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%).

2022 Q2 (18 results)
SNOW
buy
+1,000,000
+1.11%
$139.06
28.81% $179.12
1.11%
DBRG
+56.03%
+1,471,348
+0.23%
$19.52
43.80% $10.97
0.00%
GSHD
+18.75%
+55,000
+0.02%
$45.67
135.73% $107.66
0.13%
CRM
+8.20%
+232,790
+0.31%
$165.04
71.04% $282.28
4.06%
ADBE
+5.95%
+93,305
+0.27%
$366.06
13.10% $414.03
4.87%
BRK.B
+4.26%
+700
+0.00%
$272.99
85.73% $507.03
0.04%
KKR
+3.43%
+510,592
+0.19%
$46.29
154.40% $117.76
5.70%
DLTR
+1.50%
+485
+0.00%
$155.84
42.94% $88.92
0.04%
BAM
+1.39%
+182,059
+0.06%
$44.47
28.85% $57.30
4.74%
MCO
+0.77%
+43,793
+0.10%
$271.97
73.84% $472.78
12.43%
MA
+0.14%
+8,090
+0.02%
$315.48
80.53% $569.54
14.82%
KMX
+0.11%
+8,240
+0.01%
$90.48
30.00% $63.34
5.33%
ROP
-0.31%
-5,070
-0.02%
$394.65
45.14% $572.81
5.24%
ORLY
-0.35%
-5,595
-0.03%
$631.76
116.93% $1,370.49
7.96%
AMT
-0.36%
-25,190
-0.05%
$255.59
16.38% $213.73
14.28%
CSGP
-26.44%
-2,556,750
-1.24%
$60.41
22.43% $73.96
3.44%
ALRM
-72.76%
-705,000
-0.35%
$61.86
6.76% $57.68
0.13%
ANSS
-100.00%
-609,764
-1.55%
$317.65
7.98% $343.00
0.00%
2022 Q1 (16 results)
ADBE
+2.42%
+37,000
+0.12%
$455.62
9.13% $414.03
4.94%
CRM
+1.33%
+37,210
+0.05%
$212.32
32.95% $282.28
4.17%
KKR
+0.91%
+134,660
+0.05%
$58.47
101.40% $117.76
6.02%
MCO
+0.69%
+38,615
+0.09%
$337.41
40.12% $472.78
13.22%
KMX
+0.68%
+49,780
+0.03%
$96.48
34.35% $63.34
4.90%
BAM
-0.00%
-285
-0.00%
$56.57
1.29% $57.30
5.14%
VRSK
-0.03%
-715
-0.00%
$214.63
45.52% $312.33
3.63%
MA
-0.10%
-6,040
-0.01%
$357.38
59.37% $569.54
14.48%
ORLY
-0.14%
-2,140
-0.01%
$684.96
100.08% $1,370.49
7.48%
ROP
-0.14%
-2,340
-0.01%
$472.23
21.30% $572.81
5.43%
AMT
-0.15%
-10,720
-0.02%
$251.22
14.92% $213.73
12.17%
CSGP
-0.98%
-96,170
-0.04%
$66.61
11.03% $73.96
4.46%
BRK.B
-6.23%
-1,090
-0.00%
$352.93
43.66% $507.03
0.04%
ALRM
-51.03%
-1,009,719
-0.46%
$66.46
13.21% $57.68
0.45%
DLTR
-98.78%
-2,619,764
-2.90%
$160.14
44.48% $88.92
0.04%
SBAC
-100.00%
-1,547,180
-4.17%
$389.02
40.39% $231.90
0.00%
2021 Q4 (14 results)
KMX
+2.55%
+181,090
+0.14%
$130.23
51.36% $63.34
5.51%
MA
+0.05%
+2,775
+0.01%
$359.32
58.50% $569.54
12.22%
ORLY
+0.04%
+574
+0.00%
$706.23
94.06% $1,370.49
6.47%
ROP
+0.03%
+485
+0.00%
$491.86
16.46% $572.81
4.75%
VRSK
+0.03%
+746
+0.00%
$228.73
36.55% $312.33
3.25%
AMT
+0.02%
+1,310
+0.00%
$292.50
26.93% $213.73
11.90%
MCO
+0.02%
+1,061
+0.00%
$390.58
21.05% $472.78
12.74%
ADBE
+0.01%
+105
+0.00%
$567.06
26.99% $414.03
5.03%
CSGP
+0.01%
+1,350
+0.00%
$79.03
6.42% $73.96
4.48%
BAM
+0.01%
+711
+0.00%
$60.38
5.10% $57.30
4.60%
KKR
+0.00%
+632
+0.00%
$74.50
58.07% $117.76
6.37%
SBAC
-19.84%
-383,010
-0.86%
$389.02
40.39% $231.90
0.00%
DLTR
-25.95%
-929,482
-0.76%
$140.52
36.72% $88.92
2.16%
OLLI
-100.00%
-500,000
-0.17%
$60.28
93.00% $116.34
0.00%
48 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.