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)
ROP
buy
+59,645
+0.34%
$133.51
310.71% $548.33
0.34%
SBAC
buy
+977,600
+2.84%
$90.96
155.43% $232.34
2.84%
XOM
buy
+4,446
+0.01%
$97.62
16.70% $113.92
0.00%
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
39.32% $65.20
0.30%
ANSS
+89.60%
+39,872
+0.11%
$77.01
401.01% $385.85
0.23%
LYV
+39.31%
+1,791,700
+1.25%
$21.75
582.58% $148.46
4.42%
CFX
+22.20%
+2,419,653
+2.14%
$23.78
64.28% $39.06
11.78%
AMT
+21.07%
+700,745
+1.84%
$81.87
170.89% $221.78
10.55%
1842126D
+17.79%
+2,978
+0.00%
$34.02
-
0.03%
V
+13.53%
+197,200
+0.47%
$53.97
549.50% $350.50
3.94%
DHR
+7.14%
+20,000
+0.05%
$75.00
163.67% $197.75
0.72%
BRK.B
+2.96%
+7,855
+0.04%
$124.97
281.14% $476.31
1.25%
DLTR
+2.05%
+59,835
+0.10%
$52.18
108.18% $108.63
4.98%
MWE
+0.29%
+2,030
+0.00%
$65.32
-
1.48%
MKL
+0.08%
+227
+0.01%
$596.10
237.02% $2,008.98
7.27%
ORLY
+0.07%
+8,685
+0.00%
$9.89
841.30% $93.12
3.90%
ESGR
+0.03%
+124
+0.00%
$136.31
147.90% $337.91
2.17%
MCO
+0.03%
+908
+0.00%
$79.32
534.67% $503.42
8.84%
MA
-0.03%
-1,100
-0.00%
$74.70
640.32% $553.02
9.47%
HIG
-0.38%
-1,200
-0.00%
$35.27
248.50% $122.91
0.36%
NLY
-2.61%
-335
-0.00%
$43.88
55.22% $19.65
0.02%
WMB
-3.72%
-730
-0.00%
$40.57
45.52% $59.04
0.02%
EQIX
-4.50%
-10,310
-0.06%
$179.28
324.02% $760.20
0.00%
ROST
-9.99%
-362,210
-0.41%
$35.78
266.55% $131.17
0.00%
BRK.A
-11.86%
-7
-0.04%
$187,365.38
279.53% $711,100.00
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.