John ArmitagevsBryan Lawrence

Side-by-side current 13F portfolio comparison · 2 shared positions

Whale A

Egerton Capital (Uk) Llp

AUM

$9.2B

Positions

Shared %

8.5%

Whale B

Oakcliff Capital Partners, LP

AUM

$233M

Positions

Shared %

44.3%

Common holdings · 2

Stocks both whales currently hold — sorted by combined value

Stock	John weight	Bryan weight	John value	Bryan value
IBKR · Interactive Brokers Group In	4.9%	28.4%	$446M	$66M
GOOG · Alphabet Inc.	3.7%	15.9%	$339M	$37M

Unique to John Armitage

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

Stock	Weight	Value
AMZN · Amazon Com Inc.	14.8%	$1.4B
V · Visa, Inc.	12.5%	$1.1B
MSFT · Microsoft Corp.	9.2%	$846M
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
MCO · Moodys Corp.	4.3%	$395M
CME · Cme Group Inc.	3.5%	$322M
CRH · Crh Plc	3.1%	$282M

Unique to Bryan Lawrence

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

Stock	Weight	Value
GIL · Gildan Activewear Inc.	18.3%	$43M
TDG · Transdigm Group Inc.	13.8%	$32M
GWRE · Guidewire Software Inc.	7.2%	$17M
NRP · Natural Resource Partners L	5.7%	$13M
SGU · Star Group L P	5.6%	$13M
LEN · Lennar Corp.	5.2%	$12M

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★ WatchlistData from SEC EDGAR · whalstreet.com