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Head-to-head comparison

Warren Buffett vs Jeffrey Ubben

Warren Buffett
Berkshire Hathaway
Q10/10
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Jeffrey Ubben
ValueAct Capital
Q8/10
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Warren Buffett
  • GOOGLADD +204%
  • NYTADD +199%
  • DALNEW
  • GOOGNEW
  • MACYSNEW
  • LENADD +43%
  • VEXIT
  • MAEXIT
  • UNHEXIT
  • DPZEXIT
  • AONEXIT
  • POOLEXIT
  • AMZNEXIT
  • CHTREXIT
  • HEIEXIT
  • LAMREXIT
  • LSXMAEXIT
  • BATRAEXIT
  • DEOEXIT
  • ALLEEXIT
  • LILAKEXIT
  • STZREDUCE -95%
  • NUCORREDUCE -39%
  • CVXREDUCE -35%
No tracked moves for Jeffrey this quarter.

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