whalstreet

Bill GatesvsTom Gayner

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Bill Gates
Gates Foundation Trust
AUM
$35.4B
Positions
23
Shared %
71.4%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
14.6%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockBill weightTom weightBill valueTom value
BRK-B · Berkshire Hathaway Inc. Del27.6%6.1%$9.8B$734M
CNI · Canadian Natl Ry Co.14.5%0.0%$5.1B$5M
MSFT · Microsoft Corp.10.5%1.7%$3.7B$199M
CAT · Caterpillar Inc.10.3%2.0%$3.6B$233M
DE · Deere & Co.4.7%4.1%$1.7B$495M
ECL · Ecolab Inc.3.9%0.6%$1.4B$73M
Unique to Bill Gates
Top 10 by value held — not in the other's portfolio
StockWeightValue
WM · Waste Mgmt Inc. Del18.0%$6.4B
WMT · Walmart Inc.2.6%$935M
FDX · Fedex Corp.1.9%$689M
KOF · Coca-Cola Femsa Sab De Cv1.7%$589M
WCN · Waste Connections Inc.1.0%$358M
CPNG · Coupang Inc.0.6%$218M
55825T103 · Madison Square Grdn Sprt Cor0.4%$153M
SDGR · Schrodinger Inc.0.4%$125M
WST · West Pharmaceutical Svsc Inc.0.3%$122M
PCAR · Paccar Inc.0.3%$110M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
GOOG · Alphabet Inc.6.6%$789M
BN · Brookfield Corp.4.4%$529M
AMZN · Amazon Com Inc.3.5%$423M
ADI · Analog Devices Inc.2.7%$326M
AAPL · Apple Inc.2.6%$311M
GS · Goldman Sachs Group Inc.2.5%$304M
V · Visa, Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
WSO · Watsco Inc.1.8%$212M
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.
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★ WatchlistData from SEC EDGAR · whalstreet.com