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 Q1 (10 results)
BN
+4.72%
+701,100
+0.24%
$32.59
95.98% $63.87
5.22%
DBRG
+2.86%
+142,815
+0.02%
$11.99
10.09% $10.78
0.54%
KKR
+0.49%
+73,450
+0.03%
$52.52
165.48% $139.43
7.02%
AMT
+0.08%
+4,585
+0.01%
$204.34
8.53% $221.78
12.60%
MA
+0.06%
+3,433
+0.01%
$363.41
52.18% $553.02
18.79%
ORLY
-0.01%
-1,725
-0.00%
$56.60
64.53% $93.12
8.84%
DLTR
-0.47%
-143
-0.00%
$143.55
24.33% $108.63
0.04%
ADBE
-3.27%
-40,477
-0.14%
$385.37
4.77% $366.99
4.07%
KMX
-41.44%
-2,192,556
-1.24%
$64.28
1.43% $65.20
1.75%
ALRM
-100.00%
-258,660
-0.12%
$49.48
10.35% $54.60
0.00%
2022 Q4 (17 results)
BAM
buy
+3,562,475
+0.96%
$28.67
98.88% $57.02
0.96%
BN
buy
+17,366,753
+4.94%
$31.46
103.02% $63.87
4.94%
DHR
+8.03%
+132,900
+0.32%
$265.42
25.50% $197.75
4.29%
DBRG
+7.96%
+368,069
+0.04%
$10.94
1.46% $10.78
0.49%
AMT
+0.29%
+20,240
+0.04%
$211.86
4.68% $221.78
13.41%
ROP
-0.00%
-31
-0.00%
$432.09
26.90% $548.33
6.47%
MA
-0.43%
-23,184
-0.08%
$347.73
59.04% $553.02
18.46%
KKR
-2.26%
-350,000
-0.15%
$46.42
200.37% $139.43
6.34%
V
-6.15%
-322,600
-0.61%
$207.76
68.70% $350.50
9.25%
DLTR
-7.51%
-2,312
-0.00%
$141.44
23.20% $108.63
0.04%
ORLY
-19.66%
-4,338,945
-2.21%
$56.27
65.49% $93.12
9.03%
ADBE
-25.59%
-426,337
-1.30%
$336.53
9.05% $366.99
3.77%
KMX
-28.04%
-2,062,000
-1.14%
$60.89
7.08% $65.20
2.91%
VRSK
-99.22%
-2,425,310
-3.87%
$176.42
73.23% $305.62
0.03%
SNOW
-100.00%
-1,000,000
-1.54%
$169.96
25.63% $213.52
0.00%
BAM
-100.00%
-13,366,753
-4.95%
$40.89
39.45% $57.02
0.00%
CRM
-100.00%
-3,095,500
-4.03%
$143.84
80.53% $259.68
0.00%
2022 Q3 (12 results)
DBRG
buy
+4,623,651
+0.51%
$12.51
13.83% $10.78
0.51%
CRM
+0.83%
+25,500
+0.03%
$143.84
80.53% $259.68
0.00%
KKR
+0.50%
+77,006
+0.03%
$43.00
224.26% $139.43
5.87%
MA
+0.48%
+22,667
+0.07%
$284.34
94.49% $553.02
14.79%
BAM
+0.43%
+57,000
+0.02%
$40.89
39.45% $57.02
0.00%
ADBE
+0.33%
+4,785
+0.01%
$275.20
33.35% $366.99
4.05%
KMX
+0.07%
+4,830
+0.00%
$66.02
1.24% $65.20
4.29%
MCO
+0.00%
+280
+0.00%
$243.11
107.07% $503.42
12.25%
ORLY
-6.36%
-1,500,000
-0.62%
$46.89
98.59% $93.12
9.14%
GSHD
-30.05%
-104,694
-0.03%
$35.64
171.03% $96.59
0.08%
TDUP
-100.00%
-22,500
-0.00%
$2.49
186.07% $7.12
0.00%
DBRG
-100.00%
-2,192,188
-0.71%
$19.52
44.77% $10.78
0.00%
39 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.