whalstreet

Tom GaynervsDev Kantesaria

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
5.4%
Whale B
Dev Kantesaria
Valley Forge Capital Management, LP
AUM
$4.4B
Positions
9
Shared %
64.1%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockTom weightDev weightTom valueDev value
SPGI · S&P Global Inc.0.4%20.8%$50M$919M
MA · Mastercard Inc.0.9%19.2%$104M$849M
MCO · Moodys Corp.0.8%15.3%$93M$673M
V · Visa, Inc.2.5%7.3%$304M$321M
MSCI · Msci Inc.0.6%0.8%$77M$35M
EFX · Equifax Inc.0.1%0.7%$13M$32M
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
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
Unique to Dev Kantesaria
Top 10 by value held — not in the other's portfolio
StockWeightValue
FICO · Fair Isaac Corp.29.5%$1.3B
INTU · Intuit3.3%$147M
ASML · Asml Holding N.V.3.1%$135M
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★ WatchlistData from SEC EDGAR · whalstreet.com