Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Harry Burn % | Leopold Aschenbrenner % |
|---|---|---|
| EQT Corporation | 2.6% | 3.4% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 1 common positions, with 36 names unique to Harry Burn's book and 23 unique to Leopold Aschenbrenner'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
