whalstreet

Tom RussovsJosh Tarasoff

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Tom Russo
Gardner Russo & Quinn LLC
AUM
$9.3B
Positions
87
Shared %
12.3%
Whale B
Josh Tarasoff
Greenlea Lane Capital Management, LLC
AUM
$343M
Positions
8
Shared %
59.7%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockTom weightJosh weightTom valueJosh value
BRK-A · Berkshire Hathaway Inc. Del12.1%14.8%$1.1B$51M
AMZN · Amazon Com Inc.0.0%21.3%$240K$73M
MKL · Markel Group Inc.0.1%14.4%$13M$49M
GOOGL · Alphabet Inc.0.1%9.2%$5M$32M
Unique to Tom Russo
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.13.3%$1.2B
MA · Mastercard Inc.9.8%$905M
H25662182 · Compagnie Financiere Richemont8.2%$761M
PM · Philip Morris Intl Inc.8.1%$753M
N39338194 · Heineken Holding Nv7.3%$674M
BRK-B · Berkshire Hathaway Inc. Del6.1%$566M
641069406 · Nestle Sa Sponsored Adr6.0%$555M
NFLX · Netflix Inc.5.1%$469M
MLM · Martin Marietta Matls Inc.4.9%$452M
UBER · Uber Technologies Inc.4.5%$420M
Unique to Josh Tarasoff
Top 10 by value held — not in the other's portfolio
StockWeightValue
BN · Brookfield Corp.18.9%$65M
TRUP · Trupanion Inc.8.5%$29M
TSLA · Tesla Inc.8.2%$28M
G17977110 · Burford Cap Ltd.4.8%$16M
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★ WatchlistData from SEC EDGAR · whalstreet.com