Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Tweedy Browne % | George Soros % |
|---|---|---|
| ALPHABET INC-CL A | 4.5% | 2.7% |
| ALLY FINANCIAL | 0.1% | 1.0% |
| SEALED AIR CORPORATION | 1.4% | 0.3% |
| GLOBE LIFE INC. | 0.3% | 0.3% |
| KENVUE INC. | 0.1% | 0.3% |
| UNITEDHEALTH GROUP | 0.1% | 0.3% |
| COMCAST CORPORATION - CLASS A | 0.1% | 0.0% |
Tweedy Browne runs Tweedy Browne Company LLC ($1.26B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 7 common positions, with 86 names unique to Tweedy Browne's book and 211 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
