Francis ChouvsTom Gayner

Side-by-side current 13F portfolio comparison · 5 shared positions

Whale A

Chou Associates Management Inc.

AUM

$202M

Positions

Shared %

52.5%

Whale B

Markel Group Inc.

AUM

$11.9B

Positions

129

Shared %

16.8%

Common holdings · 5

Stocks both whales currently hold — sorted by combined value

Stock	Francis weight	Tom weight	Francis value	Tom value
BRK-A · Berkshire Hathaway Inc. Del	32.2%	6.7%	$65M	$800M
GOOG · Alphabet Inc.	11.3%	6.6%	$23M	$789M
AAPL · Apple Inc.	5.9%	2.6%	$12M	$311M
MCO · Moodys Corp.	0.4%	0.8%	$766K	$93M
WFC · Wells Fargo Co. New	2.8%	0.1%	$6M	$16M

Unique to Francis Chou

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

Stock	Weight	Value
SYF · Synchrony Financial	8.9%	$18M
STLA · Stellantis N.V	7.5%	$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 Limited	3.0%	$6M
GM · General Motors Company	2.1%	$4M
C · Citigroup Inc.	1.9%	$4M
BAC · Bank America Corp.	1.4%	$3M
POOL · Pool Corp.	1.2%	$2M

Unique to Tom Gayner

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

Stock	Weight	Value
BRK-B · Berkshire Hathaway Inc. Del	6.1%	$734M
BN · Brookfield Corp.	4.4%	$529M
DE · Deere & Co.	4.1%	$495M
AMZN · Amazon Com Inc.	3.5%	$423M
ADI · Analog Devices Inc.	2.7%	$326M
GS · Goldman Sachs Group Inc.	2.5%	$304M
V · Visa, Inc.	2.5%	$304M
HD · Home Depot Inc.	2.5%	$303M
CAT · Caterpillar Inc.	2.0%	$233M
WSO · Watsco Inc.	1.8%	$212M

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com