Head-to-head comparison

Chuck Akre vs Terry Smith

Chuck Akre

Akre Capital Management

Q9/10

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

6 positionsSince 1989

Terry Smith

Fundsmith

Q9/10

"Buy good companies. Don't overpay. Do nothing."

6 positionsSince 2010

Shared conviction

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

Ticker	Company	Chuck %	Terry %
MA	Mastercard	17.8%	9.8%
META	Meta Platforms	3.1%	6.5%
V	Visa	14.2%	5.4%

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Recent moves — Q2 2026

Latest quarter activity for each manager.

Chuck Akre

NOWADD +14%
CSGPADD +13%
ORLYREDUCE -44%
ABNBREDUCE -42%
AMTREDUCE -42%
VREDUCE -32%
BNREDUCE -29%
KKRREDUCE -26%
BRK.BREDUCE -21%
MAREDUCE -13%
MCOREDUCE -7%
ROPREDUCE -6%

Terry Smith

MANEW
UBERNEW
TSMNEW
NFLXNEW
GEVNEW
APPNEW
NXTNEW
TJXNEW
VEEVNEW
YUMNEW
FICONEW
IDCCNEW
ORLYNEW
NSSCADD +58%
MANHADD +43%
BMIADD +23%
MTDEXIT
ZTSEXIT
OTISEXIT
QLYSEXIT

+ 19 more moves this quarter (showing the 20 highest-conviction)

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

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham

The Intelligent Investor

The foundational text. Buffett calls it 'by far the best book about investing ever written.'

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Benjamin Graham & David Dodd

Security Analysis

The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.

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See the full investing reading list