Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Christopher Bloomstran % | Warren Buffett % |
|---|---|---|
| APPLE INC | 2.9% | 22.0% |
| AMERICAN EXPRESS CO | 0.0% | 17.1% |
| COCA COLA CO | 0.0% | 10.9% |
| BANK AMERICA CORP | 0.0% | 9.2% |
| CHEVRON CORP NEW | 0.0% | 4.7% |
| OCCIDENTAL PETE CORP | 0.0% | 4.3% |
| CHUBB LIMITED | 0.0% | 3.9% |
| MOODYS CORP | 0.0% | 3.7% |
| DELTA AIR LINES INC DEL | 0.0% | 1.8% |
| KROGER CO | 0.0% | 0.7% |
| LENNAR CORP | 0.0% | 0.4% |
| CAPITAL ONE FINL CORP | 0.0% | 0.2% |
| NUCOR CORP | 0.0% | 0.1% |
| D R HORTON INC | 0.0% | 0.0% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 14 common positions, with 845 names unique to Christopher Bloomstran's book and 12 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 | Christopher Bloomstran % | Warren Buffett % |
|---|---|---|
| APPLE INC | 2.9% | 22.0% |
| AMERICAN EXPRESS CO | 0.0% | 17.1% |
| COCA COLA CO | 0.0% | 10.9% |
| BANK AMERICA CORP | 0.0% | 9.2% |
| CHEVRON CORP NEW | 0.0% | 4.7% |
| OCCIDENTAL PETE CORP | 0.0% | 4.3% |
| CHUBB LIMITED | 0.0% | 3.9% |
| MOODYS CORP | 0.0% | 3.7% |
| DELTA AIR LINES INC DEL | 0.0% | 1.8% |
| KROGER CO | 0.0% | 0.7% |
| LENNAR CORP | 0.0% | 0.4% |
| CAPITAL ONE FINL CORP | 0.0% | 0.2% |
| NUCOR CORP | 0.0% | 0.1% |
| D R HORTON INC | 0.0% | 0.0% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 14 common positions, with 845 names unique to Christopher Bloomstran's book and 12 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
