whal
street
Chuck Akre
vs
Wallace Weitz
Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Chuck Akre
Akre Capital Management LLC
AUM
$9.1B
Positions
18
Shared %
41.8%
Whale B
Wallace Weitz
Weitz Investment Management, Inc.
AUM
$1.7B
Positions
44
Shared %
30.3%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
Stock
Chuck weight
Wallace weight
Chuck value
Wallace value
MA
· Mastercard Inc.
18.8%
5.3%
$1.7B
$89M
V
· Visa, Inc.
10.3%
5.6%
$939M
$95M
CSGP
· Costar Group Inc.
7.1%
2.9%
$647M
$48M
ROP
· Roper Technologies Inc.
5.4%
1.0%
$492M
$16M
BRK-B
· Berkshire Hathaway Inc. Del
0.1%
8.5%
$6M
$144M
DHR
· Danaher Corporation
0.2%
7.0%
$16M
$118M
Unique to Chuck Akre
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
BN
· Brookfield Corp.
13.5%
$1.2B
KKR
· Kkr & Co. Inc.
11.3%
$1.0B
MCO
· Moodys Corp.
9.7%
$886M
ORLY
· Oreilly Automotive Inc.
6.7%
$613M
ABNB
· Airbnb Inc.
5.2%
$471M
FICO
· Fair Isaac Corp.
5.1%
$469M
CPRT
· Copart Inc.
3.4%
$308M
CCC
· Ccc Intelligent Solutions Hl
2.2%
$197M
AMT
· American Tower Corp. New
0.5%
$45M
GSHD
· Goosehead Ins Inc.
0.3%
$27M
Unique to Wallace Weitz
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
GOOG
· Alphabet Inc.
6.5%
$109M
TMO
· Thermo Fisher Scientific Inc.
4.6%
$78M
AON
· Aon Plc
4.6%
$77M
META
· Meta Platforms, Inc.
4.3%
$72M
MSFT
· Microsoft Corp.
4.2%
$71M
IEX
· Idex Corp.
4.1%
$70M
VMC
· Vulcan Matls Co.
3.6%
$60M
AMZN
· Amazon Com Inc.
3.0%
$51M
TECH
· Bio-Techne Corp.
2.8%
$47M
EFX
· Equifax Inc.
2.8%
$47M
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Data from SEC EDGAR · whalstreet.com