Head-to-head comparison

Chris Hohn vs Chuck Akre

TCI Fund Management

Q9/10

"Concentrated activism. Quality at scale. Climate-aware capital."

7 positionsSince 2003

Akre Capital Management

Q9/10

"The three-legged stool: great business, great management, great reinvestment."

6 positionsSince 1989

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

Ticker	Company	Chris %	Chuck %
V	Visa	11.8%	14.2%
MCO	Moody's	9.4%	13.4%
META	Meta Platforms	8.2%	3.1%

Latest quarter activity for each manager.

Chris Hohn

Chuck Akre

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.