John ArmitagevsTom Russo

Side-by-side current 13F portfolio comparison · 8 shared positions

Whale A

Egerton Capital (Uk) Llp

AUM

$9.2B

Positions

Shared %

49.3%

Whale B

Gardner Russo & Quinn LLC

AUM

$9.3B

Positions

Shared %

28.1%

Common holdings · 8

Stocks both whales currently hold — sorted by combined value

Stock	John weight	Tom weight	John value	Tom value
GOOG · Alphabet Inc.	3.7%	13.3%	$339M	$1.2B
AMZN · Amazon Com Inc.	14.8%	0.0%	$1.4B	$240K
V · Visa, Inc.	12.5%	0.4%	$1.1B	$38M
MA · Mastercard Inc.	2.8%	9.8%	$262M	$905M
MSFT · Microsoft Corp.	9.2%	0.0%	$846M	$2M
UBER · Uber Technologies Inc.	2.4%	4.5%	$219M	$420M
VMC · Vulcan Matls Co.	3.0%	0.0%	$274M	$2M
LAMR · Lamar Advertising Co. New	1.0%	0.0%	$91M	$756K

Unique to John Armitage

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

Stock	Weight	Value
BSX · Boston Scientific Corp.	5.6%	$513M
COF · Capital One Financial	5.5%	$501M
APH · Amphenol Corp. New	5.4%	$501M
CRS · Carpenter Technology Corp.	5.3%	$489M
IBKR · Interactive Brokers Group In	4.9%	$446M
MCO · Moodys Corp.	4.3%	$395M
CME · Cme Group Inc.	3.5%	$322M
CRH · Crh Plc	3.1%	$282M
WYNN · Wynn Resorts Ltd.	2.7%	$249M
FERG · Ferguson Enterprises	2.4%	$224M

Unique to Tom Russo

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

Stock	Weight	Value
BRK-A · Berkshire Hathaway Inc. Del	12.1%	$1.1B
H25662182 · Compagnie Financiere Richemont	8.2%	$761M
PM · Philip Morris Intl Inc.	8.1%	$753M
N39338194 · Heineken Holding Nv	7.3%	$674M
BRK-B · Berkshire Hathaway Inc. Del	6.1%	$566M
641069406 · Nestle Sa Sponsored Adr	6.0%	$555M
NFLX · Netflix Inc.	5.1%	$469M
MLM · Martin Marietta Matls Inc.	4.9%	$452M
G05320109 · Ashtead Group Plc	4.5%	$418M
F72027109 · Pernod Ricard	2.4%	$219M

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★ WatchlistData from SEC EDGAR · whalstreet.com