Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Dev Kantesaria % | Warren Buffett % |
|---|---|---|
| MOODYS CORP | 19.1% | 3.7% |
Dev Kantesaria runs Valley Forge Capital Management ($3.12B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 1 common positions, with 6 names unique to Dev Kantesaria's book and 25 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 | Dev Kantesaria % | Warren Buffett % |
|---|---|---|
| MOODYS CORP | 19.1% | 3.7% |
Dev Kantesaria runs Valley Forge Capital Management ($3.12B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 1 common positions, with 6 names unique to Dev Kantesaria's book and 25 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
