Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Donald Yacktman % | George Soros % |
|---|---|---|
| Microsoft Corporation | 4.9% | 1.7% |
| Walt Disney Company | 1.7% | 1.0% |
| Kenvue, Inc. | 1.8% | 0.3% |
| State Street SPDR S&P 500 ETF | 0.0% | 1.3% |
| UnitedHealth Group Incorporated | 0.6% | 0.3% |
| Comcast Corporation Class A | 0.4% | 0.0% |
| Fair Isaac Corporation | 0.1% | 0.0% |
Donald Yacktman runs Yacktman Asset Management LP ($7.50B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 7 common positions, with 66 names unique to Donald Yacktman's book and 211 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
