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Head-to-head comparison

Seth Klarman vs Chuck Akre

Baupost Group

Q9/10

"Margin of safety. Cash is a position. Patience pays."

6 positionsSince 1982

Akre Capital Management

Q9/10

"The three-legged stool: great business, great management, great reinvestment."

6 positionsSince 1989

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Recent moves — Q4 2025

Latest quarter activity for each manager.

Seth Klarman

QSRNEW
AMZNNEW
WTWNEW
ELVNEW
UNPNEW
WCCNEW
FNFNEW
DGNEW
FERGNEW
LBTYKNEW
FENEW
CRHNEW
HLFNEW
MOHNEW
GOOGADD +40%
Building out new Alphabet position.
VSTADD +25%
Aggressive Vistra add — AI data center demand thesis.
WBDREDUCE -12%
Continued Warner Bros. profit-taking.

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.