Bryan LawrencevsChris Hohn

Side-by-side current 13F portfolio comparison · 1 shared positions

Whale A

Oakcliff Capital Partners, LP

AUM

$233M

Positions

Shared %

15.9%

Whale B

Tci Fund Management Ltd.

AUM

$53.6B

Positions

Shared %

4.4%

Common holdings · 1

Stocks both whales currently hold — sorted by combined value

Stock	Bryan weight	Chris weight	Bryan value	Chris value
GOOG · Alphabet Inc.	15.9%	4.4%	$37M	$2.4B

Unique to Bryan Lawrence

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

Stock	Weight	Value
IBKR · Interactive Brokers Group In	28.4%	$66M
GIL · Gildan Activewear Inc.	18.3%	$43M
TDG · Transdigm Group Inc.	13.8%	$32M
GWRE · Guidewire Software Inc.	7.2%	$17M
NRP · Natural Resource Partners L	5.7%	$13M
SGU · Star Group L P	5.6%	$13M
LEN · Lennar Corp.	5.2%	$12M

Unique to Chris Hohn

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

Stock	Weight	Value
GEV · Ge Aerospace	27.3%	$14.6B
V · Visa, Inc.	18.1%	$9.7B
MSFT · Microsoft Corp.	15.1%	$8.1B
MCO · Moodys Corp.	12.7%	$6.8B
SPGI · S&P Global Inc.	11.5%	$6.2B
CP · Canadian Pacific Kansas City	6.5%	$3.5B
FER · Ferrovial Se	2.5%	$1.3B
CNI · Canadian Natl Ry Co.	1.8%	$974M

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★ WatchlistData from SEC EDGAR · whalstreet.com