whalstreet

William Von MuefflingvsChris Hohn

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
William Von Mueffling
Cantillon Capital Management LLC
AUM
$15.1B
Positions
38
Shared %
14.0%
Whale B
Chris Hohn
Tci Fund Management Ltd.
AUM
$53.6B
Positions
9
Shared %
63.9%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockWilliam weightChris weightWilliam valueChris value
V · Visa, Inc.3.5%18.1%$519M$9.7B
MSFT · Microsoft Corp.2.7%15.1%$412M$8.1B
MCO · Moodys Corp.1.1%12.7%$171M$6.8B
SPGI · S&P Global Inc.4.4%11.5%$658M$6.2B
CP · Canadian Pacific Kansas City2.3%6.5%$342M$3.5B
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
IBKR · Interactive Brokers Group In5.0%$754M
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
CME · Cme Group Inc.2.7%$409M
Unique to Chris Hohn
Top 10 by value held — not in the other's portfolio
StockWeightValue
GEV · Ge Aerospace27.3%$14.6B
GOOG · Alphabet Inc.4.4%$2.4B
FER · Ferrovial Se2.5%$1.3B
CNI · Canadian Natl Ry Co.1.8%$974M
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★ WatchlistData from SEC EDGAR · whalstreet.com