Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | David Einhorn % | George Soros % |
|---|---|---|
| BRIGHTHOUSE FINL INC | 7.9% | 0.7% |
| KENVUE INC | 0.6% | 0.3% |
David Einhorn runs Greenlight Capital Inc ($2.05B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 2 common positions, with 37 names unique to David Einhorn's book and 216 unique to George Soros'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
