Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Tweedy Browne % | Warren Buffett % |
|---|---|---|
| AMERICAN EXPRESS CO | 1.5% | 20.5% |
| BANK OF AMERICA CORP COM | 1.4% | 10.4% |
| ALPHABET INC-CL A | 4.5% | 2.0% |
| SIRIUS XM HOLDINGS INC | 0.1% | 0.9% |
| UNITEDHEALTH GROUP | 0.1% | 0.6% |
| ALLY FINANCIAL | 0.1% | 0.5% |
Tweedy Browne runs Tweedy Browne Company LLC ($1.26B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 6 common positions, with 87 names unique to Tweedy Browne's book and 33 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
