whalstreet

Mairs and PowervsValueAct Capital (Mason Morfit)

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
11.6%
Whale B
ValueAct Capital (Mason Morfit)
Valueact Holdings, L.P.
AUM
$7.0B
Positions
16
Shared %
56.4%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockMairs weightValueAct weightMairs valueValueAct value
AMZN · Amazon Com Inc.5.8%11.2%$598M$783M
META · Meta Platforms, Inc.2.0%9.8%$209M$692M
V · Visa, Inc.2.7%8.6%$281M$603M
CRM · Salesforce Inc.0.8%11.3%$78M$793M
BLK · Blackrock Inc.0.0%10.6%$203K$744M
DIS · Disney Walt Co.0.3%5.0%$34M$350M
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
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
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
Unique to ValueAct Capital (Mason Morfit)
Top 10 by value held — not in the other's portfolio
StockWeightValue
77311W101 · Rocket Cos Inc.10.9%$762M
MDB · Mongodb Inc.8.4%$590M
RBLX · Roblox Corp.6.9%$484M
LLYVA · Liberty Live Holdings Inc.4.3%$300M
TOST · Toast Inc.4.1%$285M
SSD · Simpson Mfg Inc.3.4%$238M
LLYVA · Liberty Live Holdings Inc.2.1%$147M
LYV · Live Nation Entertainment In1.7%$117M
NSIT · Insight Enterprises Inc.1.4%$99M
CBRE · Cbre Group Inc.0.5%$38M
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★ WatchlistData from SEC EDGAR · whalstreet.com