whalstreet

John ArmitagevsTom Gayner

Side-by-side current 13F portfolio comparison · 13 shared positions
Whale A
John Armitage
Egerton Capital (Uk) Llp
AUM
$9.2B
Positions
23
Shared %
64.5%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
18.5%
Common holdings · 13
Stocks both whales currently hold — sorted by combined value
StockJohn weightTom weightJohn valueTom value
AMZN · Amazon Com Inc.14.8%3.5%$1.4B$423M
V · Visa, Inc.12.5%2.5%$1.1B$304M
GOOG · Alphabet Inc.3.7%6.6%$339M$789M
MSFT · Microsoft Corp.9.2%1.7%$846M$199M
COF · Capital One Financial5.5%0.1%$501M$17M
MCO · Moodys Corp.4.3%0.8%$395M$93M
MA · Mastercard Inc.2.8%0.9%$262M$104M
CME · Cme Group Inc.3.5%0.1%$322M$15M
FERG · Ferguson Enterprises2.4%0.3%$224M$40M
LPLA · Lpl Finl Hldgs Inc.1.0%1.4%$91M$168M
UBER · Uber Technologies Inc.2.4%0.1%$219M$10M
RNR · Renaissancere Hldgs Ltd.1.5%0.2%$138M$21M
LAMR · Lamar Advertising Co. New1.0%0.2%$91M$24M
Unique to John Armitage
Top 10 by value held — not in the other's portfolio
StockWeightValue
BSX · Boston Scientific Corp.5.6%$513M
APH · Amphenol Corp. New5.4%$501M
CRS · Carpenter Technology Corp.5.3%$489M
IBKR · Interactive Brokers Group In4.9%$446M
CRH · Crh Plc3.1%$282M
VMC · Vulcan Matls Co.3.0%$274M
WYNN · Wynn Resorts Ltd.2.7%$249M
EMBJ · Embraer S.A.2.3%$211M
STX · Seagate Technology Hldngs Pl2.2%$201M
NYT · New York Times Co.1.1%$98M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
BRK-B · Berkshire Hathaway Inc. Del6.1%$734M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
ADI · Analog Devices Inc.2.7%$326M
AAPL · Apple Inc.2.6%$311M
GS · Goldman Sachs Group Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
CAT · Caterpillar Inc.2.0%$233M
WSO · Watsco Inc.1.8%$212M
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★ WatchlistData from SEC EDGAR · whalstreet.com