Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Egerton Capital % | Warren Buffett % |
|---|---|---|
| MOODYS CORP | 4.3% | 4.6% |
| VISA INC | 12.5% | 1.1% |
| MASTERCARD INCORPORATED | 2.8% | 0.8% |
| CAPITAL ONE FINL CORP | 5.5% | 0.6% |
| AMAZON COM INC | 14.8% | 0.2% |
| NEW YORK TIMES CO | 1.1% | 0.1% |
| LAMAR ADVERTISING CO NEW | 1.0% | 0.1% |
Egerton Capital runs Egerton Capital (UK) LLP ($9.20B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 7 common positions, with 16 names unique to Egerton Capital'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
