Mairs and PowervsRuane Cunniff

Side-by-side current 13F portfolio comparison · 15 shared positions

Whale A

Mairs & Power Inc.

AUM

$10.4B

Positions

243

Shared %

26.0%

Whale B

Ruane, Cunniff & Goldfarb L.P.

AUM

$6.4B

Positions

Shared %

51.7%

Common holdings · 15

Stocks both whales currently hold — sorted by combined value

Stock	Mairs weight	Ruane weight	Mairs value	Ruane value
MSFT · Microsoft Corp.	8.9%	0.0%	$925M	$333K
GOOG · Alphabet Inc.	5.1%	5.6%	$533M	$358M
GOOGL · Alphabet Inc.	0.2%	10.6%	$16M	$681M
808513105 · Schwab Charles Corp.	0.3%	8.7%	$27M	$559M
TSM · Taiwan Semiconductor Mfg Ltd.	1.4%	6.7%	$148M	$432M
UNH · Unitedhealth Group Inc.	2.6%	3.8%	$274M	$246M
META · Meta Platforms, Inc.	2.0%	2.5%	$209M	$158M
AAPL · Apple Inc.	3.2%	0.0%	$331M	$242K
MSA · Msa Safety Inc.	0.0%	4.5%	$235K	$290M
G1151C101 · Accenture Plc Ireland	0.0%	4.0%	$318K	$253M
TECH · Bio-Techne Corp.	1.6%	1.3%	$163M	$86M
BRK-B · Berkshire Hathaway Inc. Del	0.1%	2.5%	$12M	$159M
BRK-A · Berkshire Hathaway Inc. Del	0.0%	1.4%	$4M	$87M
AXP · American Express Co.	0.6%	0.0%	$59M	$345K
922908769 · Vanguard Index Fds	0.0%	0.0%	$434K	$898K

Unique to Mairs and Power

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

Unique to Ruane Cunniff

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

Stock	Weight	Value
FWONA · Liberty Media Corp. Del	8.4%	$541M
COF · Capital One Financial	7.8%	$501M
ELV · Elevance Health Inc. Formerly	7.8%	$499M
ICE · Intercontinental Exchange In	6.8%	$438M
ICLR · Icon Plc	4.8%	$306M
225310101 · Credit Accep Corp. Mich	3.7%	$238M
ALGN · Align Technology Inc.	3.0%	$191M
LBRDA · Liberty Broadband Corp.	1.4%	$90M
CHTR · Charter Communications Inc. N	1.2%	$76M
AMTM · Amentum Holdings Inc.	1.1%	$69M

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com