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%).

2020 Q3 (9 results)
TTD
buy
+3,560
+0.00%
$51.91
54.88% $80.40
0.00%
CLNY
+613.65%
+9,204,800
+0.18%
$2.73
211.36% $8.50
0.21%
GSHD
+28.99%
+47,036
+0.03%
$86.59
10.97% $96.09
0.15%
BAM
+17.72%
+2,038,550
+0.48%
$33.06
71.66% $56.75
3.16%
ALRM
+11.04%
+181,228
+0.08%
$55.25
2.30% $53.98
0.77%
ROP
+10.31%
+178,891
+0.50%
$395.11
37.89% $544.82
5.33%
CSGP
+0.36%
+34,400
+0.02%
$84.85
0.90% $84.09
5.73%
VRSK
+0.10%
+2,413
+0.00%
$185.31
61.97% $300.14
3.20%
KKR
+0.04%
+5,511
+0.00%
$34.34
299.56% $137.21
3.57%
2020 Q2 (10 results)
CSGP
+117.96%
+5,170,410
+2.77%
$71.07
18.32% $84.09
5.11%
ANSS
+30.11%
+141,108
+0.31%
$291.73
34.62% $392.72
1.34%
GSHD
+9.59%
+16,504
+0.01%
$75.16
27.84% $96.09
0.11%
BAM
+6.59%
+711,025
+0.18%
$32.90
72.49% $56.75
2.85%
KKR
+3.77%
+531,649
+0.12%
$30.88
344.33% $137.21
3.42%
LYV
+1.94%
+106,400
+0.04%
$44.33
229.51% $146.07
1.87%
ROP
+1.74%
+29,644
+0.09%
$388.26
40.32% $544.82
5.07%
MA
+1.69%
+97,575
+0.22%
$295.70
86.12% $550.36
13.11%
ALRM
+0.76%
+13,400
+0.01%
$64.81
16.71% $53.98
0.87%
CLNY
+0.11%
+849
+0.00%
$2.40
254.17% $8.50
0.03%
2020 Q1 (16 results)
ADBE
buy
+803,700
+3.52%
$318.24
14.44% $364.18
3.52%
LYV
buy
+5,481,238
+2.42%
$45.46
221.32% $146.07
2.42%
MAR
buy
+4,612
+0.01%
$74.80
267.51% $274.90
0.01%
PRMW
buy
+1,580,878
+0.14%
$9.06
167.21% $24.21
0.14%
CLNY
+14,883.82%
+1,488,382
+0.03%
$1.75
385.74% $8.50
0.03%
OLLI
+369.76%
+393,563
+0.18%
$46.34
165.71% $123.13
0.23%
DSGX
+314.60%
+157,300
+0.05%
$34.39
197.47% $102.30
0.07%
ANSS
+186.22%
+210,392
+0.69%
$232.47
68.93% $392.72
1.06%
CSGP
+75.32%
+1,242,859
+1.07%
$58.72
43.20% $84.09
2.50%
KMX
+21.38%
+1,442,720
+0.75%
$53.83
17.00% $62.98
4.28%
BAM
+15.10%
+955,800
+0.41%
$29.50
92.37% $56.75
3.09%
KKR
+11.23%
+1,432,716
+0.33%
$23.47
484.62% $137.21
3.23%
ALRM
+10.20%
+163,968
+0.06%
$38.91
38.73% $53.98
0.67%
ROP
+8.80%
+80,717
+0.42%
$311.81
74.73% $544.82
5.17%
MA
+8.62%
+459,438
+1.08%
$241.56
127.84% $550.36
13.58%
V
+7.29%
+202,977
+0.56%
$161.12
115.38% $347.02
8.21%
2019 Q4 (8 results)
ANSS
buy
+163,740
+0.39%
$257.41
52.57% $392.72
0.39%
CSGP
buy
+2,500,000
+1.37%
$59.83
40.55% $84.09
1.37%
GSHD
+69.64%
+70,678
+0.03%
$42.40
126.63% $96.09
0.07%
ALRM
+17.52%
+239,662
+0.09%
$42.97
25.62% $53.98
0.63%
BAM
+17.39%
+1,388,662
+0.49%
$38.53
47.28% $56.75
3.31%
KMX
+7.36%
+462,300
+0.37%
$87.67
28.16% $62.98
5.42%
OLLI
+6.44%
+4,731
+0.00%
$65.31
88.54% $123.13
0.06%
9998522D
+5.40%
+165,100
+0.02%
$11.22
-
0.00%
43 of 409

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.