whalstreet

Norbert LouvsChristopher Bloomstran

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Norbert Lou
Punch Card Management L.P.
AUM
$301M
Positions
5
Shared %
55.3%
Whale B
Christopher Bloomstran
Semper Augustus Investments Group LLC
AUM
$870M
Positions
39
Shared %
10.1%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockNorbert weightChristopher weightNorbert valueChristopher value
BRK-A · Berkshire Hathaway Inc. Del36.4%10.1%$109M$88M
46436E718 · Ishares Tr18.9%0.0%$57M$355K
Unique to Norbert Lou
Top 10 by value held — not in the other's portfolio
StockWeightValue
CROX · Crocs Inc.16.9%$51M
PDD · Pdd Holdings Inc.15.6%$47M
PYPL · Paypal Holdings, Inc.12.2%$37M
Unique to Christopher Bloomstran
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-B · Berkshire Hathaway Inc. Del14.4%$125M
DG · Dollar Gen Corp. New14.1%$123M
DECK · Deckers Outdoor Corp.7.6%$66M
NEM · Newmont Corp.7.6%$66M
DLTR · Dollar Tree Inc.7.3%$63M
KGC · Kinross Gold Corp.6.8%$60M
FIVE · Five Below Inc.5.7%$50M
OLN · Olin Corp.4.7%$40M
VLO · Valero Energy Corp.3.7%$32M
ALK · Alaska Air Group Inc.2.4%$21M
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★ WatchlistData from SEC EDGAR · whalstreet.com