whalstreet

Bill MillervsTweedy Browne

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Bill Miller
Miller Value Partners, LLC
AUM
$284M
Positions
34
Shared %
14.3%
Whale B
Tweedy Browne
Tweedy, Browne Co. LLC
AUM
$1.3B
Positions
93
Shared %
0.7%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockBill weightTweedy weightBill valueTweedy value
BFH · Bread Financial Holdings Inc.5.3%0.2%$15M$2M
UPS · United Parcel Service Inc.3.0%0.1%$9M$2M
VZ · Verizon Communications Inc.2.8%0.1%$8M$1M
BMY · Bristol-Myers Squibb Co.2.1%0.1%$6M$2M
ARLP · Alliance Resource Partners L1.1%0.2%$3M$2M
Unique to Bill Miller
Top 10 by value held — not in the other's portfolio
StockWeightValue
NBR · Nabors Industries Ltd.11.5%$33M
LNC · Lincoln Natl Corp. Ind7.9%$22M
GTN · Gray Media Inc.6.8%$19M
TDAY · Usa Today Co. Inc.6.2%$18M
QUAD · Quad / Graphics Inc.6.0%$17M
FOSL · Fossil Group Inc.4.2%$12M
024061103 · American Axle & Mfg Hldgs In3.9%$11M
CNDT · Conduent Inc.3.8%$11M
JELD · Jeld-Wen Hldg Inc.3.6%$10M
UGI · Ugi Corp. New3.5%$10M
Unique to Tweedy Browne
Top 10 by value held — not in the other's portfolio
StockWeightValue
CNH · Cnh Indl N V17.6%$222M
IONS · Ionis Pharmaceuticals Inc.13.6%$171M
KOF · Coca-Cola Femsa Sab De Cv9.1%$114M
BRK-A · Berkshire Hathaway Inc. Del8.2%$103M
GOOGL · Alphabet Inc.4.5%$57M
JNJ · Johnson & Johnson4.3%$54M
BRK-B · Berkshire Hathaway Inc. Del3.7%$47M
WFC · Wells Fargo Co. New3.3%$41M
ALV · Autoliv Inc.3.2%$40M
NVST · Envista Holdings Corporation2.9%$36M
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★ WatchlistData from SEC EDGAR · whalstreet.com