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 Q1 (15 results)
GSHD
+223.99%
+26,500
+0.01%
$27.89
255.09% $99.03
0.01%
KMX
+5.21%
+300,800
+0.22%
$69.80
1.76% $68.57
4.48%
AMT
+1.69%
+119,400
+0.25%
$197.06
10.36% $217.48
14.95%
KKR
+0.80%
+64,960
+0.03%
$23.49
421.92% $122.60
3.16%
9998522D
+0.47%
+8,209
+0.00%
$15.46
-
0.47%
BRK.B
+0.07%
+200
+0.00%
$200.89
141.35% $484.85
0.61%
MA
+0.02%
+562
+0.00%
$235.45
126.36% $532.97
13.24%
MCO
+0.01%
+600
+0.00%
$181.09
159.54% $470.00
10.86%
DLTR
+0.01%
+680
+0.00%
$105.04
6.03% $98.71
5.64%
VRSK
+0.01%
+333
+0.00%
$133.00
130.09% $306.02
3.57%
ORLY
+0.01%
+2,550
+0.00%
$25.89
246.47% $89.69
7.73%
MKL
+0.01%
+60
+0.00%
$996.24
96.77% $1,960.32
5.39%
ROP
+0.01%
+235
+0.00%
$341.97
64.34% $561.99
5.66%
DHIL
-13.90%
-9,154
-0.01%
$140.00
1.93% $137.30
0.08%
ESGR
-49.07%
-287,393
-0.81%
$174.00
93.39% $336.50
0.84%
2018 Q4 (16 results)
GSHD
buy
+11,831
+0.00%
$26.29
276.73% $99.03
0.00%
KKR
+26.52%
+2,652,100
+0.66%
$19.63
524.55% $122.60
3.14%
AMTD
+12.89%
+382,500
+0.24%
$48.96
97.90% $1.03
2.08%
KMX
+9.95%
+522,690
+0.42%
$62.73
9.31% $68.57
4.59%
FOCS
+8.00%
+170,500
+0.07%
$26.33
101.25% $52.99
0.99%
ROP
+0.51%
+5,818
+0.03%
$266.52
110.86% $561.99
5.29%
9998522D
+0.07%
+2,000
+0.00%
$14.01
-
0.50%
DLTR
-0.00%
-100
-0.00%
$90.32
9.29% $98.71
5.81%
MCO
+0.00%
+111
+0.00%
$140.04
235.62% $470.00
10.07%
MKL
-0.00%
-20
-0.00%
$1,038.05
88.85% $1,960.32
6.74%
MA
-0.00%
-150
-0.00%
$188.65
182.52% $532.97
12.72%
BRK.B
-0.01%
-30
-0.00%
$204.18
137.46% $484.85
0.74%
ORLY
-0.01%
-2,130
-0.00%
$22.96
290.71% $89.69
8.22%
AMT
-0.01%
-508
-0.00%
$158.19
37.48% $217.48
14.15%
BOMN
-8.13%
-17,257
-0.01%
$23.40
10.09% $25.76
0.07%
ESGR
-23.55%
-275,498
-0.58%
$167.57
100.81% $336.50
1.90%
2018 Q3 (12 results)
FOCS
buy
+2,461,250
+1.52%
$47.46
11.65% $52.99
1.52%
DLTR
+1.06%
+53,479
+0.05%
$81.55
21.04% $98.71
4.84%
MCO
-0.02%
-1,192
-0.00%
$167.20
181.10% $470.00
11.09%
ROP
-0.03%
-440
-0.00%
$296.21
89.73% $561.99
5.39%
VRSK
-0.04%
-927
-0.00%
$120.55
153.85% $306.02
3.58%
AMT
-0.05%
-3,074
-0.01%
$145.30
49.68% $217.48
11.99%
MA
-0.05%
-2,506
-0.01%
$222.61
139.42% $532.97
13.85%
ORLY
-0.05%
-13,273
-0.00%
$23.15
287.35% $89.69
7.65%
MKL
-0.06%
-288
-0.00%
$1,188.49
64.94% $1,960.32
7.12%
BRK.B
-0.17%
-500
-0.00%
$214.11
126.45% $484.85
0.72%
ESGR
-11.18%
-147,288
-0.36%
$208.50
61.39% $336.50
2.85%
BOMN
-24.62%
-79,703
-0.03%
$29.90
13.85% $25.76
0.09%
43 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.