Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Carl Icahn % | Ray Dalio % |
|---|---|---|
| No shared positions. | ||
Carl Icahn runs Icahn Carl C ($8.45B disclosed). Ray Dalio runs Bridgewater Associates LP ($27.42B disclosed). They share 0 common positions, with 13 names unique to Carl Icahn's book and 1034 unique to Ray Dalio'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
