Investors who trade like Prem Watsa
The 29 other tracked superinvestors ranked by shared-ticker overlap with Prem Watsa's (Fairfax Financial) latest 13F portfolio. Jaccard similarity — the fraction of tickers held by both investors out of the union of tickers held by either.
Top similar investors
- 1Michael BurryScion Asset Management8%Jaccard2 shared of 26 total tickers — PFE · LULU
- 2Li LuHimalaya Capital7%Jaccard2 shared of 28 total tickers — OXY · BRK.B
- 3Stanley DruckenmillerDuquesne Family Office7%Jaccard3 shared of 46 total tickers — CLF · TSM · PFE
- 4Bill NygrenOakmark Funds6%Jaccard5 shared of 81 total tickers — CVS · GM · PFE · MRK · BRK.B
- 5François RochonGiverny Capital5%Jaccard3 shared of 59 total tickers — TSM · LULU · BRK.B
- 6Stephen MandelLone Pine Capital5%Jaccard2 shared of 43 total tickers — TSM · PFE
- 7Howard MarksOaktree Capital4%Jaccard2 shared of 53 total tickers — GTX · MX
- 8Chris HohnTCI Fund Management4%Jaccard1 shared of 27 total tickers — CNI
- 9Warren BuffettBerkshire Hathaway3%Jaccard2 shared of 58 total tickers — OXY · KHC
- 10Andreas HalvorsenViking Global Investors3%Jaccard2 shared of 61 total tickers — GM · TSM
- 11Joel GreenblattGotham Asset Management3%Jaccard16 shared of 541 total tickers — UAA · OXY · CVS · CLF · BB
- 12Chuck AkreAkre Capital Management3%Jaccard1 shared of 36 total tickers — BRK.B
- 13David RolfeWedgewood Partners3%Jaccard1 shared of 39 total tickers — TSM
- 14John ArmitageEgerton Capital2%Jaccard1 shared of 43 total tickers — ORLA
- 15Terry SmithFundsmith2%Jaccard1 shared of 44 total tickers — PFE
Method
Jaccard similarity = |A ∩ B| / |A ∪ B| where A and B are the sets of tickers each investor holds in their most recent 13F filing.
A score of 100% means both investors hold exactly the same tickers. A score of 0% means no overlap. In practice, tracked superinvestors rarely exceed 40% — they pick unique spots even within similar philosophies.
Source data: SEC EDGAR 13F-HR filings, latest quarter available per investor. v1 uses unweighted Jaccard (set membership). v2 will add position-weighted similarity for a finer-grained score.
Related
Similarity computed from publicly filed 13F portfolios. 13F filings show long US equity positions only (no shorts, no cash, no non-US positions). Not investment advice.