Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Third Avenue Management % | George Soros % |
|---|---|---|
| Rogers Corp. | 3.3% | 0.0% |
| Cantaloupe, Inc. | 0.7% | 0.2% |
Third Avenue Management runs Third Avenue Management LLC ($550.2M disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 2 common positions, with 49 names unique to Third Avenue Management's book and 216 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
