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Head-to-head comparison

Warren Buffett vs Jeffrey Ubben

Berkshire Hathaway

Q10/10

"Buy wonderful companies at fair prices. Hold forever."

10 positionsSince 1965

ValueAct Capital

Q8/10

"Constructive activism. Partner with management, not fight them."

5 positionsSince 2000

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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%
FNDNEW
New 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.

Jeffrey Ubben

METAADD +10%
Activist continuing to build META exposure.
ENPHNEW
New solar position.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.