whalstreet

Francis ChouvsMairs and Power

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Francis Chou
Chou Associates Management Inc.
AUM
$202M
Positions
28
Shared %
53.5%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
9.9%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockFrancis weightMairs weightFrancis valueMairs value
GOOG · Alphabet Inc.11.3%5.1%$23M$533M
AAPL · Apple Inc.5.9%3.2%$12M$331M
WFC · Wells Fargo Co. New2.8%1.6%$6M$161M
BRK-A · Berkshire Hathaway Inc. Del32.2%0.0%$65M$4M
BAC · Bank America Corp.1.4%0.0%$3M$1M
Unique to Francis Chou
Top 10 by value held — not in the other's portfolio
StockWeightValue
SYF · Synchrony Financial8.9%$18M
STLA · Stellantis N.V7.5%$15M
674599105 · Occidental Pete Corp.6.4%$13M
ALLY · Ally Finl Inc.5.1%$10M
SIRI · Sirius Xm Holdings Inc.4.1%$8M
BABA · Alibaba Group Holding Limited3.0%$6M
GM · General Motors Company2.1%$4M
C · Citigroup Inc.1.9%$4M
POOL · Pool Corp.1.2%$2M
PYPL · Paypal Holdings, Inc.1.2%$2M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
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★ WatchlistData from SEC EDGAR · whalstreet.com