Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Olstein Capital Management % | Warren Buffett % |
|---|---|---|
| APPLE INC | 0.7% | 22.0% |
| ALPHABET INC | 0.5% | 12.6% |
| CHUBB LIMITED | 1.2% | 3.9% |
| DELTA AIR LINES INC DEL | 1.5% | 1.8% |
Olstein Capital Management runs Olstein Capital Management LP ($488K disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 4 common positions, with 97 names unique to Olstein Capital Management'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 | Olstein Capital Management % | Warren Buffett % |
|---|---|---|
| APPLE INC | 0.7% | 22.0% |
| ALPHABET INC | 0.5% | 12.6% |
| CHUBB LIMITED | 1.2% | 3.9% |
| DELTA AIR LINES INC DEL | 1.5% | 1.8% |
Olstein Capital Management runs Olstein Capital Management LP ($488K disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 4 common positions, with 97 names unique to Olstein Capital Management'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
