whalstreet

Edgar WachenheimvsAndreas Halvorsen

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Edgar Wachenheim
Greenhaven Associates Inc.
AUM
$6.1B
Positions
27
Shared %
0.0%
Whale B
Andreas Halvorsen
Viking Global Investors LP
AUM
$37.7B
Positions
76
Shared %
6.5%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockEdgar weightAndreas weightEdgar valueAndreas value
808513105 · Schwab Charles Corp.0.0%3.7%$1M$1.4B
JPM · Jpmorgan Chase & Co.0.0%1.6%$1M$614M
STLA · Stellantis N.V0.0%1.2%$262K$434M
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
OSK · Oshkosh Corp.6.1%$373M
ARW · Arrow Electrs Inc.4.5%$272M
AVT · Avnet Inc.4.0%$242M
BAX · Baxter Intl Inc.4.0%$240M
806857108 · Schlumberger Ltd.3.9%$240M
Unique to Andreas Halvorsen
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.4.1%$1.6B
PNC · Pnc Finl Svcs Group Inc.4.0%$1.5B
TSM · Taiwan Semiconductor Mfg Ltd.4.0%$1.5B
V · Visa, Inc.3.7%$1.4B
DIS · Disney Walt Co.3.4%$1.3B
APD · Air Prods & Chems Inc.3.1%$1.2B
MCD · Mcdonalds Corp.2.9%$1.1B
BBIO · Bridgebio Pharma Inc.2.9%$1.1B
FTV · Fortive Corp.2.8%$1.1B
SHW · Sherwin Williams Co.2.7%$1.0B
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★ WatchlistData from SEC EDGAR · whalstreet.com