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%).

2023 Q4 (16 results)
SBAC
buy
+180,629
+0.39%
$253.69
8.42% $232.34
0.39%
AMT
+0.54%
+36,375
+0.07%
$215.88
2.73% $221.78
12.36%
CSGP
+0.09%
+4,413
+0.00%
$87.39
2.00% $85.64
5.34%
ROP
-0.13%
-1,322
-0.01%
$545.17
0.58% $548.33
7.21%
BAM
-0.23%
-5,534
-0.00%
$40.17
41.95% $57.02
1.17%
KMX
-0.25%
-6,767
-0.00%
$76.74
15.04% $65.20
1.76%
BN
-0.50%
-91,160
-0.03%
$40.12
59.20% $63.87
6.09%
DBRG
-1.02%
-45,410
-0.01%
$17.54
38.54% $10.78
0.65%
KKR
-1.55%
-262,388
-0.18%
$82.85
68.29% $139.43
11.61%
BRK.B
-3.21%
-550
-0.00%
$356.66
33.55% $476.31
0.05%
ORLY
-3.37%
-534,135
-0.28%
$63.34
47.02% $93.12
8.15%
MCO
-6.24%
-317,706
-1.04%
$390.56
28.90% $503.42
15.70%
VRSK
-7.03%
-1,310
-0.00%
$238.86
27.95% $305.62
0.03%
MA
-13.48%
-516,747
-2.83%
$426.51
29.66% $553.02
18.17%
DLTR
-24.71%
-4,787
-0.01%
$142.05
23.53% $108.63
0.03%
V
-26.92%
-807,633
-2.83%
$260.35
34.63% $350.50
7.69%
2023 Q3 (17 results)
KKR
+11.01%
+1,550,983
+0.95%
$61.60
126.35% $139.43
9.56%
CSGP
+1.94%
+137,796
+0.10%
$76.89
11.38% $85.64
5.12%
AMT
+0.35%
+23,277
+0.04%
$164.45
34.86% $221.78
10.22%
BRK.B
-0.02%
-3
-0.00%
$350.30
35.97% $476.31
0.06%
MA
-0.32%
-18,698
-0.07%
$395.91
39.68% $553.02
21.27%
DHR
-0.83%
-14,900
-0.03%
$248.10
20.29% $197.75
4.04%
BN
-0.87%
-159,662
-0.05%
$31.27
104.25% $63.87
5.21%
VRSK
-1.80%
-341
-0.00%
$236.24
29.37% $305.62
0.04%
V
-2.46%
-108,459
-0.26%
$230.01
52.38% $350.50
10.14%
MCO
-3.53%
-186,577
-0.54%
$316.17
59.22% $503.42
14.79%
KMX
-4.12%
-112,063
-0.08%
$70.73
7.82% $65.20
1.78%
DLTR
-4.56%
-1,380
-0.00%
$106.45
2.05% $108.63
0.03%
ROP
-4.88%
-80,866
-0.36%
$484.28
13.23% $548.33
7.00%
ORLY
-5.23%
-795,522
-0.49%
$60.59
53.69% $93.12
8.81%
BAM
-6.17%
-227,812
-0.07%
$33.34
71.03% $57.02
1.06%
DBRG
-11.41%
-538,620
-0.09%
$17.58
38.68% $10.78
0.72%
ADBE
-100.00%
-1,064,081
-4.78%
$488.99
24.95% $366.99
0.00%
2023 Q2 (9 results)
BN
+0.65%
+117,559
+0.03%
$33.65
89.81% $63.87
5.13%
KKR
+0.38%
+54,337
+0.03%
$56.00
148.98% $139.43
7.11%
DHR
+0.12%
+2,100
+0.00%
$240.00
17.60% $197.75
3.58%
DBRG
-2.22%
-109,347
-0.01%
$14.71
26.72% $10.78
0.62%
AMT
-3.63%
-253,751
-0.41%
$193.94
14.35% $221.78
10.90%
ORLY
-5.79%
-954,389
-0.54%
$63.69
46.22% $93.12
8.87%
MCO
-7.41%
-422,562
-1.22%
$347.72
44.78% $503.42
15.31%
KMX
-7.99%
-241,468
-0.17%
$83.70
22.10% $65.20
1.99%
ADBE
-11.26%
-135,000
-0.55%
$488.99
24.95% $366.99
0.00%
42 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.