Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Peter Thiel % | Warren Buffett % |
|---|---|---|
| No shared positions. | ||
Peter Thiel runs Thiel Macro LLC (— disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 0 common positions, with 1 names unique to Peter Thiel's book and 39 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
