Brookfield Corp (BN) is 10.11% of Chuck Akre's Akre Capital Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 12.1M shares worth about $516.2M, the 3rd largest of 19 stock positions. Chuck Akre trimmed the share count by 29% in 2026 Q2.
What did the 2026 Q2 filing report for BN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 10.11% |
| Shares | 12.1M |
| Reported value | $516.2M |
| Rank in portfolio | 3rd of 19 |
| Largest holding | MA at 20.01% |
| Top three holdings | 40.38% of the book |
| Change this quarter | -29% shares |
How concentrated is Chuck Akre in BN?
BN at 10.11% is 1.9 times the average stock position in the Chuck Akre portfolio, which is 5%. The largest holding is MA at 20.01%. The three largest stocks together are 40.38% of the reported book. A quarter earlier BN was 11.27% of the book.
Where does BN sit in the Chuck Akre portfolio?
BN ranks 3rd of 19 stock positions in the Chuck Akre portfolio at 10.11%, above the fund's average stock position of 5%. The BN cut was the largest of the quarter's 15 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Chuck Akre reported 19 stock positions, with no position opened or closed. The total portfolio value is about $5.1B, down 16% from the prior quarter.
How long has Chuck Akre held BN?
Chuck Akre first reported BN in the quarter ended September 30, 2019. The weight peaked at 13.51% in 2025 Q4. Last quarter the fund cut the position by 37%. Every reported trade is on the Chuck Akre BN trade history page.
Did other funds buy or sell BN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 5 hold BN. The largest buyer of BN this quarter was Dodge & Cox Stock Fund. The largest sellers were Bill Ackman, Stephen Mandel and Third Avenue Management. Every tracked holder of BN is on the BN ownership page.
FAQ
What share of the Chuck Akre portfolio is BN?
BN is 10.11% of the Chuck Akre portfolio as of 2026 Q2, the 3rd largest of 19 stock positions.
What is the BN stake of Chuck Akre worth?
Chuck Akre holds 12.1M shares of BN, worth about $516.2M at June 30, 2026 prices, 10.11% of the reported portfolio.
What are the largest holdings of Chuck Akre?
The largest stock positions of Chuck Akre as of 2026 Q2 are MA (20.01%), MCO (10.26%) and BN (10.11%), together 40.38% of the book.
Did Chuck Akre's Akre Capital Management change its BN position in 2026 Q2?
Chuck Akre trimmed the share count by 29% in 2026 Q2.