Mairs and PowervsWallace Weitz

Side-by-side current 13F portfolio comparison · 16 shared positions

Whale A

Mairs & Power Inc.

AUM

$10.4B

Positions

243

Shared %

27.4%

Whale B

Weitz Investment Management, Inc.

AUM

$1.7B

Positions

Shared %

63.8%

Common holdings · 16

Stocks both whales currently hold — sorted by combined value

Stock	Mairs weight	Wallace weight	Mairs value	Wallace value
MSFT · Microsoft Corp.	8.9%	4.2%	$925M	$71M
AMZN · Amazon Com Inc.	5.8%	3.0%	$598M	$51M
GOOG · Alphabet Inc.	5.1%	6.5%	$533M	$109M
V · Visa, Inc.	2.7%	5.6%	$281M	$95M
META · Meta Platforms, Inc.	2.0%	4.3%	$209M	$72M
TECH · Bio-Techne Corp.	1.6%	2.8%	$163M	$47M
BRK-B · Berkshire Hathaway Inc. Del	0.1%	8.5%	$12M	$144M
DHR · Danaher Corporation	0.0%	7.0%	$268K	$118M
CRM · Salesforce Inc.	0.8%	1.4%	$78M	$23M
MA · Mastercard Inc.	0.0%	5.3%	$356K	$89M
TMO · Thermo Fisher Scientific Inc.	0.0%	4.6%	$719K	$78M
IEX · Idex Corp.	0.0%	4.1%	$712K	$70M
TXN · Texas Instrs Inc.	0.4%	1.7%	$41M	$29M
G1151C101 · Accenture Plc Ireland	0.0%	2.6%	$318K	$43M
IDXX · Idexx Labs Inc.	0.0%	1.4%	$1M	$24M
ORCL · Oracle Corp.	0.1%	0.8%	$6M	$14M

Unique to Mairs and Power

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

Unique to Wallace Weitz

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

Stock	Weight	Value
AON · Aon Plc	4.6%	$77M
VMC · Vulcan Matls Co.	3.6%	$60M
CSGP · Costar Group Inc.	2.9%	$48M
EFX · Equifax Inc.	2.8%	$47M
HEI · Heico Corp. New	2.4%	$41M
GPN · Global Pmts Inc.	2.3%	$39M
ADI · Analog Devices Inc.	2.1%	$36M
ODFL · Old Dominion Freight Line In	1.9%	$33M
LBRDA · Liberty Broadband Corp.	1.9%	$32M
SIRI · Sirius Xm Holdings Inc.	1.6%	$28M

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