Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Lindsell Train % | Warren Buffett % |
|---|---|---|
| AMERICAN EXPRESS CO | 0.1% | 20.5% |
| COCA COLA CO | 0.0% | 10.2% |
| ALPHABET INC | 16.6% | 2.0% |
| VISA INC | 0.1% | 1.1% |
Lindsell Train runs Lindsell Train Ltd ($3.94B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 4 common positions, with 23 names unique to Lindsell Train's book and 35 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
