Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Fairfax Financial ⇄ Group One Trading Llc
17Shared positions
0.9%Name overlap (Jaccard)
15+Only Fairfax…
15+Only Group One…
Shared holdings · Q2 2026
| Security | Fairfax Financial weight | Group One Trading… weight |
|---|---|---|
| KHC The Kraft Heinz Company | 12.8% | 0.2% |
| UAA Under Armour, Inc. | 11.0% | 0.3% |
| CLF Cleveland-Cliffs Inc. | 5.3% | 0.1% |
| UA Under Armour, Inc. | 5.2% | 0.0% |
| TSM Taiwan Semiconductor… | 1.7% | 2.7% |
| TAP Molson Coors Beverage… | 2.9% | 0.0% |
| WEN The Wendy's Company | 2.5% | 0.1% |
| PFE Pfizer Inc. | 1.0% | 0.6% |
| WBD Warner Bros. Discovery… | 0.1% | 0.3% |
| KSPI Joint Stock Company… | 0.3% | 0.0% |
| LULU Lululemon Athletica Inc. | 0.1% | 0.1% |
| CPRI Capri Holdings Limited | 0.1% | 0.0% |
| DPZ Domino's Pizza, Inc. | 0.1% | 0.0% |
| EA Electronic Arts Inc. | 0.0% | 0.0% |
| PENN PENN Entertainment, Inc. | 0.0% | 0.0% |
| IGT International Game… | 0.0% | 0.0% |
| MX | 0.0% | 0.0% |
Distinctively Fairfax Financial
| ORLA Orla Mining Ltd. | 21.5% |
| EGO Eldorado Gold… | 16.2% |
| CVS CVS Health Corp. | 10.6% |
| ATS ATS Corporation | 2.7% |
| HP Helmerich & Payne… | 1.5% |
| BNS The Bank of Nova… | 1.2% |
| GM General Motors Company | 1.1% |
| MRK Merck & Co., Inc. | 0.8% |
| JNJ Johnson & Johnson | 0.7% |
| RCI Rogers Communications… | 0.2% |
| GTX Garrett Motion Inc. | 0.1% |
| CNI Canadian National… | 0.1% |
| CIGI Colliers… | 0.1% |
| BRK-A Berkshire Hathaway… | 0.0% |
| CPAC | 0.0% |
Distinctively Group One Trading Llc
| DRAM Roundhill Memory ETF | 3.1% |
| MU Micron Technology… | 2.4% |
| URA Global X - Uranium ETF | 2.3% |
| MRVL Marvell Technology… | 1.6% |
| UNH UnitedHealth Group… | 1.5% |
| KKR KKR & Co. Inc. | 1.3% |
| BKNG Booking Holdings Inc. | 1.0% |
| URNM | 0.9% |
| OSCR Oscar Health, Inc. | 0.9% |
| CI Cigna Corporation | 0.7% |
| FCEL FuelCell Energy, Inc. | 0.7% |
| MAR Marriott… | 0.7% |
| CHTR Charter… | 0.7% |
| PDD PDD Holdings Inc. | 0.7% |
| DASH DoorDash, Inc. | 0.7% |
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