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%).

2014 Q4 (26 results)
LAMR
buy
+67,100
+0.09%
$53.64
134.92% $126.00
0.09%
CCI (Pfd)
buy
+14,900
+0.05%
$102.60
-
0.05%
3UB
+105.56%
+950,000
+0.74%
$29.64
-
1.44%
KMX
+42.26%
+505,000
+0.89%
$66.58
2.07% $65.20
2.98%
MNRO
+19.44%
+245,003
+0.37%
$57.80
72.84% $15.70
2.29%
CFX
+12.36%
+1,914,735
+0.87%
$17.19
127.23% $39.06
7.88%
ROP
+5.33%
+57,990
+0.24%
$156.35
250.71% $548.33
4.72%
ESGR
+3.21%
+11,381
+0.06%
$152.89
121.02% $337.91
2.06%
MCO
+1.11%
+25,885
+0.10%
$95.81
425.44% $503.42
8.88%
DLTR
+0.42%
+14,540
+0.03%
$70.38
54.35% $108.63
6.48%
DISCK
+0.27%
+15,200
+0.01%
$33.72
27.58% $24.42
5.10%
MKL
+0.23%
+1,160
+0.02%
$682.84
194.21% $2,008.98
9.17%
V
+0.07%
+950
+0.00%
$65.55
434.71% $350.50
3.94%
AMT
-0.01%
-290
-0.00%
$98.85
124.36% $221.78
10.46%
ORLY
-0.11%
-13,650
-0.00%
$12.84
625.16% $93.12
4.14%
MA
-0.15%
-6,510
-0.01%
$86.16
541.85% $553.02
9.68%
BRK.B
-1.62%
-5,005
-0.02%
$150.15
217.22% $476.31
1.20%
BRK.A
1.92%
0
0.01%
$226,000.00
214.65% $711,100.00
0.30%
DHR
-21.05%
-400,000
-0.90%
$85.71
130.72% $197.75
3.39%
NLY
-59.95%
-7,500
-0.01%
$43.30
54.62% $19.65
0.01%
HIG
-83.42%
-255,340
-0.28%
$41.69
194.85% $122.91
0.00%
LUK
-100.00%
-99,500
-0.06%
$23.84
-
0.00%
AAPL
-100.00%
-2,472,871
-1.69%
$25.19
728.26% $208.62
0.00%
TDG
-100.00%
-8,200
-0.05%
$184.30
754.50% $1,574.85
0.00%
CCI.PA
-100.00%
-20,000
-0.06%
$105.20
-
0.00%
LAMR
-100.00%
-60,054
-0.09%
$49.25
155.81% $126.00
0.00%
2014 Q3 (22 results)
3UB
buy
+900,000
+0.96%
$37.53
-
0.96%
MNRO
+152.00%
+760,000
+1.05%
$48.53
67.65% $15.70
1.73%
KMX
+99.17%
+595,000
+0.78%
$46.45
40.37% $65.20
1.57%
ROP
+59.61%
+339,427
+1.69%
$146.29
274.82% $548.33
4.52%
CCI.PA
+27.39%
+4,300
+0.01%
$105.20
-
0.00%
DHR
+26.67%
+370,000
+0.86%
$75.98
160.27% $197.75
4.10%
MKL
+3.16%
+15,571
+0.28%
$636.15
215.80% $2,008.98
9.18%
9998522D
+3.13%
+50,000
+0.01%
$4.31
-
0.20%
DLTR
+0.06%
+1,979
+0.00%
$56.07
93.74% $108.63
5.54%
CFX
+0.05%
+7,444
+0.00%
$18.99
105.69% $39.06
8.35%
AAPL
+0.02%
+388
+0.00%
$25.19
728.26% $208.62
0.00%
MCO
-0.05%
-1,585
-0.00%
$94.50
432.72% $503.42
9.33%
DISCK
-0.07%
-4,120
-0.00%
$37.28
34.50% $24.42
6.06%
MA
-0.13%
-4,856
-0.01%
$73.92
648.13% $553.02
8.96%
AMT
-0.18%
-7,225
-0.02%
$93.63
136.87% $221.78
10.67%
ORLY
-0.45%
-55,035
-0.02%
$10.02
828.97% $93.12
3.49%
ESGR
-0.65%
-3,236
-0.01%
$136.32
147.88% $337.91
1.92%
BRK.B
-0.78%
-2,321
-0.01%
$138.14
244.80% $476.31
1.21%
HIG
-2.82%
-8,881
-0.01%
$37.25
229.97% $122.91
0.32%
LUK
-24.05%
-31,500
-0.02%
$23.84
-
0.00%
MWE
-99.01%
-700,000
-1.53%
$76.81
-
0.02%
LVNTA
-100.00%
-180,000
-0.38%
$73.80
-
0.00%
48 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.