First Pacific Advisors, LPvsTom Gayner

Side-by-side current 13F portfolio comparison · 14 shared positions

Whale A

AUM

$7.6B

Positions

Shared %

48.4%

Whale B

Markel Group Inc.

AUM

$11.9B

Positions

129

Shared %

18.6%

Common holdings · 14

Stocks both whales currently hold — sorted by combined value

Stock	First weight	Tom weight	First value	Tom value
GOOG · Alphabet Inc.	5.6%	6.6%	$424M	$789M
ADI · Analog Devices Inc.	6.7%	2.7%	$508M	$326M
GOOGL · Alphabet Inc.	7.9%	1.4%	$598M	$164M
AMZN · Amazon Com Inc.	4.3%	3.5%	$326M	$423M
META · Meta Platforms, Inc.	6.1%	1.2%	$463M	$142M
LPLA · Lpl Finl Hldgs Inc.	1.8%	1.4%	$138M	$168M
CMCSA · Comcast Corp. Cl A	3.3%	0.2%	$251M	$28M
AON · Aon Plc	3.0%	0.4%	$232M	$44M
FERG · Ferguson Enterprises	2.6%	0.3%	$197M	$40M
TMO · Thermo Fisher Scientific Inc.	1.7%	0.3%	$127M	$33M
MAR · Marriott Intl Inc. New	1.6%	0.3%	$121M	$31M
WFC · Wells Fargo Co. New	1.4%	0.1%	$103M	$16M
KMX · Carmax Inc.	1.5%	0.0%	$113M	$6M
UBER · Uber Technologies Inc.	1.0%	0.1%	$78M	$10M

Unique to First Pacific Advisors, LP

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

Stock	Weight	Value
C · Citigroup Inc.	5.4%	$409M
TEL · Te Connectivity Plc	5.3%	$405M
BDX · Becton Dickinson & Co.	5.0%	$379M
459506101 · International Flavors&Fragra	4.7%	$359M
AMRZ · Amrize Ltd.	2.4%	$184M
ICLR · Icon Plc	2.4%	$179M
FBIN · Fortune Brands Innovations I	2.3%	$176M
NXPI · Nxp Semiconductors N V	2.2%	$166M
JEF · Jefferies Finl Group Inc.	2.1%	$160M
MTN · Vail Resorts Inc.	1.9%	$144M

Unique to Tom Gayner

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

Stock	Weight	Value
BRK-A · Berkshire Hathaway Inc. Del	6.7%	$800M
BRK-B · Berkshire Hathaway Inc. Del	6.1%	$734M
BN · Brookfield Corp.	4.4%	$529M
DE · Deere & Co.	4.1%	$495M
AAPL · Apple Inc.	2.6%	$311M
GS · Goldman Sachs Group Inc.	2.5%	$304M
V · Visa, Inc.	2.5%	$304M
HD · Home Depot Inc.	2.5%	$303M
CAT · Caterpillar Inc.	2.0%	$233M
WSO · Watsco Inc.	1.8%	$212M

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.

★ WatchlistData from SEC EDGAR · whalstreet.com