Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Olstein Capital Management % | George Soros % |
|---|---|---|
| AMAZON COM INC | 0.6% | 3.5% |
| APPLE INC | 0.7% | 1.9% |
| MICROSOFT CORP | 1.0% | 0.9% |
| BERKSHIRE HATHAWAY INC DEL | 1.1% | 0.8% |
| S&P GLOBAL INC | 0.8% | 0.5% |
| ON SEMICONDUCTOR CORP | 1.1% | 0.3% |
| MIDDLEBY CORP | 1.5% | 0.3% |
| CITIZENS FINL GROUP INC | 1.3% | 0.2% |
| META PLATFORMS INC | 0.8% | 0.2% |
| TIMKEN CO | 0.1% | 0.1% |
| JOHNSON & JOHNSON | 1.2% | 0.1% |
| CHUBB LIMITED | 1.2% | 0.1% |
| UBER TECHNOLOGIES INC | 0.8% | 0.1% |
| VISHAY INTERTECHNOLOGY INC | 0.2% | 0.1% |
| ADOBE INC | 1.1% | 0.1% |
| TEXAS INSTRS INC | 1.0% | 0.0% |
| UNITEDHEALTH GROUP INC | 1.0% | 0.0% |
| DISNEY WALT CO | 2.5% | 0.0% |
| TENNANT CO | 0.2% | 0.0% |
Olstein Capital Management runs Olstein Capital Management LP ($488K disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 19 common positions, with 82 names unique to Olstein Capital Management's book and 240 unique to George Soros'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 | Olstein Capital Management % | George Soros % |
|---|---|---|
| AMAZON COM INC | 0.6% | 3.5% |
| APPLE INC | 0.7% | 1.9% |
| MICROSOFT CORP | 1.0% | 0.9% |
| BERKSHIRE HATHAWAY INC DEL | 1.1% | 0.8% |
| S&P GLOBAL INC | 0.8% | 0.5% |
| ON SEMICONDUCTOR CORP | 1.1% | 0.3% |
| MIDDLEBY CORP | 1.5% | 0.3% |
| CITIZENS FINL GROUP INC | 1.3% | 0.2% |
| META PLATFORMS INC | 0.8% | 0.2% |
| TIMKEN CO | 0.1% | 0.1% |
| JOHNSON & JOHNSON | 1.2% | 0.1% |
| CHUBB LIMITED | 1.2% | 0.1% |
| UBER TECHNOLOGIES INC | 0.8% | 0.1% |
| VISHAY INTERTECHNOLOGY INC | 0.2% | 0.1% |
| ADOBE INC | 1.1% | 0.1% |
| TEXAS INSTRS INC | 1.0% | 0.0% |
| UNITEDHEALTH GROUP INC | 1.0% | 0.0% |
| DISNEY WALT CO | 2.5% | 0.0% |
| TENNANT CO | 0.2% | 0.0% |
Olstein Capital Management runs Olstein Capital Management LP ($488K disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 19 common positions, with 82 names unique to Olstein Capital Management's book and 240 unique to George Soros'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
