Chuck Akre · Dev Kantesaria
what they both own
Both Chuck Akre (Akre Capital Management) and Dev Kantesaria (Valley Forge Capital) hold 4 of the same stocks per their latest 13F filings — a Jaccard overlap of 21.1% across portfolios of 17 and 6 positions. Combined position weight in shared names: 130.3% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Chuck Akre's portfolio weight + Dev Kantesaria'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 | Akre | Kantesaria | Joint | ConvictionScore |
|---|---|---|---|---|
| MA | 18.6% | 28.3% | 46.9% | 0 |
| FICO | 6.3% | 31.3% | 37.6% | 0 |
| MCO | 8.9% | 21.9% | 30.8% | 0 |
| V | 8.1% | 6.9% | 15.0% | 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.