Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mark Hillman % | Warren Buffett % |
|---|---|---|
| KRAFT HEINZ CO | 2.7% | 2.9% |
| CONSTELLATION BRANDS INC | 1.6% | 0.7% |
| UNITEDHEALTH GROUP INC | 1.6% | 0.6% |
| NUCOR CORP | 0.3% | 0.4% |
| DIAGEO PLC | 1.4% | 0.0% |
Mark Hillman runs Hillman Capital Management Inc ($158.9M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 5 common positions, with 47 names unique to Mark Hillman's book and 34 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
