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%).

2021 Q3 (15 results)
BAM
+0.67%
+87,173
+0.03%
$53.51
6.77% $57.13
4.33%
ADBE
-0.01%
-105
-0.00%
$575.72
27.88% $415.20
5.43%
KKR
-0.02%
-2,716
-0.00%
$60.88
94.07% $118.15
5.52%
CSGP
-0.05%
-4,600
-0.00%
$86.06
14.59% $73.50
5.17%
KMX
-0.06%
-4,025
-0.00%
$127.96
50.79% $62.97
5.60%
MCO
-0.09%
-5,219
-0.01%
$355.11
32.70% $471.22
12.29%
VRSK
-0.11%
-2,661
-0.00%
$200.27
55.51% $311.44
3.01%
AMT
-0.12%
-8,475
-0.01%
$265.41
20.96% $209.79
11.46%
MA
-0.14%
-8,094
-0.02%
$347.68
63.66% $569.00
12.54%
ROP
-0.15%
-2,443
-0.01%
$446.13
28.20% $571.92
4.57%
DLTR
-0.17%
-5,993
-0.00%
$95.72
5.44% $90.51
2.11%
ORLY
-0.18%
-2,807
-0.01%
$611.06
123.13% $1,363.44
5.94%
BRK.B
-2.48%
-445
-0.00%
$272.97
85.06% $505.16
0.03%
MKL
-100.00%
-13,623
-0.10%
$1,186.74
56.18% $1,853.51
0.00%
BAMR
-100.00%
-89,922
-0.03%
$52.02
34.80% $33.92
0.00%
2021 Q2 (24 results)
BAMR
buy
+89,922
+0.03%
$52.02
34.80% $33.92
0.00%
DBRG
buy
+2,626,200
+0.51%
$31.60
65.60% $10.87
0.51%
CRM
buy
+2,800,000
+4.21%
$244.27
16.65% $284.94
4.21%
GSHD
+20.55%
+50,000
+0.04%
$127.30
16.96% $105.71
0.23%
ADBE
+0.01%
+220
+0.00%
$585.64
29.10% $415.20
5.52%
DLTR
-0.01%
-520
-0.00%
$99.50
9.04% $90.51
2.20%
MA
-0.01%
-700
-0.00%
$365.09
55.85% $569.00
13.19%
KMX
-0.01%
-450
-0.00%
$129.15
51.24% $62.97
5.66%
VRSK
-0.01%
-270
-0.00%
$174.72
78.25% $311.44
2.63%
MCO
-0.01%
-590
-0.00%
$362.37
30.04% $471.22
12.55%
KKR
-0.01%
-1,080
-0.00%
$59.24
99.44% $118.15
5.38%
AMT
-0.01%
-640
-0.00%
$270.14
22.34% $209.79
11.67%
ORLY
-0.02%
-340
-0.00%
$566.21
140.80% $1,363.44
5.51%
MKL
-0.17%
-23
-0.00%
$1,186.74
56.18% $1,853.51
0.00%
ROP
-4.06%
-70,430
-0.20%
$470.20
21.63% $571.92
4.82%
SBAC
-15.53%
-354,936
-0.70%
$318.70
29.16% $225.77
3.79%
TDUP
-88.75%
-177,500
-0.03%
$29.07
75.50% $7.12
0.00%
CLNY
-100.00%
-10,504,800
-0.42%
$6.48
31.17% $8.50
0.00%
LAMR
-100.00%
-48,530
-0.03%
$93.92
22.05% $114.63
0.00%
LYV
-100.00%
-5,469,400
-2.85%
$84.65
69.80% $143.74
0.00%
PYPL
-100.00%
-5,000
-0.01%
$242.80
70.54% $71.53
0.00%
TTD
-100.00%
-4,450
-0.00%
$65.17
14.47% $74.60
0.00%
BRK.A
-100.00%
-3
-0.01%
$385,666.67
96.37% $757,329.56
0.00%
GOOG
-100.00%
-800
-0.00%
$103.75
68.92% $175.25
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.