Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Christopher Davis % | Warren Buffett % |
|---|---|---|
| American Express Co. | 0.3% | 20.5% |
| Bank of America Corp. | 0.3% | 10.4% |
| Chubb Ltd. | 1.8% | 3.9% |
| Alphabet Inc., Class A | 4.1% | 2.0% |
| Capital One Financial Corp. | 7.2% | 0.6% |
| UnitedHealth Group Inc. | 1.5% | 0.6% |
| Amazon.com, Inc. | 3.3% | 0.2% |
Christopher Davis runs Davis Selected Advisers, LP ($21.78B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 7 common positions, with 105 names unique to Christopher Davis's book and 32 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
