Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Harry Burn % | Warren Buffett % |
|---|---|---|
| Bank of America Corporation | 2.8% | 10.4% |
| Alphabet Inc. Cl A | 3.5% | 2.0% |
| Capital One Financial Corp | 2.8% | 0.6% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 3 common positions, with 34 names unique to Harry Burn's book and 36 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
