Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Carl Icahn % | George Soros % |
|---|---|---|
| American Electric Power Company | 0.7% | 1.3% |
| Caesars Entertainment, Inc. | 0.9% | 0.2% |
Carl Icahn runs Icahn Capital LP ($8.26B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 2 common positions, with 10 names unique to Carl Icahn's book and 257 unique to George Soros'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 | Carl Icahn % | George Soros % |
|---|---|---|
| American Electric Power Company | 0.7% | 1.3% |
| Caesars Entertainment, Inc. | 0.9% | 0.2% |
Carl Icahn runs Icahn Capital LP ($8.26B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 2 common positions, with 10 names unique to Carl Icahn's book and 257 unique to George Soros'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
