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% | 10.2% |
| Moody's Corporation | 0.1% | 4.6% |
| Visa Inc. Class A | 0.0% | 1.1% |
| Mastercard Incorporated Class A | 0.1% | 0.8% |
| UnitedHealth Group Incorporated | 0.6% | 0.6% |
| Aon Plc Class A | 0.1% | 0.5% |
Donald Yacktman runs Yacktman Asset Management LP ($7.50B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 6 common positions, with 67 names unique to Donald Yacktman's book and 33 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
