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Head-to-head comparison

Howard Marks vs Chuck Akre

Howard Marks
Oaktree Capital
Q9/10
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995
Chuck Akre
Akre Capital Management
Q9/10
"The three-legged stool: great business, great management, great reinvestment."
6 positionsSince 1989

Recent moves — Q4 2025

Latest quarter activity for each manager.

Howard Marks
  • VSTADD +18%
    Adding to Vistra — power demand from AI.
  • PRADD +15%
    Building Permian Resources.
  • TRMDADD +8%
    More Torm shipping.
Chuck Akre
  • MAADD +4%
    Adding to Mastercard — long-time core.
  • METAREDUCE -10%
    Trimming META exposure.

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