whalstreet

Tom BancroftvsPolen 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
StockTom weightPolen weightTom valuePolen 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
StockWeightValue
CHTR · Charter Communications Inc. N26.8%$34M
DPZ · Dominos Pizza Inc.12.1%$15M
LAMR · Lamar Advertising Co. New11.9%$15M
BBWI · Bath & Body Works Inc.11.5%$15M
CDW · Cdw Corp.10.6%$14M
FLUT · Flutter Entmt Plc7.0%$9M
WHD · Cactus Inc.5.0%$6M
SVV · Savers Value Vlg Inc.1.2%$1M
HEI · Heico Corp. New0.4%$548K
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
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
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★ WatchlistData from SEC EDGAR · whalstreet.com