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)
CLNY
buy
+10,000
+0.00%
$6.00
41.67% $8.50
0.00%
DSGX
buy
+50,000
+0.02%
$40.30
146.20% $99.22
0.02%
BAM
buy
+7,427,294
+2.79%
$35.39
53.56% $54.35
2.79%
OLLI
buy
+100,000
+0.06%
$58.64
107.74% $121.82
0.06%
SBAC
buy
+2,465,000
+5.86%
$241.15
4.91% $229.31
5.86%
ALRM
+127.68%
+767,070
+0.35%
$46.64
20.43% $56.17
0.63%
KMX
+3.41%
+207,370
+0.18%
$88.00
22.08% $68.57
5.45%
9998522D
+0.26%
+6,840
+0.00%
$12.28
-
0.37%
BRK.B
+0.10%
+262
+0.00%
$208.02
133.08% $484.85
0.59%
VRSK
+0.02%
+453
+0.00%
$158.14
93.51% $306.02
3.97%
KKR
+0.01%
+1,220
+0.00%
$26.85
356.61% $122.60
3.38%
AMT
-0.00%
-36
-0.00%
$221.13
1.65% $217.48
15.67%
MCO
-0.01%
-307
-0.00%
$204.83
129.46% $470.00
11.47%
ROP
-0.01%
-112
-0.00%
$356.60
57.60% $561.99
5.51%
ORLY
-0.01%
-2,460
-0.00%
$26.57
237.60% $89.69
7.41%
DLTR
-0.01%
-484
-0.00%
$114.16
13.53% $98.71
5.72%
MA
-0.01%
-455
-0.00%
$271.57
96.26% $532.97
14.26%
MKL
-0.02%
-97
-0.00%
$1,181.90
65.86% $1,960.32
5.98%
BOMN
-91.14%
-220,913
-0.04%
$19.83
29.91% $25.76
0.00%
ESGR
-97.88%
-120,159
-0.25%
$189.97
77.14% $336.50
0.00%
SBAC
-100.00%
-2,465,000
-5.46%
$224.84
1.99% $229.31
0.00%
AMTD
-100.00%
-3,266,250
-1.65%
$49.92
97.94% $1.03
0.00%
3UB
-100.00%
-2,111,375
-2.74%
$131.50
-
0.00%
DHIL
-100.00%
-56,694
-0.08%
$141.73
3.12% $137.30
0.00%
2019 Q2 (14 results)
GSHD
+164.77%
+63,159
+0.03%
$47.80
107.19% $99.03
0.05%
9998522D
+6.66%
+188,516
+0.02%
$12.30
-
0.38%
AMT
-0.00%
-300
-0.00%
$204.45
6.37% $217.48
14.90%
MCO
-0.00%
-215
-0.00%
$195.31
140.64% $470.00
11.25%
DLTR
-0.00%
-117
-0.00%
$107.39
8.08% $98.71
5.54%
VRSK
-0.00%
-113
-0.00%
$146.46
108.94% $306.02
3.78%
ROP
-0.01%
-85
-0.00%
$366.26
53.44% $561.99
5.82%
ORLY
-0.01%
-1,455
-0.00%
$24.62
264.28% $89.69
7.07%
MKL
-0.01%
-68
-0.00%
$1,089.60
79.91% $1,960.32
5.67%
MA
-0.01%
-159
-0.00%
$264.53
101.48% $532.97
14.29%
BRK.B
-0.04%
-66
-0.00%
$213.17
127.45% $484.85
0.62%
3UB
-21.22%
-568,625
-0.76%
$131.50
-
0.00%
ESGR
-70.05%
-319,047
-0.56%
$174.28
93.08% $336.50
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.