Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Tweedy Browne % | George Soros % |
|---|---|---|
| ALPHABET INC-CL A | 3.8% | 3.4% |
| BERKSHIRE HATHAWAY INC DEL CL B | 3.7% | 0.8% |
| JOHNSON & JOHNSON | 3.9% | 0.1% |
| KENVUE INC. | 0.1% | 0.6% |
| ZOETIS, INC. | 3.0% | 0.0% |
| ALLY FINANCIAL | 0.2% | 0.2% |
| INTEL CORP | 0.0% | 0.2% |
| DISNEY WALT COMPANY HOLDING CO | 0.3% | 0.0% |
| PROGRESSIVE CORP | 0.2% | 0.0% |
| UNITEDHEALTH GROUP | 0.1% | 0.0% |
| VERIZON COMMUNICATIONS | 0.1% | 0.0% |
Tweedy Browne runs Tweedy Browne Company LLC ($1.32B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 11 common positions, with 80 names unique to Tweedy Browne's book and 248 unique to George Soros'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 | Tweedy Browne % | George Soros % |
|---|---|---|
| ALPHABET INC-CL A | 3.8% | 3.4% |
| BERKSHIRE HATHAWAY INC DEL CL B | 3.7% | 0.8% |
| JOHNSON & JOHNSON | 3.9% | 0.1% |
| KENVUE INC. | 0.1% | 0.6% |
| ZOETIS, INC. | 3.0% | 0.0% |
| ALLY FINANCIAL | 0.2% | 0.2% |
| INTEL CORP | 0.0% | 0.2% |
| DISNEY WALT COMPANY HOLDING CO | 0.3% | 0.0% |
| PROGRESSIVE CORP | 0.2% | 0.0% |
| UNITEDHEALTH GROUP | 0.1% | 0.0% |
| VERIZON COMMUNICATIONS | 0.1% | 0.0% |
Tweedy Browne runs Tweedy Browne Company LLC ($1.32B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 11 common positions, with 80 names unique to Tweedy Browne's book and 248 unique to George Soros'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
