whalstreet

Norbert LouvsTweedy Browne

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
Norbert Lou
Punch Card Management L.P.
AUM
$301M
Positions
5
Shared %
53.3%
Whale B
Tweedy Browne
Tweedy, Browne Co. LLC
AUM
$1.3B
Positions
93
Shared %
8.3%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockNorbert weightTweedy weightNorbert valueTweedy value
BRK-A · Berkshire Hathaway Inc. Del36.4%8.2%$109M$103M
CROX · Crocs Inc.16.9%0.1%$51M$1M
Unique to Norbert Lou
Top 10 by value held — not in the other's portfolio
StockWeightValue
46436E718 · Ishares Tr18.9%$57M
PDD · Pdd Holdings Inc.15.6%$47M
PYPL · Paypal Holdings, Inc.12.2%$37M
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
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
FDX · Fedex Corp.2.1%$26M
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★ WatchlistData from SEC EDGAR · whalstreet.com