whalstreet

Tom GaynervsChristopher Bloomstran

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
21.4%
Whale B
Christopher Bloomstran
Semper Augustus Investments Group LLC
AUM
$870M
Positions
39
Shared %
44.3%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockTom weightChristopher weightTom valueChristopher value
BRK-A · Berkshire Hathaway Inc. Del6.7%10.1%$800M$88M
BRK-B · Berkshire Hathaway Inc. Del6.1%14.4%$734M$125M
AAPL · Apple Inc.2.6%0.1%$311M$1M
DG · Dollar Gen Corp. New0.9%14.1%$103M$123M
DIS · Disney Walt Co.1.6%1.9%$196M$17M
GOOGL · Alphabet Inc.1.4%0.0%$164M$219K
AXP · American Express Co.1.2%0.1%$148M$1M
SBUX · Starbucks Corp.0.5%2.3%$56M$20M
COST · Costco Wholesale Corp.0.3%0.3%$39M$3M
XOM · Exxon Mobil Corp.0.1%0.8%$8M$7M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.6.6%$789M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
AMZN · Amazon Com Inc.3.5%$423M
ADI · Analog Devices Inc.2.7%$326M
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 Christopher Bloomstran
Top 10 by value held — not in the other's portfolio
StockWeightValue
DECK · Deckers Outdoor Corp.7.6%$66M
NEM · Newmont Corp.7.6%$66M
DLTR · Dollar Tree Inc.7.3%$63M
KGC · Kinross Gold Corp.6.8%$60M
FIVE · Five Below Inc.5.7%$50M
OLN · Olin Corp.4.7%$40M
VLO · Valero Energy Corp.3.7%$32M
ALK · Alaska Air Group Inc.2.4%$21M
CMI · Cummins Inc.2.3%$20M
DINO · Hf Sinclair Corp.1.9%$17M
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★ WatchlistData from SEC EDGAR · whalstreet.com