whal
street
Tom Bancroft
vs
Wallace 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
Stock
Tom weight
Wallace weight
Tom value
Wallace value
HEI
· Heico Corp. New
0.4%
2.4%
$548K
$41M
CHTR
· Charter Communications Inc. N
26.8%
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
Stock
Weight
Value
DPZ
· Dominos Pizza Inc.
12.1%
$15M
LAMR
· Lamar Advertising Co. New
11.9%
$15M
BBWI
· Bath & Body Works Inc.
11.5%
$15M
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 Wallace Weitz
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
BRK-B
· Berkshire Hathaway Inc. Del
8.5%
$144M
DHR
· Danaher Corporation
7.0%
$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 Plc
4.6%
$77M
META
· Meta Platforms, Inc.
4.3%
$72M
MSFT
· Microsoft Corp.
4.2%
$71M
IEX
· Idex Corp.
4.1%
$70M
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Data from SEC EDGAR · whalstreet.com