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Mairs and PowervsDaniel Loeb

Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
25.6%
Whale B
Daniel Loeb
Third Point LLC
AUM
$7.3B
Positions
44
Shared %
37.7%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockMairs weightDaniel weightMairs valueDaniel value
NVDA · Nvidia Corp.8.9%7.6%$923M$550M
MSFT · Microsoft Corp.8.9%6.1%$925M$447M
AMZN · Amazon Com Inc.5.8%6.9%$598M$500M
907818108 · Union Pac Corp.0.0%5.8%$1M$419M
CASY · Caseys Gen Stores Inc.0.6%3.5%$57M$251M
NSC · Norfolk Southn Corp.0.0%3.9%$876K$282M
TSM · Taiwan Semiconductor Mfg Ltd.1.4%1.8%$148M$129M
DHR · Danaher Corporation0.0%1.9%$268K$137M
TMO · Thermo Fisher Scientific Inc.0.0%0.4%$719K$29M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.5.1%$533M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
META · Meta Platforms, Inc.2.0%$209M
Unique to Daniel Loeb
Top 10 by value held — not in the other's portfolio
StockWeightValue
PCG · Pg&E Corp.7.6%$551M
CRH · Crh Plc4.5%$324M
SGI · Somnigroup International Inc.4.2%$304M
BN · Brookfield Corp.3.9%$285M
TDS · Telephone & Data Sys Inc.3.8%$274M
COF · Capital One Financial3.7%$267M
CRS · Carpenter Technology Corp.3.4%$247M
LYV · Live Nation Entertainment In3.4%$246M
CSGP · Costar Group Inc.2.9%$213M
MTZ · Mastec Inc.2.8%$201M
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★ WatchlistData from SEC EDGAR · whalstreet.com