Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Daniel Loeb % | Warren Buffett % |
|---|---|---|
| CAPITAL ONE FINL CORP | 3.7% | 0.6% |
| AMAZON COM INC | 6.9% | 0.2% |
Daniel Loeb runs Third Point LLC ($7.27B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 2 common positions, with 38 names unique to Daniel Loeb'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
