Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | ValueAct Capital % | George Soros % |
|---|---|---|
| No shared positions. | ||
ValueAct Capital runs ValueAct Capital Management LP ($4.0M disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 0 common positions, with 17 names unique to ValueAct Capital's book and 218 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
