Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | AKO Capital % | Warren Buffett % |
|---|---|---|
| MOODYS CORP | 5.7% | 3.7% |
AKO Capital runs Ako Capital LLP ($6.6M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 1 common positions, with 21 names unique to AKO Capital's book and 25 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
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | AKO Capital % | Warren Buffett % |
|---|---|---|
| MOODYS CORP | 5.7% | 3.7% |
AKO Capital runs Ako Capital LLP ($6.6M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 1 common positions, with 21 names unique to AKO Capital's book and 25 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
