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Head-to-head comparison

Warren Buffett vs Seth Klarman

Berkshire Hathaway

Q10/10

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

10 positionsSince 1965

Baupost Group

Q9/10

"Margin of safety. Cash is a position. Patience pays."

6 positionsSince 1982

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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.

Seth Klarman

QSRNEW
AMZNNEW
WTWNEW
ELVNEW
UNPNEW
WCCNEW
FNFNEW
DGNEW
FERGNEW
LBTYKNEW
FENEW
CRHNEW
HLFNEW
MOHNEW
GOOGADD +40%
Building out new Alphabet position.
VSTADD +25%
Aggressive Vistra add — AI data center demand thesis.
WBDREDUCE -12%
Continued Warner Bros. profit-taking.

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