InvestorLens

Warren Buffett vs Seth Klarman

Berkshire Hathaway vs Baupost Group · latest 13F filings compared side-by-side

13F data may be delayed up to 45 days
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.
vs

Warren Buffett

$263.1B
Q1 2026 · 29 positions

Held by both

$15.9B
1 ticker · 6% / 7% of each book

Seth Klarman

$5.1B
Q1 2026 · 22 positions

Held by both

TickerCompanyBuffett sharesBuffett valueKlarman sharesKlarman value
GOOGLALPHABET INC54.2M$15.6B1.2M$338.8M

Only Warren Buffett

25 positions not in Klarman's book

  • AAPL
    APPLE INC
    $57.8B
  • AXP
    AMERICAN EXPRESS CO
    $45.9B
  • KO
    COCA COLA CO
    $30.4B
  • BAC
    BANK AMERICA CORP
    $25B
  • CVX
    CHEVRON CORPORATION
    $17.5B
  • OXY
    OCCIDENTAL PETE CORP
    $17.2B
  • CB
    CHUBB LTD SWITZ
    $11.2B
  • MCO
    MOODYS CORP
    $10.8B
  • KHC
    KRAFT HEINZ CO
    $7.3B
  • DVA
    DAVITA INC
    $4.6B
  • KR
    KROGER CO
    $3.6B
  • SIRI
    SIRIUSXM HOLDINGS INC
    $2.9B
  • DAL
    DELTA AIR LINES INC
    $2.6B
  • VRSN
    VERISIGN INC
    $2.2B
  • COF
    CAPITAL ONE FINL CORP
    $1.3B
  • NYT
    NEW YORK TIMES CO MTN BE
    $1.3B
  • ALLY
    ALLY FINL INC
    $1.1B
  • LLYVA
    LIBERTY LIVE HOLDINGS INC
    $996.4M
  • NUE
    NUCOR CORP
    $660.7M
  • Ticker unavailableCUSIP 546347105
    LOUISIANA PAC CORP
    $412.1M
  • STZ
    CONSTELLATION BRANDS INC
    $94.9M
  • NVR
    NVR INC
    $73.2M
  • Ticker unavailableCUSIP 55616P104
    MACYS INC
    $55M
  • LEN
    LENNAR CORP
    $20M
  • JEF
    JEFFERIES FINANCIAL GROUP IN
    $17.9M

Only Seth Klarman

21 positions not in Buffett's book

  • AMZN
    AMAZON COM INC
    $649.5M
  • QSR
    RESTAURANT BRANDS INTL INC
    $597.2M
  • WCC
    WESCO INTL INC
    $393.2M
  • Ticker unavailableCUSIP 907818108
    UNION PAC CORP
    $373.9M
  • ELV
    ELEVANCE HEALTH INC FORMERLY
    $373.3M
  • FERG
    FERGUSON ENTERPRISES INC
    $336.5M
  • WTW
    WILLIS TOWERS WATSON PLC LTD
    $259.6M
  • AON
    AON PLC
    $248.2M
  • V
    VISA INC
    $212M
  • TFX
    TELEFLEX INCORPORATED
    $190.8M
  • Ticker unavailableCUSIP 26969P108
    EAGLE MATLS INC
    $169.1M
  • GPC
    GENUINE PARTS CO
    $157.6M
  • LBTYA
    LIBERTY GLOBAL LTD
    $157.2M
  • HLF
    HERBALIFE LTD
    $136.3M
  • GDS
    GDS HLDGS LTD
    $122.7M
  • COLD
    AMERICOLD REALTY TRUST INC
    $89.2M
  • MOH
    MOLINA HEALTHCARE INC
    $84.5M
  • Ticker unavailableCUSIP 40054J109
    GRUPO AEROMEXICO SAB DE CV
    $68.4M
  • NCLH
    NORWEGIAN CRUISE LINE HLDGS
    $67.9M
  • PCVX
    VAXCYTE INC
    $46.5M
  • DNOW
    DNOW INC
    $43.2M