Sarah KetterervsMairs and Power

Side-by-side current 13F portfolio comparison · 17 shared positions

Whale A

Causeway Capital Management LLC

AUM

$7.3B

Positions

108

Shared %

10.5%

Whale B

Mairs & Power Inc.

AUM

$10.4B

Positions

243

Shared %

30.0%

Common holdings · 17

Stocks both whales currently hold — sorted by combined value

Stock	Sarah weight	Mairs weight	Sarah value	Mairs value
MSFT · Microsoft Corp.	0.0%	8.9%	$467K	$925M
NVDA · Nvidia Corp.	0.0%	8.9%	$701K	$923M
GOOG · Alphabet Inc.	1.6%	5.1%	$116M	$533M
AAPL · Apple Inc.	0.0%	3.2%	$244K	$331M
TSM · Taiwan Semiconductor Mfg Ltd.	2.1%	1.4%	$156M	$148M
META · Meta Platforms, Inc.	1.0%	2.0%	$73M	$209M
MRK · Merck & Co.Inc. New	1.5%	0.1%	$110M	$5M
DIS · Disney Walt Co.	0.9%	0.3%	$62M	$34M
ZBH · Zimmer Biomet Holdings	0.9%	0.0%	$66M	$998K
BP · Bp Plc	0.8%	0.0%	$57M	$226K
PFE · Pfizer Inc.	0.7%	0.0%	$52M	$2M
BA · Boeing Co.	0.5%	0.0%	$33M	$493K
921943858 · Vanguard Tax-Managed Fds	0.4%	0.0%	$26M	$320K
464287465 · Ishares Tr	0.1%	0.0%	$8M	$1M
AVGO · Broadcom Inc.	0.0%	0.0%	$286K	$1M
922042775 · Vanguard Intl Equity Index F	0.0%	0.0%	$1M	$234K
NVS · Novartis Ag	0.0%	0.0%	$267K	$205K

Unique to Sarah Ketterer

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
CCL · Carnival Corp.	14.3%	$1.0B
CP · Canadian Pacific Kansas City	12.8%	$929M
SW · Smurfit Westrock Plc	10.2%	$740M
DB · Deutsche Bank A G	7.6%	$552M
06849F108 · Barrick Mng Corp.	3.6%	$264M
BABA · Alibaba Group Holding Limited	2.4%	$176M
CTSH · Cognizant Technology Solutio	1.8%	$129M
CARR · Carrier Global Corporation	1.3%	$98M
G · Genpact Limited	1.3%	$97M
BCS · Barclays Plc	1.3%	$95M

Unique to Mairs and Power

Top 10 by value held — not in the other's portfolio

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★ WatchlistData from SEC EDGAR · whalstreet.com