whalstreet

William Von MuefflingvsJohn Armitage

Side-by-side current 13F portfolio comparison · 8 shared positions
Whale A
William Von Mueffling
Cantillon Capital Management LLC
AUM
$15.1B
Positions
38
Shared %
20.9%
Whale B
John Armitage
Egerton Capital (Uk) Llp
AUM
$9.2B
Positions
23
Shared %
40.1%
Common holdings · 8
Stocks both whales currently hold — sorted by combined value
StockWilliam weightJohn weightWilliam valueJohn value
V · Visa, Inc.3.5%12.5%$519M$1.1B
MSFT · Microsoft Corp.2.7%9.2%$412M$846M
IBKR · Interactive Brokers Group In5.0%4.9%$754M$446M
CME · Cme Group Inc.2.7%3.5%$409M$322M
FERG · Ferguson Enterprises2.7%2.4%$408M$224M
UBER · Uber Technologies Inc.2.5%2.4%$374M$219M
MCO · Moodys Corp.1.1%4.3%$171M$395M
LPLA · Lpl Finl Hldgs Inc.0.6%1.0%$98M$91M
Unique to William Von Mueffling
Top 10 by value held — not in the other's portfolio
StockWeightValue
AVGO · Broadcom Inc.8.3%$1.3B
GOOGL · Alphabet Inc.7.1%$1.1B
TSM · Taiwan Semiconductor Mfg Ltd.5.6%$843M
SPGI · S&P Global Inc.4.4%$658M
ADI · Analog Devices Inc.4.0%$608M
CBRE · Cbre Group Inc.3.5%$533M
AMAT · Applied Matls Inc.3.5%$520M
ICE · Intercontinental Exchange In3.1%$463M
BLK · Blackrock Inc.2.9%$436M
FAST · Fastenal Co.2.5%$379M
Unique to John Armitage
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.14.8%$1.4B
BSX · Boston Scientific Corp.5.6%$513M
COF · Capital One Financial5.5%$501M
APH · Amphenol Corp. New5.4%$501M
CRS · Carpenter Technology Corp.5.3%$489M
GOOG · Alphabet Inc.3.7%$339M
CRH · Crh Plc3.1%$282M
VMC · Vulcan Matls Co.3.0%$274M
MA · Mastercard Inc.2.8%$262M
WYNN · Wynn Resorts Ltd.2.7%$249M
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★ WatchlistData from SEC EDGAR · whalstreet.com