whalstreet

Edgar WachenheimvsMairs and Power

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Edgar Wachenheim
Greenhaven Associates Inc.
AUM
$6.1B
Positions
27
Shared %
14.1%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
4.3%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockEdgar weightMairs weightEdgar valueMairs value
JPM · Jpmorgan Chase & Co.0.0%4.0%$1M$411M
OSK · Oshkosh Corp.6.1%0.0%$373M$4M
BAX · Baxter Intl Inc.4.0%0.0%$240M$469K
806857108 · Schlumberger Ltd.3.9%0.0%$240M$211K
808513105 · Schwab Charles Corp.0.0%0.3%$1M$27M
907818108 · Union Pac Corp.0.0%0.0%$493K$1M
Unique to Edgar Wachenheim
Top 10 by value held — not in the other's portfolio
StockWeightValue
GM · General Motors Co. (Gm)15.4%$933M
LEN · Lennar Corp.15.2%$923M
TOL · Toll Brothers Inc.12.7%$770M
745867101 · Pulte Group Inc.10.6%$647M
DHI · D R Horton Inc.7.8%$476M
ARW · Arrow Electrs Inc.4.5%$272M
AVT · Avnet Inc.4.0%$242M
ICLR · Icon Plc3.6%$222M
LEA · Lear Corp.3.4%$206M
AVTR · Avantor Inc.2.9%$177M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
GOOG · Alphabet Inc.5.1%$533M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
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★ WatchlistData from SEC EDGAR · whalstreet.com