Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Chuck Akre % | Warren Buffett % |
|---|---|---|
| MOODYS CORP | 9.7% | 4.6% |
| MASTERCARD INCORPORATED | 18.8% | 0.8% |
| VISA INC | 10.3% | 1.1% |
Chuck Akre runs Akre Capital Management, LLC ($9.12B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 3 common positions, with 15 names unique to Chuck Akre's book and 36 unique to Warren Buffett's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
