whalstreet

Chuck AkrevsTom Gayner

Side-by-side current 13F portfolio comparison · 8 shared positions
Whale A
Chuck Akre
Akre Capital Management LLC
AUM
$9.1B
Positions
18
Shared %
69.0%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
16.2%
Common holdings · 8
Stocks both whales currently hold — sorted by combined value
StockChuck weightTom weightChuck valueTom value
MA · Mastercard Inc.18.8%0.9%$1.7B$104M
BN · Brookfield Corp.13.5%4.4%$1.2B$529M
V · Visa, Inc.10.3%2.5%$939M$304M
KKR · Kkr & Co. Inc.11.3%1.1%$1.0B$134M
MCO · Moodys Corp.9.7%0.8%$886M$93M
BRK-B · Berkshire Hathaway Inc. Del0.1%6.1%$6M$734M
ABNB · Airbnb Inc.5.2%0.3%$471M$31M
KMX · Carmax Inc.0.1%0.0%$6M$6M
Unique to Chuck Akre
Top 10 by value held — not in the other's portfolio
StockWeightValue
CSGP · Costar Group Inc.7.1%$647M
ORLY · Oreilly Automotive Inc.6.7%$613M
ROP · Roper Technologies Inc.5.4%$492M
FICO · Fair Isaac Corp.5.1%$469M
CPRT · Copart Inc.3.4%$308M
CCC · Ccc Intelligent Solutions Hl2.2%$197M
AMT · American Tower Corp. New0.5%$45M
GSHD · Goosehead Ins Inc.0.3%$27M
SOPH · Sophia Genetics Sa0.2%$17M
DHR · Danaher Corporation0.2%$16M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
GOOG · Alphabet Inc.6.6%$789M
DE · Deere & Co.4.1%$495M
AMZN · Amazon Com Inc.3.5%$423M
ADI · Analog Devices Inc.2.7%$326M
AAPL · Apple Inc.2.6%$311M
GS · Goldman Sachs Group Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
CAT · Caterpillar Inc.2.0%$233M
WSO · Watsco Inc.1.8%$212M
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★ WatchlistData from SEC EDGAR · whalstreet.com