Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Third Avenue Management % | Warren Buffett % |
|---|---|---|
| Atlanta Braves Holdings Inc - C | 0.2% | 0.0% |
Third Avenue Management runs Third Avenue Management LLC ($550.2M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 1 common positions, with 50 names unique to Third Avenue Management's book and 38 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
