Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mark Hillman % | Warren Buffett % |
|---|---|---|
| ALPHABET INC | 0.2% | 6.3% |
| KRAFT HEINZ CO | 2.7% | 2.8% |
| NUCOR CORP | 0.3% | 0.3% |
| CONSTELLATION BRANDS INC | 1.6% | 0.0% |
Mark Hillman runs Hillman Capital Management Inc ($158.9M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 4 common positions, with 48 names unique to Mark Hillman's book and 22 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
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mark Hillman % | Warren Buffett % |
|---|---|---|
| ALPHABET INC | 0.2% | 6.3% |
| KRAFT HEINZ CO | 2.7% | 2.8% |
| NUCOR CORP | 0.3% | 0.3% |
| CONSTELLATION BRANDS INC | 1.6% | 0.0% |
Mark Hillman runs Hillman Capital Management Inc ($158.9M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 4 common positions, with 48 names unique to Mark Hillman's book and 22 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
