whalstreet

Tom RussovsTom Gayner

Side-by-side current 13F portfolio comparison · 25 shared positions
Whale A
Tom Russo
Gardner Russo & Quinn LLC
AUM
$9.3B
Positions
87
Shared %
58.2%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
40.7%
Common holdings · 25
Stocks both whales currently hold — sorted by combined value
StockTom weightTom weightTom valueTom value
GOOG · Alphabet Inc.13.3%6.6%$1.2B$789M
BRK-A · Berkshire Hathaway Inc. Del12.1%6.7%$1.1B$800M
BRK-B · Berkshire Hathaway Inc. Del6.1%6.1%$566M$734M
MA · Mastercard Inc.9.8%0.9%$905M$104M
PM · Philip Morris Intl Inc.8.1%0.2%$753M$19M
UBER · Uber Technologies Inc.4.5%0.1%$420M$10M
AMZN · Amazon Com Inc.0.0%3.5%$240K$423M
V · Visa, Inc.0.4%2.5%$38M$304M
AAPL · Apple Inc.0.0%2.6%$1M$311M
JPM · Jpmorgan Chase & Co.1.8%0.6%$170M$74M
CAT · Caterpillar Inc.0.0%2.0%$315K$233M
MSFT · Microsoft Corp.0.0%1.7%$2M$199M
DIS · Disney Walt Co.0.0%1.6%$286K$196M
GOOGL · Alphabet Inc.0.1%1.4%$5M$164M
AXP · American Express Co.0.0%1.2%$4M$148M
JNJ · Johnson & Johnson0.0%1.3%$202K$149M
CMCSA · Comcast Corp. Cl A0.7%0.2%$69M$28M
BF-A · Brown Forman Corp.0.5%0.2%$44M$23M
COST · Costco Wholesale Corp.0.0%0.3%$4M$39M
907818108 · Union Pac Corp.0.1%0.3%$6M$36M
XOM · Exxon Mobil Corp.0.3%0.1%$23M$8M
BF-A · Brown Forman Corp.0.2%0.1%$18M$13M
LAMR · Lamar Advertising Co. New0.0%0.2%$756K$24M
WFC · Wells Fargo Co. New0.0%0.1%$742K$16M
PEP · Pepsico Inc.0.0%0.1%$1M$15M
Unique to Tom Russo
Top 10 by value held — not in the other's portfolio
StockWeightValue
H25662182 · Compagnie Financiere Richemont8.2%$761M
N39338194 · Heineken Holding Nv7.3%$674M
641069406 · Nestle Sa Sponsored Adr6.0%$555M
NFLX · Netflix Inc.5.1%$469M
MLM · Martin Marietta Matls Inc.4.9%$452M
G05320109 · Ashtead Group Plc4.5%$418M
F72027109 · Pernod Ricard2.4%$219M
DASH · Doordash Inc.2.3%$211M
BUD · Anheuser-Busch Inbev Sa0.2%$17M
MKL · Markel Group Inc.0.1%$13M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
ADI · Analog Devices Inc.2.7%$326M
GS · Goldman Sachs Group Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
WSO · Watsco Inc.1.8%$212M
BLK · Blackrock Inc.1.8%$212M
351858105 · Franco Nev Corp.1.5%$175M
LOW · Lowes Cos Inc.1.5%$174M
LPLA · Lpl Finl Hldgs Inc.1.4%$168M
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★ WatchlistData from SEC EDGAR · whalstreet.com