whalstreet

Tom GaynervsBill Ackman

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
17.2%
Whale B
Bill Ackman
Pershing Square Capital Management, L.P.
AUM
$15.5B
Positions
11
Shared %
73.5%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockTom weightBill weightTom valueBill value
BN · Brookfield Corp.4.4%18.1%$529M$2.8B
GOOG · Alphabet Inc.6.6%12.5%$789M$1.9B
AMZN · Amazon Com Inc.3.5%14.3%$423M$2.2B
UBER · Uber Technologies Inc.0.1%15.9%$10M$2.5B
META · Meta Platforms, Inc.1.2%11.4%$142M$1.8B
GOOGL · Alphabet Inc.1.4%1.4%$164M$212M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
BRK-B · Berkshire Hathaway Inc. Del6.1%$734M
DE · Deere & Co.4.1%$495M
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
HD · Home Depot Inc.2.5%$303M
CAT · Caterpillar Inc.2.0%$233M
WSO · Watsco Inc.1.8%$212M
Unique to Bill Ackman
Top 10 by value held — not in the other's portfolio
StockWeightValue
QSR · Restaurant Brands Intl Inc.10.0%$1.6B
HHH · Howard Hughes Holdings Inc.9.7%$1.5B
HLT · Hilton Worldwide Hldgs Inc.5.6%$870M
SEG · Seaport Entmt Group Inc.0.6%$99M
HTZ · Hertz Global Hldgs Inc.0.5%$78M
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★ WatchlistData from SEC EDGAR · whalstreet.com