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
+100,000
+0.31%
$106.40
-
0.31%
ROP
+763.16%
+602,900
+2.56%
$146.01
292.31% $572.81
2.89%
DHR
+400.00%
+1,200,000
+2.75%
$78.73
137.28% $186.81
3.43%
KMX
+200.00%
+400,000
+0.60%
$52.01
21.78% $63.34
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
184.39% $1,864.55
9.40%
SBAC
+22.75%
+222,400
+0.66%
$102.30
126.69% $231.90
3.57%
DLTR
+16.74%
+499,400
+0.79%
$54.46
63.28% $88.92
5.51%
MA
+7.95%
+315,265
+0.67%
$73.47
675.20% $569.54
9.13%
ANSS
+5.80%
+5,500
+0.01%
$75.82
352.37% $343.00
0.22%
ESGR
+0.02%
+94
+0.00%
$150.73
122.37% $335.18
2.18%
AAPL
+0.01%
+140
+0.00%
$23.23
769.85% $202.09
1.72%
CFX
-0.02%
-2,670
-0.00%
$24.85
57.20% $39.06
11.18%
AMT
-0.06%
-2,525
-0.01%
$89.98
137.53% $213.73
10.52%
ORLY
-0.07%
-615
-0.00%
$150.60
810.02% $1,370.49
3.59%
BRK.B
-0.45%
-1,408
-0.01%
$126.56
300.62% $507.03
1.14%
HIG
-0.91%
-2,892
-0.00%
$35.81
261.95% $129.62
0.33%
WMB
-3.44%
-650
-0.00%
$58.20
0.47% $57.93
0.03%
CSX
-14.06%
-21,054
-0.01%
$10.27
196.82% $30.49
0.04%
LUK
-93.45%
-1,869,000
-1.42%
$26.22
-
0.10%
FDS
-100.00%
-130,000
-0.41%
$107.81
330.68% $464.31
0.00%
1448062D
-100.00%
-500,000
-1.11%
$76.42
-
0.00%
ROST
-100.00%
-3,262,076
-3.39%
$35.78
326.66% $152.68
0.00%
EQIX
-100.00%
-218,881
-1.14%
$179.28
379.20% $859.14
0.00%
XOM
-100.00%
-4,446
-0.01%
$97.62
6.19% $103.66
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.