whalstreet

Francis ChouvsTweedy Browne

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Francis Chou
Chou Associates Management Inc.
AUM
$202M
Positions
28
Shared %
48.5%
Whale B
Tweedy Browne
Tweedy, Browne Co. LLC
AUM
$1.3B
Positions
93
Shared %
13.1%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockFrancis weightTweedy weightFrancis valueTweedy value
BRK-A · Berkshire Hathaway Inc. Del32.2%8.2%$65M$103M
WFC · Wells Fargo Co. New2.8%3.3%$6M$41M
BAC · Bank America Corp.1.4%1.4%$3M$18M
ALLY · Ally Finl Inc.5.1%0.1%$10M$1M
SIRI · Sirius Xm Holdings Inc.4.1%0.1%$8M$1M
BABA · Alibaba Group Holding Limited3.0%0.0%$6M$509K
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
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
MBI · Mbia Inc.1.1%$2M
Unique to Tweedy Browne
Top 10 by value held — not in the other's portfolio
StockWeightValue
CNH · Cnh Indl N V17.6%$222M
IONS · Ionis Pharmaceuticals Inc.13.6%$171M
KOF · Coca-Cola Femsa Sab De Cv9.1%$114M
GOOGL · Alphabet Inc.4.5%$57M
JNJ · Johnson & Johnson4.3%$54M
BRK-B · Berkshire Hathaway Inc. Del3.7%$47M
ALV · Autoliv Inc.3.2%$40M
NVST · Envista Holdings Corporation2.9%$36M
FDX · Fedex Corp.2.1%$26M
TFC · Truist Finl Corp.2.0%$26M
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★ WatchlistData from SEC EDGAR · whalstreet.com