Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bruce Berkowitz % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Bruce Berkowitz runs Fairholme Capital Management LLC ($1.43B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 0 common positions, with 14 names unique to Bruce Berkowitz's book and 24 unique to Leopold Aschenbrenner'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
