whalstreet

Chuck AkrevsGuy Spier

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Chuck Akre
Akre Capital Management LLC
AUM
$9.1B
Positions
18
Shared %
28.6%
Whale B
Guy Spier
Aquamarine Zurich Ag
AUM
$135M
Positions
7
Shared %
58.0%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockChuck weightGuy weightChuck valueGuy value
MA · Mastercard Inc.18.8%14.8%$1.7B$20M
MCO · Moodys Corp.9.7%8.7%$886M$12M
BRK-B · Berkshire Hathaway Inc. Del0.1%34.6%$6M$47M
Unique to Chuck Akre
Top 10 by value held — not in the other's portfolio
StockWeightValue
BN · Brookfield Corp.13.5%$1.2B
KKR · Kkr & Co. Inc.11.3%$1.0B
V · Visa, Inc.10.3%$939M
CSGP · Costar Group Inc.7.1%$647M
ORLY · Oreilly Automotive Inc.6.7%$613M
ROP · Roper Technologies Inc.5.4%$492M
ABNB · Airbnb Inc.5.2%$471M
FICO · Fair Isaac Corp.5.1%$469M
CPRT · Copart Inc.3.4%$308M
CCC · Ccc Intelligent Solutions Hl2.2%$197M
Unique to Guy Spier
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del15.9%$22M
AXP · American Express Co.14.5%$20M
RACE · Ferrari N V7.4%$10M
DJCO · Daily Journal Corp.4.1%$6M
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★ WatchlistData from SEC EDGAR · whalstreet.com