Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bruce Berkowitz % | Ray Dalio % |
|---|---|---|
| APPLE INC | 0.0% | 0.6% |
| BANK OZK | 2.8% | 0.1% |
| KRAFT HEINZ CO | 0.2% | 0.0% |
Bruce Berkowitz runs Fairholme Capital Management LLC ($1.51B disclosed). Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). They share 3 common positions, with 6 names unique to Bruce Berkowitz's book and 982 unique to Ray Dalio'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 | Bruce Berkowitz % | Ray Dalio % |
|---|---|---|
| APPLE INC | 0.0% | 0.6% |
| BANK OZK | 2.8% | 0.1% |
| KRAFT HEINZ CO | 0.2% | 0.0% |
Bruce Berkowitz runs Fairholme Capital Management LLC ($1.51B disclosed). Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). They share 3 common positions, with 6 names unique to Bruce Berkowitz's book and 982 unique to Ray Dalio'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
