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Head-to-head comparison

Warren Buffett vs Li Lu

Warren Buffett
Berkshire Hathaway
Q10/10
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Li Lu
Himalaya Capital
Q8/10
"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.

TickerWarren %Li %
BAC11.2%27.4%
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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%
Li Lu

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