Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Guy Spier % | Warren Buffett % |
|---|---|---|
| AMERICAN EXPRESS CO | 17.1% | 20.5% |
| BK OF AMERICA CORP | 14.0% | 10.4% |
| MOODYS CORP | 4.3% | 4.6% |
| ALPHABET INC | 1.0% | 2.0% |
| MASTERCARD INCORPORATED | 12.2% | 0.8% |
Guy Spier runs Aquamarine Capital Management, LLC ($170.2M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 5 common positions, with 6 names unique to Guy Spier's book and 34 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
