Chuck Akre's Akre Capital Management exited AirbnbInc (ABNB) during 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026, selling all 1.18M shares. The position had been worth about $169M at the prior quarter-end and carried 3.32% of the book. ABNB had been in the portfolio for about 2 years, since the quarter ended June 30, 2024.
What did the 2026 Q3 filing report for ABNB?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.18M | 0 |
| Reported value | $169M | $0 |
| Portfolio weight | 3.32% | 0% |
| Held since | 2024 Q2 | sold out in 2026 Q3 |
| Quarters held | 9 |
What did Chuck Akre sell?
Chuck Akre sold 1.18M shares of ABNB between the quarter ended June 30, 2026 and September 30, 2026. The ABNB exit was the largest of the quarter's 17 position changes by percent change to portfolio.
Where does ABNB sit in the Chuck Akre portfolio?
Before the sale, ABNB carried 3.32% of the Chuck Akre portfolio, below the fund's average stock position of 5%. The largest stock position is MA at 22.04%. Next come MCO at 10.51% and KKR at 8.94%. The three largest stocks together are 41.49% of the book. Across the 2026 Q3 portfolio, Chuck Akre reported 20 stock positions, with 2 opened and 1 closed. The total portfolio value is about $4.4B, down 14% from the prior quarter.
How long has Chuck Akre held ABNB?
Chuck Akre held ABNB for about 2 years, from the quarter ended June 30, 2024 to June 30, 2026. The weight peaked at 5.17% in 2025 Q4. Last quarter the fund had already cut the position by 42%, so the exit finishes a two-quarter unwind. Every reported trade is on the Chuck Akre ABNB trade history page.
FAQ
How many ABNB shares did Chuck Akre sell?
Chuck Akre sold all 1.18M shares of ABNB it reported a quarter earlier, worth about $169M.
When did Chuck Akre first buy ABNB?
Chuck Akre first reported ABNB in the quarter ended June 30, 2024.
How much of the Chuck Akre portfolio was ABNB?
ABNB was 3.32% of the Chuck Akre portfolio at the prior quarter-end, and 0% after the sale.