whalstreet

Francis ChouvsNorbert Lou

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Francis Chou
Chou Associates Management Inc.
AUM
$202M
Positions
28
Shared %
33.4%
Whale B
Norbert Lou
Punch Card Management L.P.
AUM
$301M
Positions
5
Shared %
48.6%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockFrancis weightNorbert weightFrancis valueNorbert value
BRK-A · Berkshire Hathaway Inc. Del32.2%36.4%$65M$109M
PYPL · Paypal Holdings, Inc.1.2%12.2%$2M$37M
Unique to Francis Chou
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.11.3%$23M
SYF · Synchrony Financial8.9%$18M
STLA · Stellantis N.V7.5%$15M
674599105 · Occidental Pete Corp.6.4%$13M
AAPL · Apple Inc.5.9%$12M
ALLY · Ally Finl Inc.5.1%$10M
SIRI · Sirius Xm Holdings Inc.4.1%$8M
BABA · Alibaba Group Holding Limited3.0%$6M
WFC · Wells Fargo Co. New2.8%$6M
GM · General Motors Company2.1%$4M
Unique to Norbert Lou
Top 10 by value held — not in the other's portfolio
StockWeightValue
46436E718 · Ishares Tr18.9%$57M
CROX · Crocs Inc.16.9%$51M
PDD · Pdd Holdings Inc.15.6%$47M
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★ WatchlistData from SEC EDGAR · whalstreet.com