Chuck Akre · Polen Capital
what they both own
Both Chuck Akre (Akre Capital Management) and Polen Capital (Polen Capital Management) hold 6 of the same stocks per their latest 13F filings — a Jaccard overlap of 12.8% across portfolios of 17 and 36 positions. Combined position weight in shared names: 77.8% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Chuck Akre's portfolio weight + Polen Capital'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 | Capital | Joint | ConvictionScore |
|---|---|---|---|---|
| MA | 18.6% | 5.3% | 23.9% | 0 |
| BN | 11.2% | 5.8% | 17.0% | 0 |
| V | 8.1% | 5.1% | 13.2% | 0 |
| CSGP | 6.8% | 3.5% | 10.3% | 0 |
| NOW | 1.9% | 5.3% | 7.2% | 0 |
| ABNB | 4.2% | 2.0% | 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.