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Mairs and PowervsNelson Peltz

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
0.1%
Whale B
Nelson Peltz
Trian Fund Management, L.P.
AUM
$4.0B
Positions
7
Shared %
47.5%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockMairs weightNelson weightMairs valueNelson value
GEV · Ge Aerospace0.0%31.2%$2M$1.2B
SOLV · Solventum Corp.0.1%16.4%$6M$653M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
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
Unique to Nelson Peltz
Top 10 by value held — not in the other's portfolio
StockWeightValue
JHG · Janus Henderson Group Plc38.1%$1.5B
95058W100 · Wendys Co.6.4%$254M
FERG · Ferguson Plc New6.1%$242M
G491BT108 · Invesco Ltd.2.0%$78M
GEHC · Ge Healthcare Technologies I0.0%$332K
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★ WatchlistData from SEC EDGAR · whalstreet.com