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Cross-fund

Compare two funds

Where do these two managers overlap, and where do they diverge? Common holdings ranked by combined exposure, plus the largest positions unique to each.

Not available for compare (2 funds pending snapshot coverage): Trian Fund Management, Starboard Value. See /universe for the full tracked list.

Overlap
2
Held by both
Only in A
27
Berkshire Hathaway
Only in B
42
D1 Capital Partners
Combined overlap (entry-time)
$5.51B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockBerkshire HathawayD1 Capital PartnersCombined
GOOGLALPHABET INC
$4.34B$134.84M$4.47B
COFCAPITAL ONE FINL CORP
$954.1M$86.84M$1.04B

Only in Berkshire Hathaway

Top 20 by current entry value
  • KHCKRAFT HEINZ CO
    $22.98B
    -48%
  • BACBANK AMER CORP
    $17.21B
    +144%
  • KOCOCA COLA CO
    $16.04B
    +199%
  • AXPAMERICAN EXPRESS CO
    $11.33B
    +396%
  • OXYOCCIDENTAL PETE CORP
    $7.74B
    -7%
  • H1467J104CHUBB LIMITED
    $6.72B
  • CVXCHEVRON CORP NEW
    $4.1B
    +151%
  • DALDELTA AIR LINES INC
    $2.65B
    +14%
  • SIRISIRIUS XM HOLDINGS INC
    $2.49B
    +14%
  • DVADAVITA HEALTHCARE PARTNERS I
    $1.81B
    +234%
  • MCOMOODYS CORP
    $1.52B
    +703%
  • STZCONSTELLATION BRANDS INC
    $1.24B
    -14%
  • AAPLAPPLE INC
    $1.07B
    +1373%
  • GOOGALPHABET INC
    $1.03B
    -8%
  • LLYVKLIBERTY LIVE HOLDINGS INC
    $907.91M
    +5%
  • NUENUCOR CORP
    $856.79M
    +81%
  • LENLENNAR CORP
    $779.69M
    -30%
  • KRKROGER CO
    $549.07M
    +150%
  • VRSNVERISIGN INC
    $486.68M
    +530%
  • LLYVALIBERTY LIVE HOLDINGS INC
    $406.41M
    +5%

Only in D1 Capital Partners

Top 20 by current entry value
  • CARTMAPLEBEAR INC
    $858.25M
    +60%
  • NUNU HLDGS LTD
    $372.05M
  • G4253H101JAMES HARDIE INDS PLC
    $364.95M
  • TMOTHERMO FISHER SCIENTIFIC INC
    $356.36M
    +9%
  • SGISOMNIGROUP INTERNATIONAL INC
    $346.57M
    +8%
  • SCHWSCHWAB CHARLES CORP
    $340.96M
    +1%
  • SHWSHERWIN WILLIAMS CO
    $311.76M
    -20%
  • AMZNAMAZON COM INC
    $309.42M
    +28%
  • MELIMERCADOLIBRE INC
    $301M
    -19%
  • XPOXPO INC
    $271.53M
    +86%
  • SESEA LTD
    $231.03M
    -34%
  • SPOTSPOTIFY TECHNOLOGY S A
    $229.9M
  • AVGOBROADCOM INC
    $220.18M
    +39%
  • CPNGCOUPANG INC
    $219.23M
    +3%
  • DASHDOORDASH INC
    $215.84M
    -2%
  • CVNACARVANA CO
    $210.14M
    -4%
  • MLMMARTIN MARIETTA MATLS INC
    $190.06M
    +3%
  • RDDTREDDIT INC
    $187.56M
    +49%
  • APOAPOLLO GLOBAL MGMT INC
    $174.76M
    -8%
  • JCIJOHNSON CTLS INTL PLC
    $162.2M
Caveats
  • “Held” means the fund's most recent snapshot trade for that CUSIP is open. Heavy funds (RenTech, Citadel, Two Sigma, Soros) use only the last 8 quarters of snapshots, so very-long-held positions outside that window won't appear.
  • Dollar values are entry-time amounts from the snapshot — useful for ranking, not for current mark-to-market sizing.
  • Options and ADRs are excluded by the snapshot trade engine.
  • Sector overlap and add/trim disagreement charts are planned once the reference-data layer ships.