whalstreet

Tom RussovsChristopher Bloomstran

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Tom Russo
Gardner Russo & Quinn LLC
AUM
$9.3B
Positions
87
Shared %
18.7%
Whale B
Christopher Bloomstran
Semper Augustus Investments Group LLC
AUM
$870M
Positions
39
Shared %
28.1%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockTom weightChristopher weightTom valueChristopher value
BRK-A · Berkshire Hathaway Inc. Del12.1%10.1%$1.1B$88M
BRK-B · Berkshire Hathaway Inc. Del6.1%14.4%$566M$125M
XOM · Exxon Mobil Corp.0.3%0.8%$23M$7M
DIS · Disney Walt Co.0.0%1.9%$286K$17M
COST · Costco Wholesale Corp.0.0%0.3%$4M$3M
AXP · American Express Co.0.0%0.1%$4M$1M
GOOGL · Alphabet Inc.0.1%0.0%$5M$219K
AAPL · Apple Inc.0.0%0.1%$1M$1M
KO · Coca Cola Co.0.0%0.1%$954K$1M
CVX · Chevron Corp. New0.0%0.1%$407K$974K
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
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
G05320109 · Ashtead Group Plc4.5%$418M
Unique to Christopher Bloomstran
Top 10 by value held — not in the other's portfolio
StockWeightValue
DG · Dollar Gen Corp. New14.1%$123M
DECK · Deckers Outdoor Corp.7.6%$66M
NEM · Newmont Corp.7.6%$66M
DLTR · Dollar Tree Inc.7.3%$63M
KGC · Kinross Gold Corp.6.8%$60M
FIVE · Five Below Inc.5.7%$50M
OLN · Olin Corp.4.7%$40M
VLO · Valero Energy Corp.3.7%$32M
ALK · Alaska Air Group Inc.2.4%$21M
SBUX · Starbucks Corp.2.3%$20M
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