Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Olstein Capital Management % | Leopold Aschenbrenner % |
|---|---|---|
| VISHAY INTERTECHNOLOGY INC | 0.2% | 0.1% |
Olstein Capital Management runs Olstein Capital Management LP ($488K disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 100 names unique to Olstein Capital Management's book and 25 unique to Leopold Aschenbrenner'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 % | Leopold Aschenbrenner % |
|---|---|---|
| VISHAY INTERTECHNOLOGY INC | 0.2% | 0.1% |
Olstein Capital Management runs Olstein Capital Management LP ($488K disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 100 names unique to Olstein Capital Management's book and 25 unique to Leopold Aschenbrenner'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
