Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | David Rolfe % | Warren Buffett % |
|---|---|---|
| APPLE INC | 7.3% | 22.0% |
| CHUBB LIMITED | 3.3% | 4.2% |
David Rolfe runs Wedgewood Partners Inc ($535.5M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 2 common positions, with 19 names unique to David Rolfe's book and 24 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 | David Rolfe % | Warren Buffett % |
|---|---|---|
| APPLE INC | 7.3% | 22.0% |
| CHUBB LIMITED | 3.3% | 4.2% |
David Rolfe runs Wedgewood Partners Inc ($535.5M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 2 common positions, with 19 names unique to David Rolfe's book and 24 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
