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 Q1 (27 results)
XOM
buy
+4,446
+0.01%
$97.62
6.19% $103.66
0.00%
ROP
buy
+79,000
+0.34%
$133.51
329.05% $572.81
0.34%
SBAC
buy
+977,600
+2.84%
$90.96
154.95% $231.90
2.84%
DISCK
+346.05%
+2,768,400
+3.41%
$38.53
36.62% $24.42
4.40%
LVNTA
+100.00%
+45,000
+0.19%
$130.33
-
0.38%
KMX
+100.00%
+100,000
+0.15%
$46.80
35.34% $63.34
0.30%
ANSS
+89.60%
+44,800
+0.11%
$77.01
345.37% $343.00
0.23%
LYV
+39.31%
+1,791,700
+1.25%
$21.75
562.85% $144.17
4.42%
CFX
+22.20%
+2,813,550
+2.14%
$23.78
64.28% $39.06
11.78%
AMT
+21.07%
+700,745
+1.84%
$81.87
161.06% $213.73
10.55%
1842126D
+17.79%
+4,195
+0.00%
$34.02
-
0.03%
V
+13.53%
+272,000
+0.47%
$53.97
563.95% $358.30
3.94%
DHR
+7.14%
+20,000
+0.05%
$75.00
149.08% $186.81
0.72%
BRK.B
+2.96%
+8,978
+0.04%
$124.97
305.72% $507.03
1.25%
DLTR
+2.05%
+59,835
+0.10%
$52.18
70.41% $88.92
4.98%
MWE
+0.29%
+2,030
+0.00%
$65.32
-
1.48%
MKL
+0.08%
+290
+0.01%
$596.10
212.79% $1,864.55
7.27%
ORLY
+0.07%
+579
+0.00%
$148.39
823.57% $1,370.49
3.90%
ESGR
+0.03%
+150
+0.00%
$136.31
145.89% $335.18
2.17%
MCO
+0.03%
+1,180
+0.00%
$79.32
496.04% $472.78
8.84%
MA
-0.03%
-1,100
-0.00%
$74.70
662.44% $569.54
9.47%
HIG
-0.38%
-1,200
-0.00%
$35.27
267.52% $129.62
0.36%
NLY
-2.61%
-335
-0.00%
$43.88
57.20% $18.78
0.02%
WMB
-3.72%
-730
-0.00%
$40.57
42.78% $57.93
0.02%
EQIX
-4.50%
-10,310
-0.06%
$179.28
379.20% $859.14
0.00%
ROST
-9.99%
-362,210
-0.41%
$35.78
326.66% $152.68
0.00%
BRK.A
-11.86%
-7
-0.04%
$187,365.38
306.36% $761,380.00
0.31%
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.