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Head-to-head comparison
Warren Buffett vs Stanley Druckenmiller
Warren Buffett
Q10/10Berkshire Hathaway
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Stanley Druckenmiller
Q9/10Duquesne Family Office
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
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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.
Stanley Druckenmiller
- GOOGLADD +277%
- SEAADD +244%
- ALCOANEW
- ENTGNEW
- DELLNEW
- ONNEW
- GSNEW
- RHNEW
- ARGANNEW
- DASHNEW
- PFENEW
- AMZNADD +92%
- CMGADD +68%
- CPNGADD +46%
- PLTRADD +45%Bigger Palantir position — AI software thesis.
- COHRADD +22%Building Coherent further — optical networking.
- CRHADD +21%
- QSRADD +7%
- METAEXIT
- BACEXIT
- CRSEXIT
- CEXIT
- EQTEXIT
- GEVEXIT
- VSTEXIT
- DHIEXIT
- LENEXIT
- LSXMAEXIT
- SPGIEXIT
- ARMEXIT
- NUEXIT
- PDDEXIT
- STXEXIT
- COFEXIT
- MNSTEXIT
- TEVAREDUCE -65%
- UREDUCE -54%
- IVVREDUCE -47%
- INSMREDUCE -39%
- CLFREDUCE -36%
- TSMREDUCE -29%
- ROKUREDUCE -29%
- NVDAREDUCE -25%Continuing to trim the NVDA home run. Taking profits.
- NTRAREDUCE -24%
- MELIREDUCE -19%
- MSFTREDUCE -10%Partial Microsoft trim.
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.