Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | ValueAct Capital % | Warren Buffett % |
|---|---|---|
| MOODYS CORP | 3.4% | 4.6% |
ValueAct Capital runs ValueAct Capital Management LP ($4.0M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 1 common positions, with 16 names unique to ValueAct Capital'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
