13F / manager view

How similar are
these two books?

PMCIOQuantLPGP
Compare complete normalized common-stock issuer overlap across Q1 and Q2, then inspect opposing actions in the bounded Q2 evidence window.
  • Q1 → Q2 2026
  • 16 managers
  • Common stock only
Pair selector

Choose two different managers. Each pair has a permanent URL. Cohort badges stay visible so unlike books are not read as equivalent conviction.

FundamentalBerkshire Hathaway
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
FundamentalElliott Investment Management
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
Berkshire Hathaway26issuers in coverage
Elliott Investment Management17issuers in coverage
01 / portfolio similarityfull normalized common books · Q1 and Q2
Fundamental · same-cohort comparison
Q2 shared issuers
0
of 43 in the union
Q2 issuer overlap
0.0%
Jaccard · shared / union
Q2 weighted overlap
0.0%
sum of smaller normalized weights
Q1 → Q2 weighted change
0.0 pp
Q1 0.0%
Q1 → Q2 issuer change
0.0 pp
Q1 0.0%

Similarity describes disclosed common-stock issuer overlap. It does not measure live exposure, intent, conviction or fund returns.

These managers have no shared Q2 common issuers.

02 / bounded action windowcurrent common issuers within coverage
Shared current issuers within coverage
0
Left-only current issuers within coverage
26
Right-only current issuers within coverage
17
Opposing actions
0
03 / opposing actionssame issuer · opposite direction

No opposing actions in this coverage.

04 / side-by-side coveragetop 50 displayed
Issuer values by manager
IssuerBerkshire HathawayElliott Investment Management
APPLE INCCUSIP prefix 037833unchanged227,917,808 shares · $65,950,296,923Not in coverage
AMERICAN EXPRESS COCUSIP prefix 025816unchanged151,610,700 shares · $51,282,319,275Not in coverage
ALPHABET INCCUSIP prefix 02079Kincreased105,979,600 shares · $37,764,088,383Not in coverage
COCA COLA COCUSIP prefix 191216unchanged400,000,000 shares · $32,508,000,000Not in coverage
BANK OF AMER CORPCUSIP prefix 060505decreased483,394,015 shares · $27,543,790,975Not in coverage
CHEVRON CORPORATIONCUSIP prefix 166764unchanged84,375,856 shares · $13,986,141,890Not in coverage
OCCIDENTAL PETE CORPCUSIP prefix 674599unchanged264,941,431 shares · $12,868,205,304Not in coverage
CHUBB LIMITEDCUSIP prefix H1467Junchanged34,249,183 shares · $11,670,066,615Not in coverage
MOODYS CORPCUSIP prefix 615369unchanged24,669,778 shares · $11,173,435,852Not in coverage
KRAFT HEINZ COCUSIP prefix 500754unchanged325,634,818 shares · $7,691,494,401Not in coverage
DAVITA INCCUSIP prefix 23918Kdecreased28,880,209 shares · $6,425,268,898Not in coverage
DELTA AIR LINES INCCUSIP prefix 247361increased57,320,000 shares · $5,368,591,200Not in coverage
TRIPLE FLAG PRECIOUS METALCUSIP prefix 89679MNot in coveragedecreased133,241,535 shares · $3,993,248,804
SIRIUSXM HOLDINGS INCCUSIP prefix 829933unchanged124,807,117 shares · $3,686,802,237Not in coverage
PHILLIPS 66CUSIP prefix 718546Not in coverageunchanged19,251,000 shares · $3,254,381,550
VERISIGN INCCUSIP prefix 92343Eunchanged8,989,880 shares · $2,261,494,212Not in coverage
KROGER COCUSIP prefix 501044decreased39,000,000 shares · $2,165,670,000Not in coverage
LIBERTY LIVE HOLDINGS INCCUSIP prefix 530909unchanged15,573,731 shares · $1,623,367,688Not in coverage
SUNCOR ENERGY INC NEWCUSIP prefix 867224Not in coveragedecreased29,454,000 shares · $1,581,090,720
HEWLETT PACKARD ENTERPRISE CCUSIP prefix 42824CNot in coverageincreased32,271,985 shares · $1,455,789,243
SOUTHWEST AIRLS COCUSIP prefix 844741Not in coveragedecreased24,308,000 shares · $1,249,917,360
ALLY FINL INCCUSIP prefix 02005Ndecreased27,000,000 shares · $1,240,650,000Not in coverage
LENNAR CORPCUSIP prefix 526057increased13,409,858 shares · $1,212,927,402Not in coverage
NEW YORK TIMES CO MTN BECUSIP prefix 650111increased15,700,000 shares · $1,098,686,000Not in coverage
UNITI GROUP LLCCUSIP prefix 912932Not in coverageunchanged59,012,219 shares · $676,870,152
CAPITAL ONE FINL CORPCUSIP prefix 14040Hdecreased3,000,000 shares · $601,860,000Not in coverage
PINTEREST INCCUSIP prefix 72352LNot in coverageunchanged28,000,000 shares · $588,840,000
LOUISIANA PAC CORPCUSIP prefix 546347unchanged5,664,793 shares · $445,592,617Not in coverage
NUCOR CORPCUSIP prefix 670346decreased1,857,752 shares · $413,814,258Not in coverage
ETSY INCCUSIP prefix 29786ANot in coverageunchanged5,000,000 shares · $376,650,000
NORWEGIAN CRUISE LINE HLDGSCUSIP prefix G66721Not in coverageincreased14,686,000 shares · $310,021,460
MACYS INCCUSIP prefix 55616Pincreased7,347,426 shares · $173,031,882Not in coverage
PEPSICO INCCUSIP prefix 713448Not in coverageunchanged1,275,000 shares · $172,635,000
SEADRILL LTDCUSIP prefix G7997WNot in coveragedecreased4,439,681 shares · $167,908,735
EQUINIX INCCUSIP prefix 29444UNot in coverageunchanged150,000 shares · $156,358,500
SYNOPSYS INCCUSIP prefix 871607Not in coveragenew227,500 shares · $101,480,925
OR ROYALTIES INC.CUSIP prefix 68390DNot in coverageunchanged3,111,000 shares · $98,400,930
TRANSOCEAN LTDCUSIP prefix H8817HNot in coverageunchanged15,626,834 shares · $76,415,218
NVR INCCUSIP prefix 62944Tunchanged11,112 shares · $75,710,501Not in coverage
JEFFERIES FINANCIAL GROUP INCUSIP prefix 47233Wunchanged433,558 shares · $21,669,229Not in coverage
HDFC BANK LTDCUSIP prefix 40415FNot in coverageunchanged797,085 shares · $20,588,706
QUANTINUUM INCCUSIP prefix 74768ANot in coveragenew150,000 shares · $12,261,000
D R HORTON INCCUSIP prefix 23331Anew3,564 shares · $580,504Not in coverage
Coverage / method

Similarity metrics use the complete normalized common-stock issuer book for each manager in Q1 and Q2. The action tables provide a separate bounded evidence window. Each manager contributes up to 100 current Q2 common issuers by reported value. The window also includes featured issuers that the manager holds or changed. Both views exclude CALL and PUT rows.

05 / more comparisonssame-manager pair pages · permanent canonical URLs

Berkshire Hathaway vs

Elliott Investment Management vs