Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Third Avenue Management % | Warren Buffett % |
|---|---|---|
| DR Horton Inc. | 2.0% | 0.0% |
Third Avenue Management runs Third Avenue Management LLC ($550.2M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 1 common positions, with 50 names unique to Third Avenue Management's book and 25 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 | Third Avenue Management % | Warren Buffett % |
|---|---|---|
| DR Horton Inc. | 2.0% | 0.0% |
Third Avenue Management runs Third Avenue Management LLC ($550.2M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 1 common positions, with 50 names unique to Third Avenue Management's book and 25 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
