Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Steven Romick % | Warren Buffett % |
|---|---|---|
| AON PLC | 3.1% | 0.5% |
| AMAZON COM INC | 4.3% | 0.2% |
| CHARTER COMMUNICATIONS INC N | 1.3% | 0.1% |
| JEFFERIES FINL GROUP INC | 2.1% | 0.0% |
Steven Romick runs First Pacific Advisors LP ($7.59B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 4 common positions, with 56 names unique to Steven Romick's book and 35 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
