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 | 4.5% | 2.3% |
| SEALED AIR CORPORATION | 1.4% | 1.6% |
| BERKSHIRE HATHAWAY INC DEL CL B | 3.7% | 0.9% |
| JOHNSON & JOHNSON | 4.3% | 0.1% |
| KENVUE INC. | 0.1% | 0.7% |
| ALLY FINANCIAL | 0.1% | 0.4% |
| UNITEDHEALTH GROUP | 0.1% | 0.2% |
| GLOBE LIFE INC. | 0.3% | 0.1% |
| PROGRESSIVE CORP | 0.2% | 0.0% |
| VERIZON COMMUNICATIONS | 0.1% | 0.0% |
| COMCAST CORPORATION - CLASS A | 0.1% | 0.0% |
Tweedy Browne runs Tweedy Browne Company LLC ($1.26B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 11 common positions, with 82 names unique to Tweedy Browne's book and 229 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 | 4.5% | 2.3% |
| SEALED AIR CORPORATION | 1.4% | 1.6% |
| BERKSHIRE HATHAWAY INC DEL CL B | 3.7% | 0.9% |
| JOHNSON & JOHNSON | 4.3% | 0.1% |
| KENVUE INC. | 0.1% | 0.7% |
| ALLY FINANCIAL | 0.1% | 0.4% |
| UNITEDHEALTH GROUP | 0.1% | 0.2% |
| GLOBE LIFE INC. | 0.3% | 0.1% |
| PROGRESSIVE CORP | 0.2% | 0.0% |
| VERIZON COMMUNICATIONS | 0.1% | 0.0% |
| COMCAST CORPORATION - CLASS A | 0.1% | 0.0% |
Tweedy Browne runs Tweedy Browne Company LLC ($1.26B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 11 common positions, with 82 names unique to Tweedy Browne's book and 229 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
