whalstreet

Warren BuffettvsClifford Sosin

Side-by-side current 13F portfolio comparison · 1 shared positions
Whale A
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
0.6%
Whale B
Clifford Sosin
Cas Investment Partners, LLC
AUM
$2.3B
Positions
5
Shared %
6.1%
Common holdings · 1
Stocks both whales currently hold — sorted by combined value
StockWarren weightClifford weightWarren valueClifford value
COF · Capital One Financial0.6%6.1%$1.7B$142M
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
AAPL · Apple Inc.22.6%$62.0B
AXP · American Express Co.20.5%$56.1B
BAC · Bank America Corp.10.4%$28.5B
KO · Coca Cola Co.10.2%$28.0B
CVX · Chevron Corp. New7.2%$19.8B
MCO · Moodys Corp.4.6%$12.6B
674599105 · Occidental Pete Corp.4.0%$10.9B
CB · Chubb Limited3.9%$10.7B
KHC · Kraft Heinz Co.2.9%$7.9B
GOOGL · Alphabet Inc.2.0%$5.6B
Unique to Clifford Sosin
Top 10 by value held — not in the other's portfolio
StockWeightValue
CVNA · Carvana Co.83.2%$1.9B
HGV · Hilton Grand Vacations Inc.10.2%$238M
SWIM · Latham Group Inc.0.3%$6M
CDLX · Cardlytics Inc.0.3%$6M
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★ WatchlistData from SEC EDGAR · whalstreet.com