Chuck Akre Holdings Activity

Akre Capital Management Portfolio 13F

Akre Capital Management has disclosed a total of 15 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 12 position(s).

What stocks is Chuck Akre buying now?

In the recent quarter Chuck Akre has purchased 3 securities: (ABNB) AIRBNB INC-CLASS A (added shares +10.13%), (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +23.49%) and (BN) BROOKFIELD CORP (added shares +0.66%).

What does Chuck Akre invest in?

Chuck Akre's top 5 holdings (by % of portfolio) are (MA) MASTERCARD INC - A (17.56%), (ORLY) O'REILLY AUTOMOTIVE INC (11.9%), (MCO) MOODY'S CORP (10.9%), (V) VISA INC-CLASS A SHARES (10.7%) and (KKR) KKR & CO INC (9.83%).

In the latest report(s) the following changes have been made to the top investments: (MA) MASTERCARD INC - A (reduced shares -10.06%), (ORLY) O'REILLY AUTOMOTIVE INC (reduced shares -3.5%), (MCO) MOODY'S CORP (reduced shares -20.9%), (V) VISA INC-CLASS A SHARES (reduced shares -2.95%) and (KKR) KKR & CO INC (reduced shares -13.96%).

2019 Q3 (24 results)
SBAC
buy
+2,465,000
+5.86%
$241.15
2.34% $235.51
5.86%
OLLI
buy
+100,000
+0.06%
$58.64
105.92% $120.75
0.06%
CLNY
buy
+10,000
+0.00%
$6.00
41.67% $8.50
0.00%
DSGX
buy
+50,000
+0.02%
$40.30
178.51% $112.24
0.02%
BAM
buy
+7,986,338
+2.79%
$35.39
67.38% $59.24
2.79%
ALRM
+127.68%
+767,070
+0.35%
$46.64
26.39% $58.95
0.63%
KMX
+3.41%
+207,370
+0.18%
$88.00
22.76% $67.97
5.45%
9998522D
+0.26%
+8,000
+0.00%
$12.28
-
0.37%
BRK.B
+0.10%
+278
+0.00%
$208.02
146.32% $512.39
0.59%
VRSK
+0.02%
+540
+0.00%
$158.14
98.75% $314.30
3.97%
KKR
+0.01%
+1,220
+0.00%
$26.85
367.37% $125.49
3.38%
AMT
-0.00%
-36
-0.00%
$221.13
2.71% $215.13
15.67%
ROP
-0.01%
-112
-0.00%
$356.60
62.78% $580.47
5.51%
ORLY
-0.01%
-164
-0.00%
$398.51
249.78% $1,393.90
7.41%
DLTR
-0.01%
-484
-0.00%
$114.16
24.13% $86.61
5.72%
MA
-0.01%
-455
-0.00%
$271.57
115.93% $586.41
14.26%
MCO
-0.01%
-353
-0.00%
$204.83
140.25% $492.10
11.47%
MKL
-0.02%
-97
-0.00%
$1,181.90
62.32% $1,918.49
5.98%
BOMN
-91.14%
-220,913
-0.04%
$19.83
29.91% $25.76
0.00%
ESGR
-97.88%
-133,510
-0.25%
$189.97
76.11% $334.55
0.00%
3UB
-100.00%
-2,111,375
-2.74%
$131.50
-
0.00%
DHIL
-100.00%
-56,694
-0.08%
$141.73
0.81% $142.87
0.00%
SBAC
-100.00%
-2,465,000
-5.46%
$224.84
4.75% $235.51
0.00%
AMTD
-100.00%
-3,350,000
-1.65%
$49.92
97.98% $1.01
0.00%
2019 Q2 (14 results)
GSHD
+164.77%
+63,159
+0.03%
$47.80
136.14% $112.87
0.05%
9998522D
+6.66%
+190,421
+0.02%
$12.30
-
0.38%
DLTR
-0.00%
-220
-0.00%
$107.39
19.35% $86.61
5.54%
VRSK
-0.00%
-113
-0.00%
$146.46
114.60% $314.30
3.78%
AMT
-0.00%
-300
-0.00%
$204.45
5.22% $215.13
14.90%
MCO
-0.00%
-215
-0.00%
$195.31
151.96% $492.10
11.25%
ORLY
-0.01%
-97
-0.00%
$369.32
277.42% $1,393.90
7.07%
MKL
-0.01%
-68
-0.00%
$1,089.60
76.07% $1,918.49
5.67%
MA
-0.01%
-316
-0.00%
$264.53
121.68% $586.41
14.29%
ROP
-0.01%
-85
-0.00%
$366.26
58.49% $580.47
5.82%
BRK.B
-0.04%
-117
-0.00%
$213.17
140.37% $512.39
0.62%
3UB
-21.22%
-568,625
-0.76%
$131.50
-
0.00%
ESGR
-70.05%
-319,047
-0.56%
$174.28
91.96% $334.55
0.24%
FOCS
-100.00%
-2,970,000
-1.07%
$35.64
48.68% $52.99
0.00%
38 of 864

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.