Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mohnish Pabrai % | Michael Burry % |
|---|---|---|
| No shared positions. | ||
Mohnish Pabrai runs Dalal Street, LLC ($422.9M disclosed). Michael Burry runs Scion Asset Management, LLC ($68.1M disclosed). They share 0 common positions, with 3 names unique to Mohnish Pabrai's book and 4 unique to Michael Burry'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 | Mohnish Pabrai % | Michael Burry % |
|---|---|---|
| No shared positions. | ||
Mohnish Pabrai runs Dalal Street, LLC ($422.9M disclosed). Michael Burry runs Scion Asset Management, LLC ($68.1M disclosed). They share 0 common positions, with 3 names unique to Mohnish Pabrai's book and 4 unique to Michael Burry'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
