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Head-to-head comparison
Warren Buffett vs Lee Ainslie
Warren Buffett
Q10/10Berkshire Hathaway
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Lee Ainslie
Q8/10Maverick Capital
"Long-short equity, deep fundamental, team-based research."
5 positionsSince 1993
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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.
Lee Ainslie
- DHRADD +1100%
- UNPADD +107%
- CMGNEW
- CEGNEW
- BABANEW
- APINEW
- SPOTNEW
- PGRNEW
- TMONEW
- CSXNEW
- METAADD +50%Big META add — conviction build.
- NFLXADD +35%Adding Netflix.
- BNADD +33%
- LYVADD +28%
- CRHADD +20%
- VSTADD +7%
- SPGEXIT
- FLUTEXIT
- APOEXIT
- TLNEXIT
- JEXIT
- FNDEXIT
- TSMREDUCE -61%
- PDDREDUCE -26%
- AMZNREDUCE -23%
- COFREDUCE -21%
- MSFTREDUCE -16%
- LPLAREDUCE -14%
- CRSREDUCE -8%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.