Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bruce Berkowitz % | Warren Buffett % |
|---|---|---|
| APPLE INC | 0.0% | 22.6% |
| OCCIDENTAL PETE CORP | 0.2% | 4.0% |
Bruce Berkowitz runs Fairholme Capital Management LLC ($1.43B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 2 common positions, with 12 names unique to Bruce Berkowitz's book and 37 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
