Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Francis Chou % | George Soros % |
|---|---|---|
| APPLE INC | 5.9% | 1.9% |
| ALLY FINL INC | 5.1% | 0.2% |
| STELLANTIS N.V | 7.5% | 0.0% |
Francis Chou runs Chou Associates Management Inc. ($201.6M disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 3 common positions, with 25 names unique to Francis Chou's book and 256 unique to George Soros'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 | Francis Chou % | George Soros % |
|---|---|---|
| APPLE INC | 5.9% | 1.9% |
| ALLY FINL INC | 5.1% | 0.2% |
| STELLANTIS N.V | 7.5% | 0.0% |
Francis Chou runs Chou Associates Management Inc. ($201.6M disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 3 common positions, with 25 names unique to Francis Chou's book and 256 unique to George Soros'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
