whal
street
Tom Russo
vs
Josh 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
Stock
Tom weight
Josh weight
Tom value
Josh value
BRK-A
· Berkshire Hathaway Inc. Del
12.1%
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
Stock
Weight
Value
GOOG
· Alphabet Inc.
13.3%
$1.2B
MA
· Mastercard Inc.
9.8%
$905M
H25662182
· Compagnie Financiere Richemont
8.2%
$761M
PM
· Philip Morris Intl Inc.
8.1%
$753M
N39338194
· Heineken Holding Nv
7.3%
$674M
BRK-B
· Berkshire Hathaway Inc. Del
6.1%
$566M
641069406
· Nestle Sa Sponsored Adr
6.0%
$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
Stock
Weight
Value
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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Data from SEC EDGAR · whalstreet.com