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Tom GaynervsChris Hohn

Side-by-side current 13F portfolio comparison · 7 shared positions
Whale A
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
12.1%
Whale B
Chris Hohn
Tci Fund Management Ltd.
AUM
$53.6B
Positions
9
Shared %
70.2%
Common holdings · 7
Stocks both whales currently hold — sorted by combined value
StockTom weightChris weightTom valueChris value
V · Visa, Inc.2.5%18.1%$304M$9.7B
MSFT · Microsoft Corp.1.7%15.1%$199M$8.1B
MCO · Moodys Corp.0.8%12.7%$93M$6.8B
SPGI · S&P Global Inc.0.4%11.5%$50M$6.2B
CP · Canadian Pacific Kansas City0.0%6.5%$5M$3.5B
GOOG · Alphabet Inc.6.6%4.4%$789M$2.4B
CNI · Canadian Natl Ry Co.0.0%1.8%$5M$974M
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
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
AAPL · Apple Inc.2.6%$311M
GS · Goldman Sachs Group Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
CAT · Caterpillar Inc.2.0%$233M
Unique to Chris Hohn
Top 10 by value held — not in the other's portfolio
StockWeightValue
GEV · Ge Aerospace27.3%$14.6B
FER · Ferrovial Se2.5%$1.3B
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★ WatchlistData from SEC EDGAR · whalstreet.com