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Head-to-head comparison

Jeffrey Ubben vs Chuck Akre

Jeffrey Ubben
ValueAct Capital
Q8/10
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000
Chuck Akre
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.

TickerJeffrey %Chuck %
META8.1%3.1%
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Recent moves — Q1 2026

Latest quarter activity for each manager.

No tracked moves for Jeffrey this quarter.
Chuck Akre
  • CRMNEW
  • NOWNEW
  • FICOADD +31%
  • CCCSADD +27%
  • GSHDADD +19%
  • ROPADD +14%
  • CSGPADD +8%
  • DHREXIT
  • CARGEXIT
  • AMTREDUCE -80%
  • ORLYREDUCE -42%
  • ABNBREDUCE -41%
  • VREDUCE -39%
  • BNREDUCE -37%
  • MCOREDUCE -28%
  • MAREDUCE -24%
  • KKRREDUCE -17%
  • BRK.BREDUCE -13%

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