Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Olstein Capital Management % | George Soros % |
|---|---|---|
| AMAZON COM INC | 0.6% | 7.3% |
| MICROSOFT CORP | 1.0% | 1.7% |
| APPLE INC | 0.7% | 1.5% |
| DISNEY WALT CO | 2.5% | 1.0% |
| UBER TECHNOLOGIES INC | 0.8% | 0.4% |
| UNITEDHEALTH GROUP INC | 1.0% | 0.3% |
| CITIZENS FINL GROUP INC | 1.3% | 0.2% |
| TEXAS INSTRS INC | 1.0% | 0.2% |
| HONEYWELL INTL INC | 1.0% | 0.2% |
| RALLIANT CORP | 1.5% | 0.1% |
Olstein Capital Management runs Olstein Capital Management LP ($488K disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 10 common positions, with 91 names unique to Olstein Capital Management's book and 208 unique to George Soros'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
