whal
street
Clifford Sosin
vs
Steve Mandel
Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Clifford Sosin
Cas Investment Partners, LLC
AUM
$2.3B
Positions
5
Shared %
89.3%
Whale B
Steve Mandel
Lone Pine Capital LLC
AUM
$13.6B
Positions
32
Shared %
9.6%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
Stock
Clifford weight
Steve weight
Clifford value
Steve value
CVNA
· Carvana Co.
83.2%
5.5%
$1.9B
$751M
COF
· Capital One Financial
6.1%
4.1%
$142M
$556M
Unique to Clifford Sosin
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
HGV
· Hilton Grand Vacations Inc.
10.2%
$238M
SWIM
· Latham Group Inc.
0.3%
$6M
CDLX
· Cardlytics Inc.
0.3%
$6M
Unique to Steve Mandel
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
TSM
· Taiwan Semiconductor Mfg Ltd.
6.8%
$928M
VST
· Vistra Corp.
6.2%
$841M
LPLA
· Lpl Finl Hldgs Inc.
5.4%
$741M
BN
· Brookfield Corp.
5.4%
$731M
ASML
· Asml Holding N.V.
4.8%
$647M
KKR
· Kkr & Co. Inc.
4.7%
$638M
AVGO
· Broadcom Inc.
4.4%
$599M
MSFT
· Microsoft Corp.
4.4%
$597M
DASH
· Doordash Inc.
4.2%
$573M
AMZN
· Amazon Com Inc.
4.1%
$557M
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Data from SEC EDGAR · whalstreet.com