whalstreet

Glenn GreenbergvsMairs and Power

Side-by-side current 13F portfolio comparison · 11 shared positions
Whale A
Glenn Greenberg
Brave Warrior Advisors, LLC
AUM
$4.3B
Positions
33
Shared %
0.3%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
29.0%
Common holdings · 11
Stocks both whales currently hold — sorted by combined value
StockGlenn weightMairs weightGlenn valueMairs value
MSFT · Microsoft Corp.0.0%8.9%$254K$925M
AMZN · Amazon Com Inc.0.0%5.8%$323K$598M
GOOG · Alphabet Inc.0.0%5.1%$1M$533M
JPM · Jpmorgan Chase & Co.0.0%4.0%$2M$411M
V · Visa, Inc.0.0%2.7%$217K$281M
META · Meta Platforms, Inc.0.0%2.0%$223K$209M
USB · Us Bancorp Del0.0%0.3%$800K$35M
GOOGL · Alphabet Inc.0.1%0.2%$6M$16M
AMAT · Applied Matls Inc.0.0%0.0%$247K$3M
BAC · Bank America Corp.0.0%0.0%$1M$1M
MA · Mastercard Inc.0.0%0.0%$241K$356K
Unique to Glenn Greenberg
Top 10 by value held — not in the other's portfolio
StockWeightValue
OMF · Onemain Hldgs Inc.12.2%$523M
SNX · Td Synnex Corporation11.1%$475M
ELV · Elevance Health Inc. Formerly10.3%$439M
SLM · Slm Corp.8.1%$347M
AN · Autonation Inc.7.5%$321M
601137102 · Millrose Pptys Inc.6.0%$257M
LEN · Lennar Corp.5.8%$248M
BLDR · Builders Firstsource Inc.5.7%$245M
COF · Capital One Financial5.7%$245M
MPLX · Mplx LP5.6%$239M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.8.9%$923M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
ECL · Ecolab Inc.1.9%$202M
MSI · Motorola Solutions Inc.1.9%$201M
WEC · Wec Energy Group Inc.1.9%$201M
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★ WatchlistData from SEC EDGAR · whalstreet.com