Skip to main content
HoldLens logoHoldLens
Portfolio overlap · pairwise 13F intersection

Chuck Akre · Stephen Mandel
what they both own

Both Chuck Akre (Akre Capital Management) and Stephen Mandel (Lone Pine Capital) hold 4 of the same stocks per their latest 13F filings — a Jaccard overlap of 10.8% across portfolios of 17 and 24 positions. Combined position weight in shared names: 52.1% of each investor's portfolio capacity.

4
Shared tickers
10.8%
Jaccard overlap
52.1%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Chuck Akre's portfolio weight + Stephen Mandel'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).

TickerAkreMandelJointConvictionScore
MA18.6%0.2%18.8%0
BN11.2%3.6%14.8%0
KKR10.1%0.1%10.2%0
V8.1%0.2%8.3%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.