Warren Buffett vs Michael Burry

Portfolio overlap & divergence from the latest 13F filings.

Warren Buffett

Berkshire Hathaway

value

Michael Burry

Scion Asset Management

contrarian

Shared holdings

Portfolio overlap

Positions (A · B)

29 · 7

Stocks they both own

No overlapping long positions in the latest filings.

Only Warren Buffett owns

$AAPL22%$AXP17.4%$KO11.6%$BAC9.5%$CVX6.6%$OXY6.5%$GOOGL5.9%$CB4.2%$MCO4.1%$KHC2.8%

Only Michael Burry owns

$PLTR66.7%$NVDA13.6%$PFE11.2%$HAL4.5%$MOH1.7%$LULU1.3%$SLM1%

Frequently asked

What stocks do Warren Buffett and Michael Burry both own?

Warren Buffett and Michael Burry currently have no overlapping disclosed long positions.

How similar are their portfolios?

Their disclosed long books overlap roughly 0% by position set. Warren Buffett runs 29 positions; Michael Burry runs 7.

More comparisons

Buffett vs Wood Buffett vs Aschenbrenner Buffett vs Griffin Buffett vs Druckenmiller Buffett vs Dalio Buffett vs Ackman Buffett vs Soros Buffett vs Icahn Buffett vs Tepper Buffett vs Coleman

Overlap computed from disclosed long equity positions (SEC 13F / N-PORT). Diversified books are capped to their largest positions. Not financial advice.