Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Harry Burn % | George Soros % |
|---|---|---|
| Alphabet Inc. Cl A | 3.5% | 3.4% |
| Berkshire Hathaway, Inc. C | 3.4% | 0.8% |
| Public Service Enterprise | 3.5% | 0.2% |
| Capital One Financial Corp | 2.8% | 0.4% |
| The Walt Disney Company | 3.5% | 0.0% |
| Marvell Technology, Inc. | 2.7% | 0.2% |
| QXO, Inc. | 2.5% | 0.0% |
| Warner Bros. Discovery, Inc | 0.9% | 0.5% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 8 common positions, with 29 names unique to Harry Burn's book and 251 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 | Harry Burn % | George Soros % |
|---|---|---|
| Alphabet Inc. Cl A | 3.5% | 3.4% |
| Berkshire Hathaway, Inc. C | 3.4% | 0.8% |
| Public Service Enterprise | 3.5% | 0.2% |
| Capital One Financial Corp | 2.8% | 0.4% |
| The Walt Disney Company | 3.5% | 0.0% |
| Marvell Technology, Inc. | 2.7% | 0.2% |
| QXO, Inc. | 2.5% | 0.0% |
| Warner Bros. Discovery, Inc | 0.9% | 0.5% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 8 common positions, with 29 names unique to Harry Burn's book and 251 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
