whal
street
Chuck Akre
vs
Donald 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
Stock
Chuck weight
Donald weight
Chuck value
Donald 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. Del
0.1%
2.0%
$6M
$151M
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
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 Hl
2.2%
$197M
AMT
· American Tower Corp. New
0.5%
$45M
GSHD
· Goosehead Ins Inc.
0.3%
$27M
SOPH
· Sophia Genetics Sa
0.2%
$17M
Unique to Donald Yacktman
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
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 & Johnson
4.1%
$305M
FOXA
· Fox Corp.
3.9%
$296M
PG
· Procter And Gamble Co.
3.7%
$279M
UHAL
· U Haul Holding Company
3.6%
$270M
RS
· Reliance Inc.
2.8%
$211M
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Data from SEC EDGAR · whalstreet.com