Thomas KahnvsTom Gayner

Side-by-side current 13F portfolio comparison · 11 shared positions

Whale A

Kahn Brothers Group Inc.

AUM

$564M

Positions

Shared %

14.1%

Whale B

Markel Group Inc.

AUM

$11.9B

Positions

129

Shared %

15.0%

Common holdings · 11

Stocks both whales currently hold — sorted by combined value

Stock	Thomas weight	Tom weight	Thomas value	Tom value
GOOG · Alphabet Inc.	6.2%	6.6%	$35M	$789M
AAPL · Apple Inc.	0.1%	2.6%	$785K	$311M
DIS · Disney Walt Co.	6.5%	1.6%	$37M	$196M
MSFT · Microsoft Corp.	0.1%	1.7%	$774K	$199M
BX · Blackstone Inc.	0.0%	1.2%	$264K	$141M
JPM · Jpmorgan Chase & Co.	0.1%	0.6%	$829K	$74M
CMCSA · Comcast Corp. Cl A	0.0%	0.2%	$206K	$28M
CSX · Csx Corp.	0.3%	0.2%	$1M	$22M
PEP · Pepsico Inc.	0.0%	0.1%	$280K	$15M
784117103 · Sei Invts Co.	0.1%	0.1%	$518K	$14M
XOM · Exxon Mobil Corp.	0.5%	0.1%	$3M	$8M

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
BP · Bp Plc	5.2%	$29M
MRK · Merck & Co.Inc. New	4.8%	$27M
ZG · Zillow Group Inc.	4.0%	$23M
SEG · Seaport Entmt Group Inc.	3.4%	$19M
PTEN · Patterson-Uti Energy Inc.	3.2%	$18M

Unique to Tom Gayner

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

Stock	Weight	Value
BRK-A · Berkshire Hathaway Inc. Del	6.7%	$800M
BRK-B · Berkshire Hathaway Inc. Del	6.1%	$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
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

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★ WatchlistData from SEC EDGAR · whalstreet.com