Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Francois Rochon % | Warren Buffett % |
|---|---|---|
| APPLE INC | 0.1% | 22.6% |
| ALPHABET INC | 3.8% | 2.0% |
| VISA INC | 4.8% | 1.1% |
| MASTERCARD INCORPORATED | 0.5% | 0.8% |
| CAPITAL ONE FC | 0.1% | 0.6% |
| HEICO CORP NEW | 6.4% | 0.1% |
| NVR INC | 3.4% | 0.0% |
Francois Rochon runs Giverny Capital Inc. ($3.00B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 7 common positions, with 42 names unique to Francois Rochon'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
