Thomas KahnvsMairs and Power

Side-by-side current 13F portfolio comparison · 18 shared positions

Whale A

Kahn Brothers Group Inc.

AUM

$564M

Positions

Shared %

28.7%

Whale B

Mairs & Power Inc.

AUM

$10.4B

Positions

243

Shared %

23.4%

Common holdings · 18

Stocks both whales currently hold — sorted by combined value

Stock	Thomas weight	Mairs weight	Thomas value	Mairs value
MSFT · Microsoft Corp.	0.1%	8.9%	$774K	$925M
GOOG · Alphabet Inc.	6.2%	5.1%	$35M	$533M
JPM · Jpmorgan Chase & Co.	0.1%	4.0%	$829K	$411M
AAPL · Apple Inc.	0.1%	3.2%	$785K	$331M
VZ · Verizon Communications Inc.	0.1%	1.3%	$285K	$137M
DIS · Disney Walt Co.	6.5%	0.3%	$37M	$34M
MRK · Merck & Co.Inc. New	4.8%	0.1%	$27M	$5M
PG · Procter And Gamble Co.	0.0%	0.3%	$268K	$31M
BP · Bp Plc	5.2%	0.0%	$29M	$226K
PFE · Pfizer Inc.	2.4%	0.0%	$14M	$2M
XOM · Exxon Mobil Corp.	0.5%	0.1%	$3M	$10M
BMY · Bristol-Myers Squibb Co.	1.8%	0.0%	$10M	$1M
CVX · Chevron Corp. New	0.1%	0.0%	$404K	$3M
NVS · Novartis Ag	0.4%	0.0%	$2M	$205K
BAC · Bank America Corp.	0.1%	0.0%	$461K	$1M
PEP · Pepsico Inc.	0.0%	0.0%	$280K	$1M
IBM · International Business Machs	0.1%	0.0%	$298K	$1M
784117103 · Sei Invts Co.	0.1%	0.0%	$518K	$271K

Unique to Thomas Kahn

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
C · Citigroup Inc.	16.9%	$95M
072730302 · Bayer Ag Spons Adr	13.3%	$75M
FLG · Flagstar Bank National Assoc	9.5%	$54M
SEB · Seaboard Corp. Del	5.9%	$33M
OGN · Organon & Co.	5.9%	$33M
ZG · Zillow Group Inc.	4.0%	$23M
SEG · Seaport Entmt Group Inc.	3.4%	$19M
PTEN · Patterson-Uti Energy Inc.	3.2%	$18M
IDT · Idt Corp.	3.2%	$18M
MBI · Mbia Inc.	2.2%	$12M

Unique to Mairs and Power

Top 10 by value held — not in the other's portfolio

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★ WatchlistData from SEC EDGAR · whalstreet.com