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Head-to-head comparison

Li Lu vs Chuck Akre

Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997
Chuck Akre
Akre Capital Management
Q9/10
"The three-legged stool: great business, great management, great reinvestment."
6 positionsSince 1989

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerLi %Chuck %
META11.8%3.1%
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Recent moves — Q4 2025

Latest quarter activity for each manager.

Li Lu
  • CROCSNEW
  • METAADD +15%
    Adding to the compounder.
  • BACADD +12%
    Doubling down further on BAC.
Chuck Akre
  • CPRTADD +86%
  • CCCSADD +53%
  • BNADD +40%
  • FICOADD +6%
  • MAADD +4%
    Adding to Mastercard — long-time core.
  • VRSKEXIT
  • DHRREDUCE -92%
  • AMTREDUCE -42%
  • ORLYREDUCE -22%
  • MCOREDUCE -18%
  • BRK.BREDUCE -15%
  • METAREDUCE -10%
    Trimming META exposure.
  • VREDUCE -10%

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.