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Head-to-head comparison

Seth Klarman vs Chuck Akre

Seth Klarman
Baupost Group
Q9/10
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
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.

Seth Klarman
  • GOOGADD +40%
    Building out new Alphabet position.
  • VSTADD +25%
    Aggressive Vistra add — AI data center demand thesis.
  • WBDREDUCE -12%
    Continued Warner Bros. profit-taking.
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.