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Head-to-head comparison
Warren Buffett vs Stephen Mandel
Warren Buffett
Q10/10Berkshire Hathaway
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Stephen Mandel
Q9/10Lone Pine Capital
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
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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.
Stephen Mandel
- ASMLNEW
- DASHNEW
- CRSNEW
- THCNEW
- ENTGNEW
- MANEW
- BSXNEW
- HLTNEW
- SPOTNEW
- VNEW
- BNADD +50%
- KKRADD +23%
- NUADD +17%
- VSTADD +11%
- TLNADD +8%
- METAADD +3%Small add — already a top Lone Pine position.
- FTNTNEWNew Fortinet cybersecurity position.
- SBUXEXIT
- EQTEXIT
- FLUTEXIT
- SEAEXIT
- CIENAEXIT
- EQIXEXIT
- BKNGREDUCE -85%
- PFEREDUCE -43%
- APPREDUCE -30%
- AMZNREDUCE -14%
- COFREDUCE -11%
- LPLAREDUCE -8%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.