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%).

2017 Q1 (18 results)
V
+34.98%
+1,267,080
+1.85%
$88.87
283.01% $340.38
7.14%
MCO
+21.87%
+978,400
+1.88%
$112.04
319.95% $470.51
10.46%
MA
+13.35%
+627,792
+1.16%
$112.47
379.00% $538.73
9.85%
MNRO
+4.93%
+75,000
+0.06%
$52.10
72.92% $14.11
1.37%
VRSK
+0.23%
+5,893
+0.01%
$81.14
277.46% $306.27
3.46%
DLTR
+0.22%
+9,198
+0.01%
$78.46
24.31% $97.53
5.41%
ROP
+0.18%
+2,710
+0.01%
$206.49
169.14% $555.75
5.30%
ORLY
+0.14%
+17,040
+0.01%
$17.99
390.96% $88.32
3.66%
BRK.B
+0.09%
+360
+0.00%
$166.68
191.06% $485.14
1.05%
MKL
-0.00%
-24
-0.00%
$975.86
99.88% $1,950.52
8.24%
AMT
-0.04%
-2,392
-0.00%
$121.54
77.29% $215.48
13.38%
CFX
-0.06%
-8,100
-0.00%
$13.09
198.47% $39.06
0.00%
ESGR
-0.10%
-1,491
-0.00%
$191.30
75.93% $336.55
4.55%
BRK.A
-19.23%
-5
-0.04%
$249,857.14
191.45% $728,200.00
0.17%
CSX
-87.37%
-52,855
-0.03%
$15.51
107.82% $32.24
0.00%
DLTH
-100.00%
-230,167
-0.15%
$25.40
92.21% $1.98
0.00%
AIG.WS
-100.00%
-77,181
-0.04%
$23.46
-
0.00%
DIS
-100.00%
-2,606
-0.01%
$104.34
12.95% $117.86
0.00%
2016 Q4 (24 results)
DIS
buy
+2,606
+0.01%
$104.34
12.95% $117.86
0.00%
DG
buy
+1,500,000
+2.04%
$74.07
51.63% $112.31
2.04%
SBAC
+32.17%
+357,000
+1.14%
$103.26
121.11% $228.32
4.67%
MCO
+15.37%
+620,770
+1.07%
$94.27
399.11% $470.51
8.06%
DHR
+10.35%
+155,300
+0.22%
$77.84
149.79% $194.44
2.36%
AMT
+6.36%
+400,654
+0.78%
$105.68
103.90% $215.48
12.98%
KMX
+4.02%
+199,215
+0.24%
$64.39
0.09% $64.33
6.09%
AIG.WS
+2.03%
+1,533
+0.00%
$23.46
-
0.00%
MNRO
+0.97%
+14,700
+0.02%
$57.20
75.33% $14.11
1.60%
DLTH
+0.40%
+917
+0.00%
$25.40
92.21% $1.98
0.00%
V
+0.19%
+6,860
+0.01%
$78.02
336.27% $340.38
5.18%
DLTR
+0.02%
+790
+0.00%
$77.18
26.37% $97.53
5.92%
AMT (Pfd)
+0.00%
+11
+0.00%
$104.50
-
0.99%
VRSK
-0.05%
-765
-0.00%
$81.17
277.32% $306.27
3.85%
ROP
-0.09%
-1,410
-0.00%
$183.08
203.56% $555.75
5.23%
MA
-0.12%
-3,560
-0.01%
$103.25
421.77% $538.73
8.90%
ESGR
-0.18%
-2,615
-0.01%
$197.70
70.23% $336.55
5.25%
MKL
-0.19%
-970
-0.02%
$904.50
115.65% $1,950.52
8.52%
ORLY
-0.34%
-25,391
-0.01%
$18.56
375.85% $88.32
4.21%
BRK.B
-0.40%
-1,525
-0.00%
$162.98
197.67% $485.14
1.15%
LAMR
-1.56%
-767
-0.00%
$67.24
78.16% $119.79
0.06%
WMIH
-2.67%
-40,000
-0.00%
$1.55
-
0.04%
CFX
-22.95%
-4,200,000
-0.92%
$11.98
226.13% $39.06
3.10%
CCI (Pfd)
-100.00%
-10,300
-0.04%
$113.00
-
0.00%
42 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.