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Chuck Akre

Akre Capital Management

Akre Capital Management Portfolio 13F

Chuck Akre Holdings Activity

Portfolio value:
$6.15B≈ (+$68M≈)
Previous value:
$6.08B≈
# of changes:
17
New positions:
1
Reported for:
30 Jun 2017 (Q2)
Latest filing date:
14 Aug 2017
Akre Capital Management has disclosed a total of 17 changes to the portfolio in the (2017 Q2) SEC report(s): increased the number of shares of 12, bought 1 totally new and completely sold out 4 position(s).

What stocks did Chuck Akre buy in 2017 Q2?

During 2017 Q2 Chuck Akre has bought 13 securities out of which top 5 purchases (by % change to portfolio) were (AMT) American Tower Corp (added shares +1.67%), (MCO) Moodys Corp (added shares +0.35%), (MA) Mastercard Inc (added shares +0.30%), (MKL) Markel Corp (added shares +0.43%) and (ROP) Roper Technologies Inc (added shares +0.32%).

What did Chuck Akre invest in during 2017 Q2?

Chuck Akre's top 5 holdings (by % of portfolio) were (AMT) American Tower Corp (14.65%), (MCO) Moodys Corp (11.27%), (MA) Mastercard Inc (10.55%), (MKL) Markel Corp (8.19%) and (V) Visa Inc, CL-A (7.45%).
In the 2017 Q2 report(s) the following changes have been made to the top investments: (AMT) American Tower Corp (added shares +1.67%), (MCO) Moodys Corp (added shares +0.35%), (MA) Mastercard Inc (added shares +0.30%) and (MKL) Markel Corp (added shares +0.43%).
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.