Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Donald Yacktman % | Ray Dalio % |
|---|---|---|
| State Street SPDR S&P 500 ETF | 0.0% | 12.7% |
| Microsoft Corporation | 4.9% | 1.8% |
| Johnson & Johnson | 4.1% | 0.8% |
| Charles Schwab Corp | 4.9% | 0.0% |
| PepsiCo, Inc. | 4.2% | 0.1% |
| Procter & Gamble Company | 3.7% | 0.1% |
| Talen Energy Corp | 1.5% | 0.4% |
| Cognizant Technology Solutions Corporation Class A | 2.5% | 0.0% |
| EOG Resources, Inc. | 2.4% | 0.0% |
| Coca-Cola Company | 2.1% | 0.1% |
| Ingredion Incorporated | 2.2% | 0.0% |
| Tyson Foods, Inc. Class A | 2.1% | 0.0% |
| L3Harris Technologies Inc | 1.9% | 0.0% |
| Northrop Grumman Corp. | 1.8% | 0.0% |
| eBay Inc. | 1.9% | 0.0% |
| Kenvue, Inc. | 1.8% | 0.0% |
| Lockheed Martin Corporation | 1.7% | 0.0% |
| State Street Corporation | 1.5% | 0.1% |
| Walt Disney Company | 1.7% | 0.0% |
| Armstrong World Industries, Inc. | 1.6% | 0.0% |
| Olin Corporation | 1.6% | 0.0% |
| Altria Group, Inc. | 0.0% | 0.5% |
| PayPal Holdings, Inc. | 1.4% | 0.0% |
| Darling Ingredients Inc | 1.2% | 0.0% |
| Sysco Corporation | 1.2% | 0.0% |
Donald Yacktman runs Yacktman Asset Management LP ($7.50B disclosed). Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). They share 42 common positions, with 31 names unique to Donald Yacktman's book and 943 unique to Ray Dalio'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 | Donald Yacktman % | Ray Dalio % |
|---|---|---|
| State Street SPDR S&P 500 ETF | 0.0% | 12.7% |
| Microsoft Corporation | 4.9% | 1.8% |
| Johnson & Johnson | 4.1% | 0.8% |
| Charles Schwab Corp | 4.9% | 0.0% |
| PepsiCo, Inc. | 4.2% | 0.1% |
| Procter & Gamble Company | 3.7% | 0.1% |
| Talen Energy Corp | 1.5% | 0.4% |
| Cognizant Technology Solutions Corporation Class A | 2.5% | 0.0% |
| EOG Resources, Inc. | 2.4% | 0.0% |
| Coca-Cola Company | 2.1% | 0.1% |
| Ingredion Incorporated | 2.2% | 0.0% |
| Tyson Foods, Inc. Class A | 2.1% | 0.0% |
| L3Harris Technologies Inc | 1.9% | 0.0% |
| Northrop Grumman Corp. | 1.8% | 0.0% |
| eBay Inc. | 1.9% | 0.0% |
| Kenvue, Inc. | 1.8% | 0.0% |
| Lockheed Martin Corporation | 1.7% | 0.0% |
| State Street Corporation | 1.5% | 0.1% |
| Walt Disney Company | 1.7% | 0.0% |
| Armstrong World Industries, Inc. | 1.6% | 0.0% |
| Olin Corporation | 1.6% | 0.0% |
| Altria Group, Inc. | 0.0% | 0.5% |
| PayPal Holdings, Inc. | 1.4% | 0.0% |
| Darling Ingredients Inc | 1.2% | 0.0% |
| Sysco Corporation | 1.2% | 0.0% |
Donald Yacktman runs Yacktman Asset Management LP ($7.50B disclosed). Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). They share 42 common positions, with 31 names unique to Donald Yacktman's book and 943 unique to Ray Dalio'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
