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Head-to-head comparison

Warren Buffett vs Chris Hohn

Warren Buffett
Berkshire Hathaway
Q10/10
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003

Shared conviction

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

TickerWarren %Chris %
MCO4.4%9.4%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Warren Buffett
  • DPZADD +18%
    Added to the surprise Domino's position.
  • OXYADD +12%
    Continuing to build the Occidental stake.
  • CBADD +8%
    Adding to insurance — home turf for Berkshire.
  • FNDNEW
    New Floor & Decor position — retail bet.
  • BACREDUCE -7%
    Still a top-5 position despite the trim.
  • AAPLREDUCE -3%
    Small continued trim. Stabilizing.
Chris Hohn
  • GEADD +12%
    Building the aerospace/defense position further.
  • METAREDUCE -6%
    Small META profit-taking.

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