whalstreet

William Von MuefflingvsTom Gayner

Side-by-side current 13F portfolio comparison · 20 shared positions
Whale A
William Von Mueffling
Cantillon Capital Management LLC
AUM
$15.1B
Positions
38
Shared %
55.3%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
14.7%
Common holdings · 20
Stocks both whales currently hold — sorted by combined value
StockWilliam weightTom weightWilliam valueTom value
GOOGL · Alphabet Inc.7.1%1.4%$1.1B$164M
ADI · Analog Devices Inc.4.0%2.7%$608M$326M
V · Visa, Inc.3.5%2.5%$519M$304M
SPGI · S&P Global Inc.4.4%0.4%$658M$50M
BLK · Blackrock Inc.2.9%1.8%$436M$212M
MSFT · Microsoft Corp.2.7%1.7%$412M$199M
AMAT · Applied Matls Inc.3.5%0.1%$520M$12M
ICE · Intercontinental Exchange In3.1%0.0%$463M$5M
FERG · Ferguson Enterprises2.7%0.3%$408M$40M
CME · Cme Group Inc.2.7%0.1%$409M$15M
TMO · Thermo Fisher Scientific Inc.2.5%0.3%$378M$33M
AON · Aon Plc2.3%0.4%$354M$44M
UBER · Uber Technologies Inc.2.5%0.1%$374M$10M
CP · Canadian Pacific Kansas City2.3%0.0%$342M$5M
EFX · Equifax Inc.2.1%0.1%$323M$13M
YUM · Yum Brands Inc.1.9%0.3%$282M$38M
IQV · Iqvia Hldgs Inc.1.9%0.1%$292M$8M
LPLA · Lpl Finl Hldgs Inc.0.6%1.4%$98M$168M
MCO · Moodys Corp.1.1%0.8%$171M$93M
SPOT · Spotify Technology S A1.4%0.1%$213M$13M
Unique to William Von Mueffling
Top 10 by value held — not in the other's portfolio
StockWeightValue
AVGO · Broadcom Inc.8.3%$1.3B
TSM · Taiwan Semiconductor Mfg Ltd.5.6%$843M
IBKR · Interactive Brokers Group In5.0%$754M
CBRE · Cbre Group Inc.3.5%$533M
FAST · Fastenal Co.2.5%$379M
LYV · Live Nation Entertainment In2.5%$376M
A · Agilent Technologies Inc.2.1%$313M
TW · Tradeweb Mkts Inc.1.9%$279M
AMT · American Tower Corp. New1.8%$278M
ENTG · Entegris Inc.1.7%$254M
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
AMZN · Amazon Com Inc.3.5%$423M
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
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★ WatchlistData from SEC EDGAR · whalstreet.com