Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Tom Gayner % | Warren Buffett % |
|---|---|---|
| APPLE INC | 2.7% | 22.0% |
| AMERICAN EXPRESS CO | 1.3% | 17.1% |
| MOODYS CORP | 0.7% | 3.7% |
| CAPITAL ONE FINL CORP | 0.1% | 0.2% |
| NVR INC | 0.6% | 0.0% |
Tom Gayner runs Markel Group Inc. ($13.13B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 5 common positions, with 122 names unique to Tom Gayner's book and 21 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 | Tom Gayner % | Warren Buffett % |
|---|---|---|
| APPLE INC | 2.7% | 22.0% |
| AMERICAN EXPRESS CO | 1.3% | 17.1% |
| MOODYS CORP | 0.7% | 3.7% |
| CAPITAL ONE FINL CORP | 0.1% | 0.2% |
| NVR INC | 0.6% | 0.0% |
Tom Gayner runs Markel Group Inc. ($13.13B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 5 common positions, with 122 names unique to Tom Gayner's book and 21 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
