whal
street
Josh Tarasoff
vs
Bill Ackman
Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Josh Tarasoff
Greenlea Lane Capital Management, LLC
AUM
$343M
Positions
8
Shared %
49.5%
Whale B
Bill Ackman
Pershing Square Capital Management, L.P.
AUM
$15.5B
Positions
11
Shared %
33.8%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
Stock
Josh weight
Bill weight
Josh value
Bill value
BN
· Brookfield Corp.
18.9%
18.1%
$65M
$2.8B
AMZN
· Amazon Com Inc.
21.3%
14.3%
$73M
$2.2B
GOOGL
· Alphabet Inc.
9.2%
1.4%
$32M
$212M
Unique to Josh Tarasoff
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
BRK-A
· Berkshire Hathaway Inc. Del
14.8%
$51M
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 Bill Ackman
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
UBER
· Uber Technologies Inc.
15.9%
$2.5B
GOOG
· Alphabet Inc.
12.5%
$1.9B
META
· Meta Platforms, Inc.
11.4%
$1.8B
QSR
· Restaurant Brands Intl Inc.
10.0%
$1.6B
HHH
· Howard Hughes Holdings Inc.
9.7%
$1.5B
HLT
· Hilton Worldwide Hldgs Inc.
5.6%
$870M
SEG
· Seaport Entmt Group Inc.
0.6%
$99M
HTZ
· Hertz Global Hldgs Inc.
0.5%
$78M
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Data from SEC EDGAR · whalstreet.com