whalstreet

Tom BancroftvsWallace Weitz

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Tom Bancroft
Makaira Partners LLC
AUM
$128M
Positions
11
Shared %
37.8%
Whale B
Wallace Weitz
Weitz Investment Management, Inc.
AUM
$1.7B
Positions
44
Shared %
2.9%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockTom weightWallace weightTom valueWallace value
HEI · Heico Corp. New0.4%2.4%$548K$41M
CHTR · Charter Communications Inc. N26.8%0.0%$34M$136K
CDW · Cdw Corp.10.6%0.5%$14M$8M
Unique to Tom Bancroft
Top 10 by value held — not in the other's portfolio
StockWeightValue
DPZ · Dominos Pizza Inc.12.1%$15M
LAMR · Lamar Advertising Co. New11.9%$15M
BBWI · Bath & Body Works Inc.11.5%$15M
BELFA · Bel Fuse Inc.7.3%$9M
FLUT · Flutter Entmt Plc7.0%$9M
LMB · Limbach Hldgs Inc.6.2%$8M
WHD · Cactus Inc.5.0%$6M
SVV · Savers Value Vlg Inc.1.2%$1M
Unique to Wallace Weitz
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-B · Berkshire Hathaway Inc. Del8.5%$144M
DHR · Danaher Corporation7.0%$118M
GOOG · Alphabet Inc.6.5%$109M
V · Visa, Inc.5.6%$95M
MA · Mastercard Inc.5.3%$89M
TMO · Thermo Fisher Scientific Inc.4.6%$78M
AON · Aon Plc4.6%$77M
META · Meta Platforms, Inc.4.3%$72M
MSFT · Microsoft Corp.4.2%$71M
IEX · Idex Corp.4.1%$70M
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★ WatchlistData from SEC EDGAR · whalstreet.com