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%).

2021 Q1 (23 results)
TDUP
buy
+179,000
+0.03%
$23.33
63.69% $8.47
0.03%
PYPL
buy
+5,000
+0.01%
$242.80
72.36% $67.11
0.00%
GOOG
buy
+508
+0.00%
$103.75
83.08% $189.95
0.00%
ADBE
+34.20%
+389,870
+1.26%
$475.37
26.84% $347.80
4.95%
CSGP
+1.12%
+107,990
+0.06%
$82.19
15.10% $94.60
5.46%
KKR
+0.05%
+6,933
+0.00%
$48.85
191.81% $142.55
4.90%
V
+0.04%
+2,180
+0.00%
$211.73
60.27% $339.35
7.56%
BAM
-0.00%
-480
-0.00%
$44.50
34.40% $59.81
3.95%
MCO
-0.12%
-6,860
-0.01%
$298.61
67.87% $501.28
11.43%
VRSK
-0.13%
-3,275
-0.00%
$176.69
53.88% $271.89
2.94%
ALRM
-0.16%
-3,200
-0.00%
$86.38
37.43% $54.05
1.16%
MA
-0.22%
-12,020
-0.03%
$356.05
57.25% $559.89
14.22%
AMT
-1.59%
-113,656
-0.18%
$239.06
11.28% $212.10
11.42%
CLNY
-1.87%
-200,000
-0.01%
$6.48
31.17% $8.50
0.00%
BRK.B
-3.57%
-665
-0.00%
$255.45
85.10% $472.84
0.03%
KMX
-4.89%
-354,714
-0.33%
$132.66
57.80% $55.98
6.42%
SBAC
-7.30%
-179,874
-0.34%
$277.55
17.65% $228.57
4.32%
ROP
-9.28%
-177,549
-0.49%
$403.34
34.41% $542.11
4.76%
ORLY
-14.02%
-3,868,350
-0.89%
$33.82
193.11% $99.12
5.46%
DLTR
-20.73%
-938,366
-0.73%
$114.46
0.23% $114.72
2.80%
MKL
-95.61%
-296,954
-2.30%
$1,139.60
69.35% $1,929.87
0.11%
DSGX
-100.00%
-207,300
-0.08%
$58.48
78.62% $104.46
0.00%
PRMW
-100.00%
-29,899
-0.00%
$15.69
54.34% $24.21
0.00%
2020 Q4 (13 results)
AMT
+1.38%
+97,189
+0.15%
$224.46
5.51% $212.10
10.82%
CSGP
+0.75%
+53,043
+0.04%
$92.43
2.35% $94.60
6.03%
KKR
-0.01%
-920
-0.00%
$40.49
252.06% $142.55
4.03%
KMX
-0.01%
-905
-0.00%
$94.46
40.74% $55.98
4.77%
MA
-0.02%
-936
-0.00%
$356.94
56.86% $559.89
14.18%
V
-0.02%
-527
-0.00%
$218.73
55.15% $339.35
7.75%
ROP
-0.03%
-638
-0.00%
$431.09
25.75% $542.11
5.57%
MCO
-0.03%
-1,644
-0.00%
$290.24
72.71% $501.28
11.05%
ORLY
-0.04%
-11,460
-0.00%
$30.17
228.52% $99.12
5.63%
DLTR
-0.05%
-1,500
-0.00%
$108.04
6.18% $114.72
3.30%
BAM
-3.69%
-377,500
-0.14%
$41.27
44.92% $59.81
3.64%
MKL
-34.50%
-163,630
-1.14%
$1,033.30
86.77% $1,929.87
2.17%
PRMW
-94.69%
-532,700
-0.06%
$15.69
54.34% $24.21
0.00%
36 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.