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% | 2.3% |
| Berkshire Hathaway, Inc. C | 3.4% | 0.9% |
| Salesforce, Inc. | 3.2% | 0.9% |
| Capital One Financial Corp | 2.8% | 0.5% |
| The AES Corporation | 3.1% | 0.3% |
| The Walt Disney Company | 3.5% | 0.0% |
| Warner Bros. Discovery, Inc | 0.9% | 0.4% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 7 common positions, with 30 names unique to Harry Burn's book and 233 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% | 2.3% |
| Berkshire Hathaway, Inc. C | 3.4% | 0.9% |
| Salesforce, Inc. | 3.2% | 0.9% |
| Capital One Financial Corp | 2.8% | 0.5% |
| The AES Corporation | 3.1% | 0.3% |
| The Walt Disney Company | 3.5% | 0.0% |
| Warner Bros. Discovery, Inc | 0.9% | 0.4% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 7 common positions, with 30 names unique to Harry Burn's book and 233 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
