Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Fairfax Financial ⇄ Viking Global Investors
3Shared positions
2.6%Name overlap (Jaccard)
15+Only Fairfax…
15+Only Viking Global…
Shared holdings · Q2 2026
| Security | Fairfax Financial weight | Viking Global… weight |
|---|---|---|
| CVS CVS Health Corp. | 10.6% | 1.1% |
| TSM Taiwan Semiconductor… | 1.7% | 4.3% |
| GM General Motors Company | 1.1% | 1.1% |
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% |
| ATS ATS Corporation | 2.7% |
| WEN The Wendy's Company | 2.5% |
| HP Helmerich & Payne… | 1.5% |
| BNS The Bank of Nova… | 1.2% |
| PFE Pfizer Inc. | 1.0% |
| MRK Merck & Co., Inc. | 0.8% |
| JNJ Johnson & Johnson | 0.7% |
| KSPI Joint Stock Company… | 0.3% |
Distinctively Viking Global…
| V Visa Inc. | 6.3% |
| APD Air Products and… | 4.0% |
| SHW The Sherwin-Williams… | 3.8% |
| FTV Fortive Corporation | 3.5% |
| META Meta Platforms, Inc. | 3.0% |
| SCHW The Charles Schwab… | 2.8% |
| TMO Thermo Fisher… | 2.8% |
| JPM JPMorgan Chase & Co. | 2.7% |
| LII Lennox International… | 2.6% |
| AMZN Amazon.com, Inc. | 2.5% |
| RACE Ferrari N.V. | 2.3% |
| CVNA Carvana Co. | 2.3% |
| MCD McDonald's Corporation | 2.2% |
| BBIO BridgeBio Pharma, Inc. | 2.1% |
| BA The Boeing Company | 2.0% |
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