Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Fairfax Financial ⇄ Clearbridge Investments, LLC
12Shared positions
1.7%Name overlap (Jaccard)
15+Only Fairfax…
15+Only Clearbridge…
Shared holdings · Q2 2026
| Security | Fairfax Financial weight | Clearbridge… weight |
|---|---|---|
| CVS CVS Health Corp. | 10.6% | 0.7% |
| TSM Taiwan Semiconductor… | 1.7% | 1.9% |
| ATS ATS Corporation | 2.7% | 0.0% |
| JNJ Johnson & Johnson | 0.7% | 1.1% |
| BNS The Bank of Nova Scotia | 1.2% | 0.1% |
| GM General Motors Company | 1.1% | 0.0% |
| PFE Pfizer Inc. | 1.0% | 0.0% |
| MRK Merck & Co., Inc. | 0.8% | 0.1% |
| CNI Canadian National Railway… | 0.1% | 0.6% |
| RCI Rogers Communications Inc. | 0.2% | 0.0% |
| CIGI Colliers International… | 0.1% | 0.0% |
| BRK-A Berkshire Hathaway Inc. | 0.0% | 0.1% |
Distinctively Fairfax Financial
| ORLA Orla Mining Ltd. | 21.5% |
| EGO Eldorado Gold… | 16.2% |
| KHC The Kraft Heinz… | 12.8% |
| UAA Under Armour, Inc. | 11.0% |
| CLF Cleveland-Cliffs Inc. | 5.3% |
| UA Under Armour, Inc. | 5.2% |
| TAP Molson Coors Beverage… | 2.9% |
| WEN The Wendy's Company | 2.5% |
| HP Helmerich & Payne… | 1.5% |
| KSPI Joint Stock Company… | 0.3% |
| GTX Garrett Motion Inc. | 0.1% |
| WBD Warner Bros.… | 0.1% |
| DPZ Domino's Pizza, Inc. | 0.1% |
| CPRI Capri Holdings Limited | 0.1% |
| LULU Lululemon Athletica… | 0.1% |
Distinctively Clearbridge…
| NVDA NVIDIA Corporation | 5.4% |
| GOOGL Alphabet Inc. | 3.4% |
| AAPL Apple Inc. | 3.4% |
| AMZN Amazon.com, Inc. | 2.4% |
| AVGO Broadcom Inc. | 2.3% |
| MSFT Microsoft Corporation | 1.9% |
| V Visa Inc. | 1.8% |
| META Meta Platforms, Inc. | 1.8% |
| WMB The Williams… | 1.5% |
| ASML ASML Holding N.V. | 1.5% |
| PANW Palo Alto Networks… | 1.2% |
| JPM JPMorgan Chase & Co. | 1.1% |
| LIN Linde plc | 1.1% |
| TXN Texas Instruments… | 1.0% |
| VRTX Vertex… | 1.0% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology