Tom GaynervsDavid Rolfe

Side-by-side current 13F portfolio comparison · 9 shared positions

Whale A

Markel Group Inc.

AUM

$11.9B

Positions

129

Shared %

14.2%

Whale B

Wedgewood Partners Inc.

AUM

$535M

Positions

Shared %

51.4%

Common holdings · 9

Stocks both whales currently hold — sorted by combined value

Stock	Tom weight	David weight	Tom value	David value
AMZN · Amazon Com Inc.	3.5%	2.5%	$423M	$13M
AAPL · Apple Inc.	2.6%	7.3%	$311M	$39M
V · Visa, Inc.	2.5%	5.7%	$304M	$31M
MSFT · Microsoft Corp.	1.7%	7.0%	$199M	$37M
GOOGL · Alphabet Inc.	1.4%	9.6%	$164M	$51M
META · Meta Platforms, Inc.	1.2%	8.5%	$142M	$46M
ODFL · Old Dominion Freight Line In	0.7%	3.5%	$84M	$19M
SPGI · S&P Global Inc.	0.4%	3.3%	$50M	$18M
URI · United Rentals Inc.	0.2%	4.0%	$23M	$21M

Unique to Tom Gayner

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

Stock	Weight	Value
BRK-A · Berkshire Hathaway Inc. Del	6.7%	$800M
GOOG · Alphabet Inc.	6.6%	$789M
BRK-B · Berkshire Hathaway Inc. Del	6.1%	$734M
BN · Brookfield Corp.	4.4%	$529M
DE · Deere & Co.	4.1%	$495M
ADI · Analog Devices Inc.	2.7%	$326M
GS · Goldman Sachs Group 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 David Rolfe

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

Stock	Weight	Value
TSM · Taiwan Semiconductor Mfg Ltd.	10.5%	$56M
BKNG · Booking Holdings Inc.	5.8%	$31M
MSI · Motorola Solutions Inc.	5.1%	$27M
TSCO · Tractor Supply Co.	4.5%	$24M
CDW · Cdw Corp.	3.9%	$21M
CPRT · Copart Inc.	3.6%	$19M
CB · Chubb Limited	3.3%	$18M
ORLY · Oreilly Automotive Inc.	3.2%	$17M
EW · Edwards Lifesciences Corp.	2.9%	$15M
ZTS · Zoetis Inc.	2.5%	$13M

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★ WatchlistData from SEC EDGAR · whalstreet.com