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Clifford SosinvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Clifford Sosin
Cas Investment Partners, LLC
AUM
$2.3B
Positions
5
Shared %
83.5%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
0.0%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockClifford weightPolen weightClifford valuePolen value
CVNA · Carvana Co.83.2%0.0%$1.9B$4M
SWIM · Latham Group Inc.0.3%0.0%$6M$714K
Unique to Clifford Sosin
Top 10 by value held — not in the other's portfolio
StockWeightValue
HGV · Hilton Grand Vacations Inc.10.2%$238M
COF · Capital One Financial6.1%$142M
CDLX · Cardlytics Inc.0.3%$6M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.8.5%$2.0B
MSFT · Microsoft Corp.8.1%$1.9B
ORCL · Oracle Corp.6.0%$1.4B
LLY · Eli Lilly & Co.5.7%$1.3B
GOOG · Alphabet Inc.5.4%$1.3B
AVGO · Broadcom Inc.5.2%$1.2B
MA · Mastercard Inc.5.2%$1.2B
V · Visa, Inc.5.1%$1.2B
SHOP · Shopify Inc.4.9%$1.2B
NVDA · Nvidia Corp.4.2%$994M
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★ WatchlistData from SEC EDGAR · whalstreet.com