whalstreet

Chuck AkrevsDonald Yacktman

Side-by-side current 13F portfolio comparison · 6 shared positions
Whale A
Chuck Akre
Akre Capital Management LLC
AUM
$9.1B
Positions
18
Shared %
47.4%
Whale B
Donald Yacktman
Yacktman Asset Management LP
AUM
$7.5B
Positions
76
Shared %
2.3%
Common holdings · 6
Stocks both whales currently hold — sorted by combined value
StockChuck weightDonald weightChuck valueDonald value
MA · Mastercard Inc.18.8%0.1%$1.7B$6M
V · Visa, Inc.10.3%0.0%$939M$221K
MCO · Moodys Corp.9.7%0.1%$886M$5M
FICO · Fair Isaac Corp.5.1%0.1%$469M$7M
CPRT · Copart Inc.3.4%0.0%$308M$4M
BRK-B · Berkshire Hathaway Inc. Del0.1%2.0%$6M$151M
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
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
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
Unique to Donald Yacktman
Top 10 by value held — not in the other's portfolio
StockWeightValue
136385101 · Canadian Nat Res Ltd.10.7%$806M
MSFT · Microsoft Corp.4.9%$368M
808513105 · Schwab Charles Corp.4.9%$367M
GOOG · Alphabet Inc.4.3%$323M
PEP · Pepsico Inc.4.2%$315M
JNJ · Johnson & Johnson4.1%$305M
FOXA · Fox Corp.3.9%$296M
PG · Procter And Gamble Co.3.7%$279M
UHAL · U Haul Holding Company3.6%$270M
RS · Reliance Inc.2.8%$211M
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★ WatchlistData from SEC EDGAR · whalstreet.com