc.0.8%0.9%$2.3B$104M
COF · Capital One Financial0.6%0.1%$1.7B$17M
UNH · Unitedhealth Group Inc.0.6%0.0%$1.7B$5M
DPZ · Dominos Pizza Inc.0.5%0.0%$1.4B$2M
AON · Aon Plc0.5%0.4%$1.3B$44M
AMZN · Amazon Com Inc.0.2%3.5%$525M$423M
HEI · Heico Corp. New0.1%0.7%$327M$80M
LAMR · Lamar Advertising Co. New0.1%0.2%$152M$24M
NVR · Nvr Inc.0.0%0.7%$81M$80M
DEO · Diageo Plc0.0%0.9%$20M$102M
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
BAC · Bank America Corp.10.4%$28.5B
KO · Coca Cola Co.10.2%$28.0B
CVX · Chevron Corp. New7.2%$19.8B
674599105 · Occidental Pete Corp.4.0%$10.9B
CB · Chubb Limited3.9%$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
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
GOOG · Alphabet Inc.6.6%$789M
BRK-B · Berkshire Hathaway Inc. Del6.1%$734M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
ADI · Analog Devices Inc.2.7%$326M
GS · Goldman Sachs Group Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
CAT · Caterpillar Inc.2.0%$233M
WSO · Watsco Inc.1.8%$212M
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★ WatchlistData from SEC EDGAR · whalstreet.com