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% | 17.4% |
| COCA COLA CO | 0.0% | 11.6% |
| BANK AMERICA CORP | 0.0% | 9.5% |
| CHEVRON CORP NEW | 0.0% | 6.6% |
| OCCIDENTAL PETE CORP | 0.0% | 6.5% |
| CHUBB LIMITED | 0.0% | 4.2% |
| MOODYS CORP | 0.0% | 4.1% |
| KROGER CO | 0.0% | 1.4% |
| DELTA AIR LINES INC DEL | 0.0% | 1.0% |
| CAPITAL ONE FINL CORP | 0.0% | 0.5% |
| LENNAR CORP | 0.0% | 0.3% |
| NUCOR CORP | 0.0% | 0.3% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 13 common positions, with 846 names unique to Christopher Bloomstran's book and 13 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% | 17.4% |
| COCA COLA CO | 0.0% | 11.6% |
| BANK AMERICA CORP | 0.0% | 9.5% |
| CHEVRON CORP NEW | 0.0% | 6.6% |
| OCCIDENTAL PETE CORP | 0.0% | 6.5% |
| CHUBB LIMITED | 0.0% | 4.2% |
| MOODYS CORP | 0.0% | 4.1% |
| KROGER CO | 0.0% | 1.4% |
| DELTA AIR LINES INC DEL | 0.0% | 1.0% |
| CAPITAL ONE FINL CORP | 0.0% | 0.5% |
| LENNAR CORP | 0.0% | 0.3% |
| NUCOR CORP | 0.0% | 0.3% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 13 common positions, with 846 names unique to Christopher Bloomstran's book and 13 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
