Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Harry Burn % | Ray Dalio % |
|---|---|---|
| Alphabet Inc. Cl A | 3.5% | 2.0% |
| Applied Materials, Inc. | 2.3% | 0.9% |
| Newmont Corporation | 0.3% | 1.0% |
| CSX Corporation | 2.8% | 0.4% |
| Wells Fargo & Company | 2.7% | 0.4% |
| Teva Pharmaceutical Industries | 4.3% | 0.2% |
| Barrick Mining Corporation | 1.6% | 0.5% |
| Regeneron Pharmaceuticals, Inc. | 4.3% | 0.1% |
| Citigroup Inc. | 2.9% | 0.3% |
| Southwest Airlines Co. | 3.3% | 0.2% |
| Bank of America Corporation | 2.8% | 0.2% |
| Marvell Technology, Inc. | 2.7% | 0.2% |
| QUALCOMM Incorporated | 3.2% | 0.1% |
| Capital One Financial Corp | 2.8% | 0.1% |
| The Walt Disney Company | 3.5% | 0.0% |
| Incyte Corporation | 2.9% | 0.1% |
| Fidelity National Information Services | 2.9% | 0.1% |
| EQT Corporation | 2.6% | 0.1% |
| Kinder Morgan, Inc. | 3.0% | 0.0% |
| General Motors Company | 2.8% | 0.0% |
| GE HealthCare Technologies | 2.7% | 0.0% |
| Albertsons Companies, Inc. | 2.5% | 0.0% |
| Zimmer Biomet Holdings, Inc. | 2.4% | 0.0% |
| Willis Towers Watson PLC | 2.4% | 0.0% |
| Mohawk Industries, Inc. | 2.3% | 0.0% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 28 common positions, with 9 names unique to Harry Burn's book and 962 unique to Ray Dalio'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 % | Ray Dalio % |
|---|---|---|
| Alphabet Inc. Cl A | 3.5% | 2.0% |
| Applied Materials, Inc. | 2.3% | 0.9% |
| Newmont Corporation | 0.3% | 1.0% |
| CSX Corporation | 2.8% | 0.4% |
| Wells Fargo & Company | 2.7% | 0.4% |
| Teva Pharmaceutical Industries | 4.3% | 0.2% |
| Barrick Mining Corporation | 1.6% | 0.5% |
| Regeneron Pharmaceuticals, Inc. | 4.3% | 0.1% |
| Citigroup Inc. | 2.9% | 0.3% |
| Southwest Airlines Co. | 3.3% | 0.2% |
| Bank of America Corporation | 2.8% | 0.2% |
| Marvell Technology, Inc. | 2.7% | 0.2% |
| QUALCOMM Incorporated | 3.2% | 0.1% |
| Capital One Financial Corp | 2.8% | 0.1% |
| The Walt Disney Company | 3.5% | 0.0% |
| Incyte Corporation | 2.9% | 0.1% |
| Fidelity National Information Services | 2.9% | 0.1% |
| EQT Corporation | 2.6% | 0.1% |
| Kinder Morgan, Inc. | 3.0% | 0.0% |
| General Motors Company | 2.8% | 0.0% |
| GE HealthCare Technologies | 2.7% | 0.0% |
| Albertsons Companies, Inc. | 2.5% | 0.0% |
| Zimmer Biomet Holdings, Inc. | 2.4% | 0.0% |
| Willis Towers Watson PLC | 2.4% | 0.0% |
| Mohawk Industries, Inc. | 2.3% | 0.0% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 28 common positions, with 9 names unique to Harry Burn's book and 962 unique to Ray Dalio'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
