Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Christopher Davis % | Warren Buffett % |
|---|---|---|
| American Express Co. | 0.3% | 17.1% |
| Alphabet Inc., Class C | 0.9% | 12.6% |
| Bank of America Corp. | 0.2% | 9.2% |
| Chubb Ltd. | 1.7% | 3.9% |
| Capital One Financial Corp. | 7.1% | 0.2% |
Christopher Davis runs Davis Selected Advisers, LP ($23.29B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 5 common positions, with 107 names unique to Christopher Davis's book and 21 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 Davis % | Warren Buffett % |
|---|---|---|
| American Express Co. | 0.3% | 17.1% |
| Alphabet Inc., Class C | 0.9% | 12.6% |
| Bank of America Corp. | 0.2% | 9.2% |
| Chubb Ltd. | 1.7% | 3.9% |
| Capital One Financial Corp. | 7.1% | 0.2% |
Christopher Davis runs Davis Selected Advisers, LP ($23.29B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 5 common positions, with 107 names unique to Christopher Davis's book and 21 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
