Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Seth Klarman % | Bill Ackman % |
|---|---|---|
| AMAZON COM INC | 12.7% | 17.4% |
| RESTAURANT BRANDS INTL INC | 11.7% | 12.2% |
Seth Klarman runs BAUPOST GROUP LLC/MA ($5.12B disclosed). Bill Ackman runs Pershing Square Capital Management, L.P. ($13.71B disclosed). They share 2 common positions, with 20 names unique to Seth Klarman's book and 8 unique to Bill Ackman'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 | Seth Klarman % | Bill Ackman % |
|---|---|---|
| AMAZON COM INC | 12.7% | 17.4% |
| RESTAURANT BRANDS INTL INC | 11.7% | 12.2% |
Seth Klarman runs BAUPOST GROUP LLC/MA ($5.12B disclosed). Bill Ackman runs Pershing Square Capital Management, L.P. ($13.71B disclosed). They share 2 common positions, with 20 names unique to Seth Klarman's book and 8 unique to Bill Ackman'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
