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Head-to-head comparison

Li Lu vs Jeffrey Ubben

Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Jeffrey Ubben
ValueAct Capital
Q8/10
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerLi %Jeffrey %
META11.8%8.1%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Li Lu
  • METAADD +15%
    Adding to the compounder.
  • BACADD +12%
    Doubling down further on BAC.
Jeffrey Ubben
  • METAADD +10%
    Activist continuing to build META exposure.
  • ENPHNEW
    New solar position.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.