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 | 1.6% | 2.4% |
| WARNER BROS DISCOVERY INC | 0.1% | 0.4% |
| JOHNSON & JOHNSON | 0.9% | 0.1% |
| LULULEMON ATHLETICA INC | 0.1% | 0.0% |
Prem Watsa runs Fairfax Financial Holdings Ltd ($1.94B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 4 common positions, with 24 names unique to Prem Watsa's book and 236 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 | Prem Watsa % | George Soros % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 1.6% | 2.4% |
| WARNER BROS DISCOVERY INC | 0.1% | 0.4% |
| JOHNSON & JOHNSON | 0.9% | 0.1% |
| LULULEMON ATHLETICA INC | 0.1% | 0.0% |
Prem Watsa runs Fairfax Financial Holdings Ltd ($1.94B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 4 common positions, with 24 names unique to Prem Watsa's book and 236 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
