Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Charlie Munger % | Warren Buffett % |
|---|---|---|
| Bank of America Corp | 40.5% | 10.4% |
Charlie Munger runs Daily Journal Corp ($240.7M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 1 common positions, with 3 names unique to Charlie Munger's book and 38 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
