Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Torray Funds % | Warren Buffett % |
|---|---|---|
| Apple | 1.9% | 22.6% |
| American Express | 1.3% | 20.5% |
| Chevron Corp | 3.2% | 7.2% |
| Alphabet Cl A | 2.1% | 2.0% |
| Visa | 1.0% | 1.1% |
| UnitedHealth Group | 2.8% | 0.6% |
| Pool | 0.1% | 0.3% |
| Amazon.com | 2.4% | 0.2% |
Torray Funds runs Torray Investment Partners LLC ($698.4M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 8 common positions, with 87 names unique to Torray Funds's book and 31 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
