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Head-to-head comparison
Warren Buffett vs Andreas Halvorsen
Warren Buffett
Q10/10Berkshire Hathaway
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Andreas Halvorsen
Q8/10Viking Global Investors
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999
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Recent moves — Q4 2025
Latest quarter activity for each manager.
Warren Buffett
- LLYVKNEW
- NYTNEW
- 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.
- CVXADD +7%
- FNDNEWNew Floor & Decor position — retail bet.
- LSXMAREDUCE -84%
- AMZNREDUCE -77%
- BATRAREDUCE -48%
- AONREDUCE -12%
- POOLREDUCE -11%
- BACREDUCE -7%Still a top-5 position despite the trim.
- LILAKREDUCE -6%
- AAPLREDUCE -3%Small continued trim. Stabilizing.
Andreas Halvorsen
- CHEWYADD +147%
- GOOGLNEW
- ICENEW
- AMZNNEW
- TMONEW
- UNHNEW
- CBNEW
- PGRNEW
- TWNEW
- FIGMANEW
- LOWNEW
- IQVNEW
- METAADD +78%37.53% add — Q4's biggest META buyer.
- VADD +38%
- TSMADD +25%
- CPTADD +24%
- MSFTADD +22%Tiger-style quality compounder add.
- SEAADD +21%
- NVDAADD +18%Still leaning into AI infrastructure.
- TMUSADD +15%
- SHWADD +10%
- TSLAADD +6%
- BLKEXIT
- PFEEXIT
- NFLXEXIT
- NKEEXIT
- KKREXIT
- CMGEXIT
- EWEXIT
- CBREEXIT
- INTUEXIT
- APPEXIT
- TEVAEXIT
- JPMREDUCE -62%
- BACREDUCE -61%
- COFREDUCE -60%
- CVNAREDUCE -49%
- GMREDUCE -48%
- AONREDUCE -45%
- UBSREDUCE -30%
- HCAREDUCE -28%
- BMRNREDUCE -27%
- CSGPREDUCE -22%
- SAIAREDUCE -21%
- SCHWREDUCE -16%
- DHRREDUCE -15%
- CSXREDUCE -13%
- AMDREDUCE -11%
- BBIOREDUCE -10%
- FTVREDUCE -6%
- APIREDUCE -6%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.