whalstreet

Jensen Investment Management Inc.vsWallace Weitz

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
Jensen Investment Management Inc.
Jensen Investment Management Inc.
AUM
$5.1B
Positions
84
Shared %
25.9%
Whale B
Wallace Weitz
Weitz Investment Management, Inc.
AUM
$1.7B
Positions
44
Shared %
32.3%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockJensen weightWallace weightJensen valueWallace value
MSFT · Microsoft Corp.8.5%4.2%$433M$71M
MA · Mastercard Inc.4.8%5.3%$245M$89M
AMZN · Amazon Com Inc.5.0%3.0%$254M$51M
META · Meta Platforms, Inc.3.8%4.3%$195M$72M
EFX · Equifax Inc.2.8%2.8%$141M$47M
AON · Aon Plc0.2%4.6%$8M$77M
G1151C101 · Accenture Plc Ireland0.2%2.6%$12M$43M
ORCL · Oracle Corp.0.4%0.8%$18M$14M
LH · Labcorp Holdings Inc.0.1%1.5%$5M$25M
TXN · Texas Instrs Inc.0.0%1.7%$272K$29M
IDXX · Idexx Labs Inc.0.0%1.4%$2M$24M
LIN · Linde Plc0.0%0.2%$640K$3M
Unique to Jensen Investment Management Inc.
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.8.2%$417M
AAPL · Apple Inc.8.0%$405M
NVDA · Nvidia Corp.5.6%$285M
KLAC · Kla Corp.4.8%$244M
SYK · Stryker Corporation4.5%$229M
LLY · Eli Lilly & Co.4.2%$212M
SHW · Sherwin Williams Co.4.0%$201M
MRSH · Marsh & Mclennan Cos Inc.3.9%$200M
ABT · Abbott Labs3.0%$153M
WM · Waste Mgmt Inc. Del3.0%$150M
Unique to Wallace Weitz
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-B · Berkshire Hathaway Inc. Del8.5%$144M
DHR · Danaher Corporation7.0%$118M
GOOG · Alphabet Inc.6.5%$109M
V · Visa, Inc.5.6%$95M
TMO · Thermo Fisher Scientific Inc.4.6%$78M
IEX · Idex Corp.4.1%$70M
VMC · Vulcan Matls Co.3.6%$60M
CSGP · Costar Group Inc.2.9%$48M
TECH · Bio-Techne Corp.2.8%$47M
HEI · Heico Corp. New2.4%$41M
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★ WatchlistData from SEC EDGAR · whalstreet.com