Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Third Avenue Management % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Third Avenue Management runs Third Avenue Management LLC ($550.2M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 0 common positions, with 51 names unique to Third Avenue Management's book and 24 unique to Leopold Aschenbrenner'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
