whalstreet

Glenn WellingvsMairs and Power

Side-by-side current 13F portfolio comparison · 1 shared positions
Whale A
Glenn Welling
Engaged Capital LLC
AUM
$392M
Positions
9
Shared %
8.6%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
0.4%
Common holdings · 1
Stocks both whales currently hold — sorted by combined value
StockGlenn weightMairs weightGlenn valueMairs value
CGNX · Cognex Corp.8.6%0.4%$34M$42M
Unique to Glenn Welling
Top 10 by value held — not in the other's portfolio
StockWeightValue
VFC · V F Corp.24.5%$96M
YETI · Yeti Holdings Inc.22.9%$90M
BL · Blackline Inc.15.3%$60M
GXO · Gxo Logistics Incorporated11.1%$44M
FRPT · Freshpet Inc.6.2%$24M
EVH · Evolent Health Inc.5.7%$22M
RILY · Brc Inc.3.9%$15M
73642K106 · Portillos Inc.1.8%$7M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
GOOGL · Alphabet Inc.5.1%$533M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
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★ WatchlistData from SEC EDGAR · whalstreet.com