Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Prem Watsa % | Warren Buffett % |
|---|---|---|
| OCCIDENTAL PETROLEUM CORP | 11.9% | 4.0% |
| KRAFT HEINZ CO | 6.0% | 2.9% |
Prem Watsa runs Fairfax Financial Holdings Ltd ($2.08B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 2 common positions, with 26 names unique to Prem Watsa's book and 37 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
