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 Q1 (23 results)
PYPL
buy
+5,000
+0.01%
$242.80
69.95% $72.96
0.00%
TDUP
buy
+179,000
+0.03%
$23.33
69.35% $7.15
0.03%
GOOG
buy
+508
+0.00%
$103.75
76.48% $183.10
0.00%
ADBE
+34.20%
+389,870
+1.26%
$475.37
23.39% $364.18
4.95%
CSGP
+1.12%
+107,990
+0.06%
$82.19
2.31% $84.09
5.46%
KKR
+0.05%
+6,933
+0.00%
$48.85
180.88% $137.21
4.90%
V
+0.04%
+2,180
+0.00%
$211.73
63.90% $347.02
7.56%
BAM
-0.00%
-480
-0.00%
$44.50
27.53% $56.75
3.95%
MCO
-0.12%
-6,860
-0.01%
$298.61
65.86% $495.28
11.43%
VRSK
-0.13%
-3,275
-0.00%
$176.69
69.87% $300.14
2.94%
ALRM
-0.16%
-3,200
-0.00%
$86.38
37.51% $53.98
1.16%
MA
-0.22%
-12,020
-0.03%
$356.05
54.57% $550.36
14.22%
AMT
-1.59%
-113,656
-0.18%
$239.06
8.42% $218.92
11.42%
CLNY
-1.87%
-200,000
-0.01%
$6.48
31.17% $8.50
0.00%
BRK.B
-3.57%
-665
-0.00%
$255.45
84.04% $470.13
0.03%
KMX
-4.89%
-354,714
-0.33%
$132.66
52.53% $62.98
6.42%
SBAC
-7.30%
-179,874
-0.34%
$277.55
17.12% $230.03
4.32%
ROP
-9.28%
-177,549
-0.49%
$403.34
35.08% $544.82
4.76%
ORLY
-14.02%
-3,868,350
-0.89%
$33.82
169.66% $91.19
5.46%
DLTR
-20.73%
-938,366
-0.73%
$114.46
6.91% $106.55
2.80%
MKL
-95.61%
-296,954
-2.30%
$1,139.60
73.48% $1,976.94
0.11%
DSGX
-100.00%
-207,300
-0.08%
$58.48
74.93% $102.30
0.00%
PRMW
-100.00%
-29,899
-0.00%
$15.69
54.34% $24.21
0.00%
2020 Q4 (13 results)
AMT
+1.38%
+97,189
+0.15%
$224.46
2.47% $218.92
10.82%
CSGP
+0.75%
+53,043
+0.04%
$92.43
9.02% $84.09
6.03%
KKR
-0.01%
-920
-0.00%
$40.49
238.87% $137.21
4.03%
KMX
-0.01%
-905
-0.00%
$94.46
33.33% $62.98
4.77%
V
-0.02%
-527
-0.00%
$218.73
58.65% $347.02
7.75%
MA
-0.02%
-936
-0.00%
$356.94
54.19% $550.36
14.18%
ROP
-0.03%
-638
-0.00%
$431.09
26.38% $544.82
5.57%
MCO
-0.03%
-1,644
-0.00%
$290.24
70.65% $495.28
11.05%
ORLY
-0.04%
-11,460
-0.00%
$30.17
202.24% $91.19
5.63%
DLTR
-0.05%
-1,500
-0.00%
$108.04
1.38% $106.55
3.30%
BAM
-3.69%
-377,500
-0.14%
$41.27
37.51% $56.75
3.64%
MKL
-34.50%
-163,630
-1.14%
$1,033.30
91.32% $1,976.94
2.17%
PRMW
-94.69%
-532,700
-0.06%
$15.69
54.34% $24.21
0.00%
36 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.