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%
+63,636
+0.03%
$53.51
6.05% $56.75
4.33%
ADBE
-0.01%
-105
-0.00%
$575.72
36.74% $364.18
5.43%
KKR
-0.02%
-2,716
-0.00%
$60.88
125.38% $137.21
5.52%
CSGP
-0.05%
-4,600
-0.00%
$86.06
2.29% $84.09
5.17%
KMX
-0.06%
-4,025
-0.00%
$127.96
50.78% $62.98
5.60%
MCO
-0.09%
-3,575
-0.01%
$355.11
39.47% $495.28
12.29%
VRSK
-0.11%
-2,661
-0.00%
$200.27
49.87% $300.14
3.01%
AMT
-0.12%
-6,313
-0.01%
$265.41
17.52% $218.92
11.46%
MA
-0.14%
-8,094
-0.02%
$347.68
58.29% $550.36
12.54%
ROP
-0.15%
-1,636
-0.01%
$446.13
22.12% $544.82
4.57%
DLTR
-0.17%
-5,993
-0.00%
$95.72
11.31% $106.55
2.11%
ORLY
-0.18%
-42,105
-0.01%
$40.74
123.85% $91.19
5.94%
BRK.B
-2.48%
-445
-0.00%
$272.97
72.23% $470.13
0.03%
MKL
-100.00%
-13,623
-0.10%
$1,186.74
66.59% $1,976.94
0.00%
BAMR
-100.00%
-89,922
-0.03%
$52.02
34.80% $33.92
0.00%
2021 Q2 (24 results)
DBRG
buy
+2,626,200
+0.51%
$31.60
66.52% $10.58
0.51%
CRM
buy
+2,170,000
+4.21%
$244.27
5.45% $257.58
4.21%
BAMR
buy
+89,922
+0.03%
$52.02
34.80% $33.92
0.00%
GSHD
+20.55%
+41,000
+0.04%
$127.30
24.52% $96.09
0.23%
ADBE
+0.01%
+193
+0.00%
$585.64
37.82% $364.18
5.52%
KMX
-0.01%
-450
-0.00%
$129.15
51.23% $62.98
5.66%
VRSK
-0.01%
-270
-0.00%
$174.72
71.78% $300.14
2.63%
MCO
-0.01%
-590
-0.00%
$362.37
36.68% $495.28
12.55%
KKR
-0.01%
-1,080
-0.00%
$59.24
131.62% $137.21
5.38%
AMT
-0.01%
-640
-0.00%
$270.14
18.96% $218.92
11.67%
DLTR
-0.01%
-520
-0.00%
$99.50
7.09% $106.55
2.20%
MA
-0.01%
-563
-0.00%
$365.09
50.75% $550.36
13.19%
ORLY
-0.02%
-5,100
-0.00%
$37.75
141.58% $91.19
5.51%
MKL
-0.17%
-23
-0.00%
$1,186.74
66.59% $1,976.94
0.00%
ROP
-4.06%
-70,430
-0.20%
$470.20
15.87% $544.82
4.82%
SBAC
-15.53%
-354,936
-0.70%
$318.70
27.82% $230.03
3.79%
TDUP
-88.75%
-177,500
-0.03%
$29.07
75.40% $7.15
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
31.54% $123.54
0.00%
GOOG
-100.00%
-508
-0.00%
$103.75
76.48% $183.10
0.00%
LYV
-100.00%
-5,469,400
-2.85%
$84.65
72.56% $146.07
0.00%
PYPL
-100.00%
-5,000
-0.01%
$242.80
69.95% $72.96
0.00%
TTD
-100.00%
-4,450
-0.00%
$65.17
23.37% $80.40
0.00%
BRK.A
-100.00%
-3
-0.01%
$385,666.67
82.80% $705,000.00
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.