AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…

← All investors

Head-to-head comparison

Warren Buffett vs Seth Klarman

Berkshire Hathaway

Q10/10

"Buy wonderful companies at fair prices. Hold forever."

10 positionsSince 1965

Baupost Group

Q9/10

"Margin of safety. Cash is a position. Patience pays."

6 positionsSince 1982

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.

Seth Klarman

GOOGADD +40%
Building out new Alphabet position.
VSTADD +25%
Aggressive Vistra add — AI data center demand thesis.
WBDREDUCE -12%
Continued Warner Bros. profit-taking.

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