Francois RochonvsMairs and Power

Side-by-side current 13F portfolio comparison · 18 shared positions

Whale A

Giverny Capital Inc.

AUM

$3.0B

Positions

Shared %

45.4%

Whale B

Mairs & Power Inc.

AUM

$10.4B

Positions

243

Shared %

31.0%

Common holdings · 18

Stocks both whales currently hold — sorted by combined value

Stock	Francois weight	Mairs weight	Francois value	Mairs value
MSFT · Microsoft Corp.	0.0%	8.9%	$824K	$925M
GOOG · Alphabet Inc.	6.7%	5.1%	$201M	$533M
JPM · Jpmorgan Chase & Co.	0.6%	4.0%	$17M	$411M
V · Visa, Inc.	4.8%	2.7%	$143M	$281M
META · Meta Platforms, Inc.	6.9%	2.0%	$207M	$209M
AAPL · Apple Inc.	0.1%	3.2%	$4M	$331M
BRK-B · Berkshire Hathaway Inc. Del	8.5%	0.1%	$254M	$12M
LFUS · Littelfuse Inc.	0.7%	1.9%	$21M	$197M
808513105 · Schwab Charles Corp.	5.3%	0.3%	$158M	$27M
MEDP · Medpace Hldgs Inc.	4.9%	0.4%	$148M	$37M
TSM · Taiwan Semiconductor Mfg Ltd.	0.2%	1.4%	$5M	$148M
GOOGL · Alphabet Inc.	3.8%	0.2%	$113M	$16M
DIS · Disney Walt Co.	2.1%	0.3%	$62M	$34M
ISRG · Intuitive Surgical Inc.	0.0%	0.3%	$229K	$35M
78462F103 · Spdr S&P 500 Etf Tr	0.1%	0.2%	$2M	$18M
MA · Mastercard Inc.	0.5%	0.0%	$16M	$356K
BRK-A · Berkshire Hathaway Inc. Del	0.3%	0.0%	$8M	$4M
COST · Costco Wholesale Corp.	0.0%	0.0%	$207K	$3M

Unique to Francois Rochon

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
AME · Ametek Inc.	6.7%	$201M
HEI · Heico Corp. New	6.4%	$190M
IBP · Installed Bldg Prods Inc.	4.5%	$135M
PGR · Progressive Corp.	4.1%	$122M
FIVE · Five Below Inc.	4.0%	$120M
BKNG · Booking Holdings Inc.	3.8%	$115M
NVR · Nvr Inc.	3.4%	$103M
MKL · Markel Group Inc.	3.2%	$95M
49714P108 · Kinsale Cap Group Inc.	2.8%	$84M
KEYS · Keysight Technologies Inc.	2.3%	$68M

Unique to Mairs and Power

Top 10 by value held — not in the other's portfolio

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★ WatchlistData from SEC EDGAR · whalstreet.com