Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Li Lu % | Warren Buffett % |
|---|---|---|
| APPLE INC | 0.8% | 22.6% |
| BK OF AMERICA CORP | 16.1% | 10.4% |
| OCCIDENTAL PETE CORP | 1.7% | 4.0% |
Li Lu runs Himalaya Capital Management LLC ($3.57B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 3 common positions, with 5 names unique to Li Lu's book and 36 unique to Warren Buffett'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
