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% | 22.6% |
| CHUBB LIMITED | 1.2% | 3.9% |
| VISA INC | 0.4% | 1.1% |
| CONSTELLATION BRANDS INC | 1.0% | 0.7% |
| UNITEDHEALTH GROUP INC | 1.0% | 0.6% |
| AMAZON COM INC | 0.6% | 0.2% |
Olstein Capital Management runs Olstein Capital Management LP ($488K disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 6 common positions, with 95 names unique to Olstein Capital Management's book and 33 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
