whalstreet

Glenn GreenbergvsTom Gayner

Side-by-side current 13F portfolio comparison · 16 shared positions
Whale A
Glenn Greenberg
Brave Warrior Advisors, LLC
AUM
$4.3B
Positions
33
Shared %
6.1%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
21.9%
Common holdings · 16
Stocks both whales currently hold — sorted by combined value
StockGlenn weightTom weightGlenn valueTom value
GOOG · Alphabet Inc.0.0%6.6%$1M$789M
AMZN · Amazon Com Inc.0.0%3.5%$323K$423M
V · Visa, Inc.0.0%2.5%$217K$304M
COF · Capital One Financial5.7%0.1%$245M$17M
MSFT · Microsoft Corp.0.0%1.7%$254K$199M
GOOGL · Alphabet Inc.0.1%1.4%$6M$164M
PGR · Progressive Corp.0.0%1.3%$398K$149M
META · Meta Platforms, Inc.0.0%1.2%$223K$142M
MA · Mastercard Inc.0.0%0.9%$241K$104M
MCO · Moodys Corp.0.0%0.8%$241K$93M
JPM · Jpmorgan Chase & Co.0.0%0.6%$2M$74M
SPGI · S&P Global Inc.0.0%0.4%$210K$50M
HCA · Hca Healthcare Inc.0.0%0.3%$2M$39M
MAR · Marriott Intl Inc. New0.0%0.3%$370K$31M
CMCSA · Comcast Corp. Cl A0.0%0.2%$929K$28M
AMAT · Applied Matls Inc.0.0%0.1%$247K$12M
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
MPLX · Mplx LP5.6%$239M
RYAAY · Ryanair Holdings Plc5.2%$221M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
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
AAPL · Apple Inc.2.6%$311M
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