Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Alex Roepers % | Warren Buffett % |
|---|---|---|
| No shared positions. | ||
Alex Roepers runs Atlantic Investment Management Inc ($177.6M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 0 common positions, with 10 names unique to Alex Roepers's book and 39 unique to Warren Buffett's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
