whalstreet

Dev KantesariavsDonald Yacktman

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Dev Kantesaria
Valley Forge Capital Management, LP
AUM
$4.4B
Positions
9
Shared %
75.4%
Whale B
Donald Yacktman
Yacktman Asset Management LP
AUM
$7.5B
Positions
76
Shared %
0.4%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockDev weightDonald weightDev valueDonald value
FICO · Fair Isaac Corp.29.5%0.1%$1.3B$7M
MA · Mastercard Inc.19.2%0.1%$849M$6M
MCO · Moodys Corp.15.3%0.1%$673M$5M
V · Visa, Inc.7.3%0.0%$321M$221K
INTU · Intuit3.3%0.0%$147M$3M
MSCI · Msci Inc.0.8%0.1%$35M$6M
Unique to Dev Kantesaria
Top 10 by value held — not in the other's portfolio
StockWeightValue
SPGI · S&P Global Inc.20.8%$919M
ASML · Asml Holding N.V.3.1%$135M
EFX · Equifax Inc.0.7%$32M
Unique to Donald Yacktman
Top 10 by value held — not in the other's portfolio
StockWeightValue
136385101 · Canadian Nat Res Ltd.10.7%$806M
MSFT · Microsoft Corp.4.9%$368M
808513105 · Schwab Charles Corp.4.9%$367M
GOOG · Alphabet Inc.4.3%$323M
PEP · Pepsico Inc.4.2%$315M
JNJ · Johnson & Johnson4.1%$305M
FOXA · Fox Corp.3.9%$296M
PG · Procter And Gamble Co.3.7%$279M
UHAL · U Haul Holding Company3.6%$270M
RS · Reliance Inc.2.8%$211M
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★ WatchlistData from SEC EDGAR · whalstreet.com