Tom BancroftvsTom Gayner

Side-by-side current 13F portfolio comparison · 3 shared positions

Whale A

Makaira Partners LLC

AUM

$128M

Positions

Shared %

24.4%

Whale B

Markel Group Inc.

AUM

$11.9B

Positions

129

Shared %

0.9%

Common holdings · 3

Stocks both whales currently hold — sorted by combined value

Stock	Tom weight	Tom weight	Tom value	Tom value
HEI · Heico Corp. New	0.4%	0.7%	$548K	$80M
LAMR · Lamar Advertising Co. New	11.9%	0.2%	$15M	$24M
DPZ · Dominos Pizza Inc.	12.1%	0.0%	$15M	$2M

Unique to Tom Bancroft

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

Stock	Weight	Value
CHTR · Charter Communications Inc. N	26.8%	$34M
BBWI · Bath & Body Works Inc.	11.5%	$15M
CDW · Cdw Corp.	10.6%	$14M
BELFA · Bel Fuse Inc.	7.3%	$9M
FLUT · Flutter Entmt Plc	7.0%	$9M
LMB · Limbach Hldgs Inc.	6.2%	$8M
WHD · Cactus Inc.	5.0%	$6M
SVV · Savers Value Vlg Inc.	1.2%	$1M

Unique to Tom Gayner

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

Stock	Weight	Value
BRK-A · Berkshire Hathaway Inc. Del	6.7%	$800M
GOOG · Alphabet Inc.	6.6%	$789M
BRK-B · Berkshire Hathaway Inc. Del	6.1%	$734M
BN · Brookfield Corp.	4.4%	$529M
DE · Deere & Co.	4.1%	$495M
AMZN · Amazon Com Inc.	3.5%	$423M
ADI · Analog Devices Inc.	2.7%	$326M
AAPL · Apple Inc.	2.6%	$311M
GS · Goldman Sachs Group Inc.	2.5%	$304M
V · Visa, Inc.	2.5%	$304M

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