whalstreet

Robert OlsteinvsValueAct Capital (Mason Morfit)

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Robert Olstein
Olstein Capital Management, L.P.
AUM
$458M
Positions
99
Shared %
6.2%
Whale B
ValueAct Capital (Mason Morfit)
Valueact Holdings, L.P.
AUM
$7.0B
Positions
16
Shared %
35.1%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockRobert weightValueAct weightRobert valueValueAct value
AMZN · Amazon Com Inc.0.8%11.2%$4M$783M
META · Meta Platforms, Inc.1.0%9.8%$5M$692M
V · Visa, Inc.0.8%8.6%$4M$603M
DIS · Disney Walt Co.2.2%5.0%$10M$350M
CBRE · Cbre Group Inc.1.4%0.5%$6M$38M
Unique to Robert Olstein
Top 10 by value held — not in the other's portfolio
StockWeightValue
G8060N102 · Sensata Technologies Hldg Pl2.1%$10M
AVTR · Avantor Inc.2.1%$9M
LKQ · Lkq Corp.2.0%$9M
OMC · Omnicom Group Inc.1.9%$9M
459506101 · International Flavors&Fragra1.9%$9M
VNT · Vontier Corporation1.8%$8M
FIS · Fidelity Natl Information Sv1.8%$8M
NDAQ · Nasdaq Inc.1.8%$8M
ABM · Abm Inds Inc.1.8%$8M
ZBH · Zimmer Biomet Holdings1.7%$8M
Unique to ValueAct Capital (Mason Morfit)
Top 10 by value held — not in the other's portfolio
StockWeightValue
CRM · Salesforce Inc.11.3%$793M
77311W101 · Rocket Cos Inc.10.9%$762M
BLK · Blackrock Inc.10.6%$744M
MDB · Mongodb Inc.8.4%$590M
RBLX · Roblox Corp.6.9%$484M
LLYVA · Liberty Live Holdings Inc.4.3%$300M
TOST · Toast Inc.4.1%$285M
SSD · Simpson Mfg Inc.3.4%$238M
LLYVA · Liberty Live Holdings Inc.2.1%$147M
LYV · Live Nation Entertainment In1.7%$117M
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★ WatchlistData from SEC EDGAR · whalstreet.com