whalstreet

Josh TarasoffvsTom Gayner

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Josh Tarasoff
Greenlea Lane Capital Management, LLC
AUM
$343M
Positions
8
Shared %
64.2%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
16.1%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockJosh weightTom weightJosh valueTom value
BRK-A · Berkshire Hathaway Inc. Del14.8%6.7%$51M$800M
BN · Brookfield Corp.18.9%4.4%$65M$529M
AMZN · Amazon Com Inc.21.3%3.5%$73M$423M
GOOGL · Alphabet Inc.9.2%1.4%$32M$164M
Unique to Josh Tarasoff
Top 10 by value held — not in the other's portfolio
StockWeightValue
MKL · Markel Group Inc.14.4%$49M
TRUP · Trupanion Inc.8.5%$29M
TSLA · Tesla Inc.8.2%$28M
G17977110 · Burford Cap Ltd.4.8%$16M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.6.6%$789M
BRK-B · Berkshire Hathaway Inc. Del6.1%$734M
DE · Deere & Co.4.1%$495M
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
CAT · Caterpillar Inc.2.0%$233M
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.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com