whalstreet

Prem WatsavsMairs and Power

Side-by-side current 13F portfolio comparison · 7 shared positions
Whale A
Prem Watsa
Fairfax Financial Holdings Ltd./ Can
AUM
$2.1B
Positions
29
Shared %
19.5%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
3.5%
Common holdings · 7
Stocks both whales currently hold — sorted by combined value
StockPrem weightMairs weightPrem valueMairs value
CLF · Cleveland-Cliffs Inc. New9.5%0.0%$198M$179K
JNJ · Johnson & Johnson0.7%1.6%$15M$166M
TSM · Taiwan Semiconductor Mfg Ltd.1.4%1.4%$28M$148M
KHC · Kraft Heinz Co.6.0%0.4%$124M$41M
PFE · Pfizer Inc.1.1%0.0%$22M$2M
MRK · Merck & Co.Inc. New0.9%0.1%$18M$5M
BRK-A · Berkshire Hathaway Inc. Del0.0%0.0%$753K$4M
Unique to Prem Watsa
Top 10 by value held — not in the other's portfolio
StockWeightValue
68634K106 · Orla Mng Ltd. New20.3%$424M
674599105 · Occidental Pete Corp.11.9%$249M
CVS · Cvs Health Corp.10.3%$215M
UAA · Under Armour Inc.10.0%$209M
BB · Blackberry Ltd.6.3%$132M
KW · Kennedy-Wilson Holdings Inc.6.2%$129M
ATS · Ats Corporation3.3%$68M
TAP · Molson Coors Beverage Co.3.0%$62M
UAA · Under Armour Inc.2.2%$45M
922908363 · Vanguard Index Fds1.8%$37M
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
GOOG · 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
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
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★ WatchlistData from SEC EDGAR · whalstreet.com