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 Q2 (27 results)
CCI.PA
buy
+15,700
+0.05%
$101.91
-
0.05%
AMT (Pfd)
buy
+68,000
+0.31%
$106.40
-
0.31%
ROP
+763.16%
+602,900
+2.56%
$146.01
275.54% $548.33
2.89%
DHR
+400.00%
+744,000
+2.75%
$78.73
151.17% $197.75
3.43%
KMX
+200.00%
+400,000
+0.60%
$52.01
25.36% $65.20
0.91%
LVNTA
+100.00%
+90,000
+0.19%
$73.80
-
0.00%
DISCK
+60.76%
+2,168,060
+2.29%
$36.30
32.72% $24.42
6.05%
MKL
+29.47%
+112,266
+2.14%
$655.64
206.41% $2,008.98
9.40%
SBAC
+22.75%
+222,400
+0.66%
$102.30
127.12% $232.34
3.57%
DLTR
+16.74%
+302,137
+0.79%
$54.46
99.47% $108.63
5.51%
MA
+7.95%
+315,265
+0.67%
$73.47
652.72% $553.02
9.13%
ANSS
+5.80%
+5,500
+0.01%
$75.82
408.89% $385.85
0.22%
ESGR
+0.02%
+94
+0.00%
$150.73
124.18% $337.91
2.18%
AAPL
+0.01%
+93
+0.00%
$23.23
797.96% $208.62
1.72%
CFX
-0.02%
-1,695
-0.00%
$24.85
57.20% $39.06
11.18%
AMT
-0.06%
-2,525
-0.01%
$89.98
146.48% $221.78
10.52%
ORLY
-0.07%
-9,225
-0.00%
$10.04
827.59% $93.13
3.59%
BRK.B
-0.45%
-915
-0.01%
$126.56
276.35% $476.31
1.14%
HIG
-0.91%
-2,892
-0.00%
$35.81
243.21% $122.91
0.33%
WMB
-3.44%
-650
-0.00%
$58.20
1.44% $59.04
0.03%
CSX
-14.06%
-21,054
-0.01%
$10.27
230.80% $33.98
0.04%
LUK
-93.45%
-1,869,000
-1.42%
$26.22
-
0.10%
FDS
-100.00%
-105,950
-0.41%
$107.81
308.14% $440.01
0.00%
1448062D
-100.00%
-422,500
-1.11%
$76.42
-
0.00%
ROST
-100.00%
-3,262,076
-3.39%
$35.78
266.55% $131.17
0.00%
EQIX
-100.00%
-218,881
-1.14%
$179.28
324.02% $760.20
0.00%
XOM
-100.00%
-4,446
-0.01%
$97.62
16.70% $113.92
0.00%
27 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.