Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Michael Burry % | Seth Klarman % |
|---|---|---|
| MOLINA HEALTHCARE INC | 35.1% | 1.7% |
Michael Burry runs Scion Asset Management, LLC ($68.1M disclosed). Seth Klarman runs BAUPOST GROUP LLC/MA ($5.12B disclosed). They share 1 common positions, with 3 names unique to Michael Burry's book and 21 unique to Seth Klarman'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 | Michael Burry % | Seth Klarman % |
|---|---|---|
| MOLINA HEALTHCARE INC | 35.1% | 1.7% |
Michael Burry runs Scion Asset Management, LLC ($68.1M disclosed). Seth Klarman runs BAUPOST GROUP LLC/MA ($5.12B disclosed). They share 1 common positions, with 3 names unique to Michael Burry's book and 21 unique to Seth Klarman'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
