whalstreet

Mark HillmanvsTom Gayner

Side-by-side current 13F portfolio comparison · 18 shared positions
Whale A
Mark Hillman
Hillman Capital Management, Inc.
AUM
$159M
Positions
56
Shared %
23.6%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
15.9%
Common holdings · 18
Stocks both whales currently hold — sorted by combined value
StockMark weightTom weightMark valueTom value
GOOG · Alphabet Inc.0.2%6.6%$360K$789M
BLK · Blackrock Inc.0.2%1.8%$356K$212M
MSFT · Microsoft Corp.3.2%1.7%$5M$199M
DIS · Disney Walt Co.1.8%1.6%$3M$196M
GOOGL · Alphabet Inc.0.0%1.4%$2K$164M
DEO · Diageo Plc1.4%0.9%$2M$102M
RTX · Rtx Corp.0.3%0.4%$412K$43M
TMO · Thermo Fisher Scientific Inc.0.2%0.3%$367K$33M
TROW · Price T Rowe Group Inc.1.7%0.2%$3M$28M
CMCSA · Comcast Corp. Cl A1.7%0.2%$3M$28M
NKE · Nike Inc.2.7%0.2%$4M$24M
APD · Air Prods & Chems Inc.0.2%0.2%$338K$22M
HSY · Hershey Co.1.5%0.1%$2M$16M
BF-A · Brown Forman Corp.2.4%0.1%$4M$13M
EFX · Equifax Inc.1.5%0.1%$2M$13M
KMX · Carmax Inc.2.7%0.0%$4M$6M
XOM · Exxon Mobil Corp.0.2%0.1%$377K$8M
UNH · Unitedhealth Group Inc.1.6%0.0%$3M$5M
Unique to Mark Hillman
Top 10 by value held — not in the other's portfolio
StockWeightValue
WBD · Warner Bros Discovery Inc.3.9%$6M
ASML · Asml Holding N.V.3.7%$6M
518439104 · Lauder Estee Cos Inc.3.6%$6M
CVS · Cvs Health Corp.3.6%$6M
GSK · Gsk Plc3.5%$6M
BA · Boeing Co.3.5%$6M
BIIB · Biogen Inc.3.4%$5M
DD · Dupont De Nemours, Inc.3.4%$5M
BUD · Anheuser Busch Inbev Sa/Nv3.3%$5M
459506101 · International Flavors&Fragra3.2%$5M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
BRK-B · Berkshire Hathaway Inc. Del6.1%$734M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
AMZN · Amazon Com Inc.3.5%$423M
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
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★ WatchlistData from SEC EDGAR · whalstreet.com