whalstreet

Tom RussovsThomas Kahn

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
Tom Russo
Gardner Russo & Quinn LLC
AUM
$9.3B
Positions
87
Shared %
16.2%
Whale B
Thomas Kahn
Kahn Brothers Group Inc.
AUM
$564M
Positions
48
Shared %
14.0%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockTom weightThomas weightTom valueThomas value
GOOG · Alphabet Inc.13.3%6.2%$1.2B$35M
JPM · Jpmorgan Chase & Co.1.8%0.1%$170M$829K
CMCSA · Comcast Corp. Cl A0.7%0.0%$69M$206K
DIS · Disney Walt Co.0.0%6.5%$286K$37M
XOM · Exxon Mobil Corp.0.3%0.5%$23M$3M
MSFT · Microsoft Corp.0.0%0.1%$2M$774K
AAPL · Apple Inc.0.0%0.1%$1M$785K
PG · Procter And Gamble Co.0.0%0.0%$2M$268K
PEP · Pepsico Inc.0.0%0.0%$1M$280K
PNC · Pnc Finl Svcs Group Inc.0.0%0.0%$783K$279K
CVX · Chevron Corp. New0.0%0.1%$407K$404K
IBM · International Business Machs0.0%0.1%$222K$298K
Unique to Tom Russo
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del12.1%$1.1B
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 Thomas Kahn
Top 10 by value held — not in the other's portfolio
StockWeightValue
C · Citigroup Inc.16.9%$95M
072730302 · Bayer Ag Spons Adr13.3%$75M
FLG · Flagstar Bank National Assoc9.5%$54M
SEB · Seaboard Corp. Del5.9%$33M
OGN · Organon & Co.5.9%$33M
BP · Bp Plc5.2%$29M
MRK · Merck & Co.Inc. New4.8%$27M
ZG · Zillow Group Inc.4.0%$23M
SEG · Seaport Entmt Group Inc.3.4%$19M
PTEN · Patterson-Uti Energy Inc.3.2%$18M
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.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com