whalstreet

Fairholme Focused Income FundvsDuan Yongping

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Fairholme Focused Income Fund
Fairholme Capital Management LLC
AUM
$1.4B
Positions
15
Shared %
1.9%
Whale B
Duan Yongping
H&H International Investment, LLC
AUM
$17.5B
Positions
14
Shared %
74.0%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockFairholme weightDuan weightFairholme valueDuan value
AAPL · Apple Inc.0.0%50.3%$652K$8.8B
BRK-B · Berkshire Hathaway Inc. Del1.7%20.6%$24M$3.6B
674599105 · Occidental Pete Corp.0.2%3.1%$3M$542M
Unique to Fairholme Focused Income Fund
Top 10 by value held — not in the other's portfolio
StockWeightValue
JOE · St Joe Co.80.4%$1.2B
EPD · Enterprise Prods Partners L12.2%$175M
OZK · Bank Ozk Little Rock Ark2.9%$42M
WRB · Berkley W R Corp.1.3%$18M
PGR · Progressive Corp.0.4%$6M
CF · Cf Inds Hldgs Inc.0.3%$4M
ET · Energy Transfer L P0.2%$3M
TGT · Target Corp.0.2%$2M
NRP · Natural Resource Partners L0.1%$1M
BRK-A · Berkshire Hathaway Inc. Del0.1%$755K
Unique to Duan Yongping
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.7.7%$1.3B
PDD · Pdd Holdings Inc.7.5%$1.3B
GOOG · Alphabet Inc.3.3%$582M
MSFT · Microsoft Corp.2.4%$415M
BABA · Alibaba Group Holding Limited2.1%$375M
TSM · Taiwan Semiconductor Mfg Ltd.2.1%$372M
DIS · Disney Walt Co.0.5%$81M
CRWV · Coreweave Inc.0.1%$21M
CRDO · Credo Technology Group Holdi0.1%$20M
ASML · Asml Holding N.V.0.1%$11M
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★ WatchlistData from SEC EDGAR · whalstreet.com