Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Prem Watsa % | George Soros % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 1.4% |
| LULULEMON ATHLETICA INC | 0.1% | 0.0% |
Prem Watsa runs Fairfax Financial Holdings Ltd ($2.08B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 2 common positions, with 26 names unique to Prem Watsa's book and 216 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
