whalstreet

Nick TrainvsDonald Yacktman

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Nick Train
Lindsell Train Ltd.
AUM
$3.1B
Positions
27
Shared %
46.6%
Whale B
Donald Yacktman
Yacktman Asset Management LP
AUM
$7.5B
Positions
76
Shared %
12.4%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockNick weightDonald weightNick valueDonald value
PEP · Pepsico Inc.6.3%4.2%$198M$315M
DIS · Disney Walt Co.9.9%1.7%$309M$130M
INTU · Intuit10.1%0.0%$317M$3M
EBAY · Ebay Inc.5.6%1.9%$175M$139M
PYPL · Paypal Holdings, Inc.6.0%1.4%$189M$104M
FICO · Fair Isaac Corp.8.5%0.1%$266M$7M
KO · Coca Cola Co.0.0%2.1%$913K$160M
CL · Colgate Palmolive Co.0.0%0.9%$852K$67M
VRSK · Verisk Analytics Inc.0.1%0.0%$2M$3M
V · Visa, Inc.0.1%0.0%$3M$221K
Unique to Nick Train
Top 10 by value held — not in the other's portfolio
StockWeightValue
TKO · Tko Group Holdings Inc.15.7%$494M
GOOGL · Alphabet Inc.15.6%$490M
TMO · Thermo Fisher Scientific Inc.9.7%$303M
MDLZ · Mondelez Intl Inc.6.5%$205M
BF-A · Brown Forman Corp.2.2%$69M
MANU · Manchester Utd Plc New1.7%$53M
BF-A · Brown Forman Corp.1.3%$42M
SPGI · S&P Global Inc.0.1%$3M
AXP · American Express Co.0.1%$3M
CP · Canadian Pacific Kansas City0.1%$2M
Unique to Donald Yacktman
Top 10 by value held — not in the other's portfolio
StockWeightValue
136385101 · Canadian Nat Res Ltd.10.7%$806M
MSFT · Microsoft Corp.4.9%$368M
808513105 · Schwab Charles Corp.4.9%$367M
GOOG · Alphabet Inc.4.3%$323M
JNJ · Johnson & Johnson4.1%$305M
FOXA · Fox Corp.3.9%$296M
PG · Procter And Gamble Co.3.7%$279M
UHAL · U Haul Holding Company3.6%$270M
RS · Reliance Inc.2.8%$211M
COP · Conocophillips2.8%$209M
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★ WatchlistData from SEC EDGAR · whalstreet.com