Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Donald Yacktman % | Warren Buffett % |
|---|---|---|
| Coca-Cola Company | 2.1% | 11.6% |
| Alphabet Inc. Class A | 4.3% | 6.3% |
| Moody's Corporation | 0.1% | 4.1% |
Donald Yacktman runs Yacktman Asset Management LP ($7.50B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 3 common positions, with 70 names unique to Donald Yacktman's book and 23 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 | Donald Yacktman % | Warren Buffett % |
|---|---|---|
| Coca-Cola Company | 2.1% | 11.6% |
| Alphabet Inc. Class A | 4.3% | 6.3% |
| Moody's Corporation | 0.1% | 4.1% |
Donald Yacktman runs Yacktman Asset Management LP ($7.50B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 3 common positions, with 70 names unique to Donald Yacktman's book and 23 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
