whalstreet

Li LuvsTom Gayner

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Li Lu
Himalaya Capital Management LLC
AUM
$3.6B
Positions
9
Shared %
57.3%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
16.7%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockLi weightTom weightLi valueTom value
GOOG · Alphabet Inc.21.6%6.6%$769M$789M
BRK-B · Berkshire Hathaway Inc. Del12.6%6.1%$451M$734M
GOOGL · Alphabet Inc.22.3%1.4%$796M$164M
AAPL · Apple Inc.0.8%2.6%$30M$311M
Unique to Li Lu
Top 10 by value held — not in the other's portfolio
StockWeightValue
BAC · Bank America Corp.16.1%$574M
PDD · Pdd Holdings Inc.14.6%$523M
EWBC · East West Bancorp Inc.8.7%$312M
674599105 · Occidental Pete Corp.1.7%$60M
CROX · Crocs Inc.1.5%$54M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
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
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
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★ WatchlistData from SEC EDGAR · whalstreet.com