Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Stanley Druckenmiller % | Warren Buffett % |
|---|---|---|
| Delta Air Lines Inc | 1.1% | 1.8% |
| D R Horton Inc | 0.9% | 0.0% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($5.21B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 2 common positions, with 92 names unique to Stanley Druckenmiller's book and 24 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
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Stanley Druckenmiller % | Warren Buffett % |
|---|---|---|
| Delta Air Lines Inc | 1.1% | 1.8% |
| D R Horton Inc | 0.9% | 0.0% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($5.21B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 2 common positions, with 92 names unique to Stanley Druckenmiller's book and 24 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
