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Tom GaynervsThird Avenue Management LLC

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
4.8%
Whale B
Third Avenue Management LLC
Third Avenue Management LLC
AUM
$550M
Positions
51
Shared %
6.3%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockTom weightThird weightTom valueThird value
BN · Brookfield Corp.4.4%4.6%$529M$25M
ITIC · Investors Title Co. Nc0.4%1.0%$46M$5M
962166104 · Weyerhaeuser Co. Mtn Be0.0%0.7%$428K$4M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
GOOG · Alphabet Inc.6.6%$789M
BRK-B · Berkshire Hathaway Inc. Del6.1%$734M
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
V · Visa, Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
Unique to Third Avenue Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
HCC · Warrior Met Coal Inc.9.3%$51M
TDW · Tidewater Inc. New8.0%$44M
BCC · Boise Cascade Co. Del5.8%$32M
VAL · Valaris Ltd.5.4%$29M
CBRE · Cbre Group Inc.4.3%$24M
FPH · Five Point Holdings LLC4.2%$23M
PLD · Prologis Inc.3.4%$19M
ROG · Rogers Corp.3.3%$18M
LEN · Lennar Corp.2.6%$14M
DB · Deutsche Bank A G2.4%$13M
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★ WatchlistData from SEC EDGAR · whalstreet.com