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Head-to-head comparison

Warren Buffett vs Howard Marks

Warren Buffett
Berkshire Hathaway
Q10/10
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Howard Marks
Oaktree Capital
Q9/10
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995

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.
Howard Marks
  • VSTADD +18%
    Adding to Vistra — power demand from AI.
  • PRADD +15%
    Building Permian Resources.
  • TRMDADD +8%
    More Torm shipping.

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