Tom GaynervsRuane Cunniff

Side-by-side current 13F portfolio comparison · 16 shared positions

Whale A

Markel Group Inc.

AUM

$11.9B

Positions

129

Shared %

30.7%

Whale B

Ruane, Cunniff & Goldfarb L.P.

AUM

$6.4B

Positions

Shared %

53.8%

Common holdings · 16

Stocks both whales currently hold — sorted by combined value

Stock	Tom weight	Ruane weight	Tom value	Ruane value
GOOG · Alphabet Inc.	6.6%	5.6%	$789M	$358M
BRK-B · Berkshire Hathaway Inc. Del	6.1%	2.5%	$734M	$159M
BRK-A · Berkshire Hathaway Inc. Del	6.7%	1.4%	$800M	$87M
GOOGL · Alphabet Inc.	1.4%	10.6%	$164M	$681M
808513105 · Schwab Charles Corp.	1.1%	8.7%	$130M	$559M
COF · Capital One Financial	0.1%	7.8%	$17M	$501M
ICE · Intercontinental Exchange In	0.0%	6.8%	$5M	$438M
AAPL · Apple Inc.	2.6%	0.0%	$311M	$242K
META · Meta Platforms, Inc.	1.2%	2.5%	$142M	$158M
G1151C101 · Accenture Plc Ireland	0.3%	4.0%	$32M	$253M
UNH · Unitedhealth Group Inc.	0.0%	3.8%	$5M	$246M
MSFT · Microsoft Corp.	1.7%	0.0%	$199M	$333K
AXP · American Express Co.	1.2%	0.0%	$148M	$345K
DG · Dollar Gen Corp. New	0.9%	0.0%	$103M	$288K
SPGI · S&P Global Inc.	0.4%	0.0%	$50M	$277K
FERG · Ferguson Enterprises	0.3%	0.0%	$40M	$223K

Unique to Tom Gayner

Top 10 by value held — not in the other's portfolio

Unique to Ruane Cunniff

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
FWONA · Liberty Media Corp. Del	8.4%	$541M
ELV · Elevance Health Inc. Formerly	7.8%	$499M
TSM · Taiwan Semiconductor Mfg Ltd.	6.7%	$432M
ICLR · Icon Plc	4.8%	$306M
MSA · Msa Safety Inc.	4.5%	$290M
225310101 · Credit Accep Corp. Mich	3.7%	$238M
ALGN · Align Technology Inc.	3.0%	$191M
LBRDA · Liberty Broadband Corp.	1.4%	$90M
TECH · Bio-Techne Corp.	1.3%	$86M
CHTR · Charter Communications Inc. N	1.2%	$76M

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.

★ WatchlistData from SEC EDGAR · whalstreet.com