Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Seth Klarman % | George Soros % |
|---|---|---|
| AMAZON COM INC | 9.3% | 7.3% |
| CRH PLC | 2.5% | 0.3% |
| GRUPO AEROMEXICO SAB DE CV | 2.0% | 0.0% |
Seth Klarman runs BAUPOST GROUP LLC/MA ($5.28B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 3 common positions, with 18 names unique to Seth Klarman's book and 215 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
