Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bill Ackman % | Seth Klarman % |
|---|---|---|
| AMAZON COM INC | 10.5% | 16.5% |
| RESTAURANT BRANDS INTL INC | 9.6% | 9.0% |
| VISA INC | 5.8% | 4.4% |
Bill Ackman runs Pershing Square Capital Management, L.P. ($19.47B disclosed). Seth Klarman runs BAUPOST GROUP LLC/MA ($5.42B disclosed). They share 3 common positions, with 11 names unique to Bill Ackman's book and 20 unique to Seth Klarman'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 | Bill Ackman % | Seth Klarman % |
|---|---|---|
| AMAZON COM INC | 10.5% | 16.5% |
| RESTAURANT BRANDS INTL INC | 9.6% | 9.0% |
| VISA INC | 5.8% | 4.4% |
Bill Ackman runs Pershing Square Capital Management, L.P. ($19.47B disclosed). Seth Klarman runs BAUPOST GROUP LLC/MA ($5.42B disclosed). They share 3 common positions, with 11 names unique to Bill Ackman's book and 20 unique to Seth Klarman'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
