Bill Nygren · Chuck Akre
what they both own
Both Bill Nygren (Oakmark Funds) and Chuck Akre (Akre Capital Management) hold 5 of the same stocks per their latest 13F filings — a Jaccard overlap of 8.3% across portfolios of 48 and 17 positions. Combined position weight in shared names: 48.8% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Bill Nygren's portfolio weight + Chuck Akre's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).
| Ticker | Nygren | Akre | Joint | ConvictionScore |
|---|---|---|---|---|
| MA | 0.1% | 18.6% | 18.7% | 0 |
| V | 0.3% | 8.1% | 8.4% | 0 |
| ROP | 0.8% | 7.3% | 8.1% | 0 |
| ABNB | 3.2% | 4.2% | 7.4% | 0 |
| CRM | 3.7% | 2.5% | 6.2% | 0 |
Compare individually
Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.