Chuck Akre's Portfolio

Akre Capital Management 13F holdings

What is Chuck Akre's portfolio?

Akre Capital Management has disclosed a total of 18 security holdings in their (2023 Q4) SEC 13F filing(s) with portfolio value of $11,884,542,493.

What stocks does Chuck Akre own?

In Chuck Akre's portfolio as of 31 Dec 2023, the top 5 holdings are (MA) MASTERCARD INC - A (18.17%), (MCO) MOODY'S CORP (15.70%), (AMT) AMERICAN TOWER CORP (12.36%), (KKR) KKR & CO INC (11.61%) and (ORLY) O'REILLY AUTOMOTIVE INC (8.15%).

To see the historical data of Akre Capital Management's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Akre Capital Management's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $11B+
Period: 2023 Q4
Number of stock: 18
Update: 09 Feb 2024
AMT
12.36%
6,804,599
$215.88
20.79% $171.00
$1,468,976,832
+0.54% (+36,375)
+0.07%
BRK.B
0.05%
16,560
$356.66
12.12% $399.89
$5,906,290
-3.21% (-550)
-0.00%
BAM
1.17%
3,455,966
$40.17
4.36% $38.42
$138,826,154
-0.23% (-7,906)
-0.00%
BN
6.09%
18,053,491
$40.12
3.84% $38.58
$724,306,059
-0.50% (-91,160)
-0.03%
KMX
1.76%
2,726,695
$76.74
11.51% $67.91
$209,246,574
-0.25% (-6,767)
-0.00%
CSGP
5.34%
7,255,669
$87.39
3.67% $84.18
$634,072,914
+0.09% (+6,443)
+0.00%
DHR
3.46%
1,775,400
$231.34
2.17% $236.36
$410,721,036
DBRG
0.65%
4,402,220
$17.54
1.43% $17.29
$77,214,946
-1.02% (-45,410)
-0.01%
DLTR
0.03%
21,771
$142.05
13.95% $122.23
$3,092,571
-24.71% (-7,145)
-0.01%
GSHD
0.16%
243,672
$75.80
25.20% $56.70
$18,470,338
KKR
11.61%
16,648,219
$82.85
12.67% $93.35
$1,379,304,908
-1.55% (-262,388)
-0.18%
MA
18.17%
5,061,834
$426.51
6.61% $454.70
$2,158,922,819
-13.48% (-788,927)
-2.83%
MCO
15.70%
4,776,940
$390.56
4.09% $374.60
$1,865,681,686
-6.24% (-317,706)
-1.04%
ORLY
8.15%
1,019,864
$950.08
15.89% $1,101.06
$968,952,389
-3.37% (-35,609)
-0.28%
ROP
7.21%
1,572,692
$545.17
3.28% $527.27
$857,384,498
-0.13% (-2,067)
-0.01%
SBAC
0.39%
180,629
$253.69
22.76% $195.95
$45,823,771
buy
+0.39%
VRSK
0.03%
17,325
$238.86
6.50% $223.33
$4,138,249
-7.03% (-1,310)
-0.00%
V
7.69%
3,508,740
$260.35
4.23% $271.37
$913,500,459
-26.92% (-1,292,214)
-2.83%
18 of 18

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.