Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Harry Burn % | Ray Dalio % |
|---|---|---|
| Salesforce, Inc. | 3.2% | 1.9% |
| Alphabet Inc. Cl A | 3.5% | 1.8% |
| Newmont Corporation | 0.3% | 0.8% |
| Applied Materials, Inc. | 2.3% | 0.4% |
| Wells Fargo & Company | 2.7% | 0.4% |
| Regeneron Pharmaceuticals, Inc. | 4.3% | 0.2% |
| Citigroup Inc. | 2.9% | 0.3% |
| Marvell Technology, Inc. | 2.7% | 0.3% |
| Barrick Mining Corporation | 1.6% | 0.4% |
| Teva Pharmaceutical Industries | 4.3% | 0.1% |
| Bank of America Corporation | 2.8% | 0.2% |
| QUALCOMM Incorporated | 3.2% | 0.1% |
| Capital One Financial Corp | 2.8% | 0.1% |
| Incyte Corporation | 2.9% | 0.1% |
| Public Service Enterprise | 3.5% | 0.0% |
| Coterra Energy, Inc. | 2.7% | 0.1% |
| CSX Corporation | 2.8% | 0.1% |
| Southwest Airlines Co. | 3.3% | 0.0% |
| Check Point Software Technologies | 2.5% | 0.1% |
| The AES Corporation | 3.1% | 0.0% |
| Fidelity National Information Services | 2.9% | 0.0% |
| General Motors Company | 2.8% | 0.0% |
| Kinder Morgan, Inc. | 3.0% | 0.0% |
| Willis Towers Watson PLC | 2.4% | 0.1% |
| BP PLC Sponsored ADR | 2.2% | 0.1% |
Harry Burn runs Sound Shore Management Inc /CT/ ($3.14B disclosed). Ray Dalio runs Bridgewater Associates LP ($27.42B disclosed). They share 33 common positions, with 4 names unique to Harry Burn's book and 1001 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
