whalstreet

Chuck AkrevsWallace 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
StockChuck weightWallace weightChuck valueWallace 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. Del0.1%8.5%$6M$144M
DHR · Danaher Corporation0.2%7.0%$16M$118M
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
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 Hl2.2%$197M
AMT · American Tower Corp. New0.5%$45M
GSHD · Goosehead Ins Inc.0.3%$27M
Unique to Wallace Weitz
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.6.5%$109M
TMO · Thermo Fisher Scientific Inc.4.6%$78M
AON · Aon Plc4.6%$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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★ WatchlistData from SEC EDGAR · whalstreet.com