Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Warren Buffett % | Bill Ackman % |
|---|---|---|
| ALPHABET INC | 2.0% | 13.8% |
| AMAZON COM INC | 0.2% | 14.3% |
Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). Bill Ackman runs Pershing Square Capital Management, L.P. ($15.53B disclosed). They share 2 common positions, with 37 names unique to Warren Buffett's book and 8 unique to Bill Ackman'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
