whal
street
Tom Bancroft
vs
Polen Capital Management LLC
Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Tom Bancroft
Makaira Partners LLC
AUM
$128M
Positions
11
Shared %
13.5%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
0.0%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
Stock
Tom weight
Polen weight
Tom value
Polen value
BELFA
· Bel Fuse Inc.
7.3%
0.0%
$9M
$4M
LMB
· Limbach Hldgs Inc.
6.2%
0.0%
$8M
$459K
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
DPZ
· Dominos Pizza Inc.
12.1%
$15M
LAMR
· Lamar Advertising Co. New
11.9%
$15M
BBWI
· Bath & Body Works Inc.
11.5%
$15M
CDW
· Cdw Corp.
10.6%
$14M
FLUT
· Flutter Entmt Plc
7.0%
$9M
WHD
· Cactus Inc.
5.0%
$6M
SVV
· Savers Value Vlg Inc.
1.2%
$1M
HEI
· Heico Corp. New
0.4%
$548K
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
AMZN
· Amazon Com Inc.
8.5%
$2.0B
MSFT
· Microsoft Corp.
8.1%
$1.9B
ORCL
· Oracle Corp.
6.0%
$1.4B
LLY
· Eli Lilly & Co.
5.7%
$1.3B
GOOG
· Alphabet Inc.
5.4%
$1.3B
AVGO
· Broadcom Inc.
5.2%
$1.2B
MA
· Mastercard Inc.
5.2%
$1.2B
V
· Visa, Inc.
5.1%
$1.2B
SHOP
· Shopify Inc.
4.9%
$1.2B
NVDA
· Nvidia Corp.
4.2%
$994M
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.
Subscribe
whal
street
★ Watchlist
Data from SEC EDGAR · whalstreet.com