whalstreet

Warren BuffettvsValueAct Capital (Mason Morfit)

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
1.7%
Whale B
ValueAct Capital (Mason Morfit)
Valueact Holdings, L.P.
AUM
$7.0B
Positions
16
Shared %
26.1%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockWarren weightValueAct weightWarren valueValueAct value
V · Visa, Inc.1.1%8.6%$2.9B$603M
AMZN · Amazon Com Inc.0.2%11.2%$525M$783M
LLYVA · Liberty Live Holdings Inc.0.3%4.3%$908M$300M
LLYVA · Liberty Live Holdings Inc.0.1%2.1%$406M$147M
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 ValueAct Capital (Mason Morfit)
Top 10 by value held — not in the other's portfolio
StockWeightValue
CRM · Salesforce Inc.11.3%$793M
77311W101 · Rocket Cos Inc.10.9%$762M
BLK · Blackrock Inc.10.6%$744M
META · Meta Platforms, Inc.9.8%$692M
MDB · Mongodb Inc.8.4%$590M
RBLX · Roblox Corp.6.9%$484M
DIS · Disney Walt Co.5.0%$350M
TOST · Toast Inc.4.1%$285M
SSD · Simpson Mfg Inc.3.4%$238M
LYV · Live Nation Entertainment In1.7%$117M
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★ WatchlistData from SEC EDGAR · whalstreet.com