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Head-to-head comparison
Warren Buffett vs Li Lu
Warren Buffett
Q10/10Berkshire Hathaway
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Li Lu
Q8/10Himalaya Capital
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Warren % | Li % |
|---|---|---|
| BAC | 11.2% | 27.4% |
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.
- FNDNEWNew Floor & Decor position — retail bet.
- BACREDUCE -7%Still a top-5 position despite the trim.
- AAPLREDUCE -3%Small continued trim. Stabilizing.
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.