One name, Moodys Corp (MCO), is 10.51% of what Chuck Akre's Akre Capital Management reports for 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026. The stake is 1.02M shares worth about $463M, the 2nd largest of 20 stock positions. Chuck Akre trimmed the share count by 12% in 2026 Q3.
What did the 2026 Q3 filing report for MCO?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 10.51% |
| Shares | 1.02M |
| Reported value | $463M |
| Rank in portfolio | 2nd of 20 |
| Largest holding | MA at 22.04% |
| Top three holdings | 41.49% of the book |
| Change this quarter | -12% shares |
How concentrated is Chuck Akre in MCO?
MCO at 10.51% is 2.1 times the average stock position in the Chuck Akre portfolio, which is 5%. The largest holding is MA at 22.04%. The three largest stocks together are 41.49% of the reported book. A quarter earlier MCO was 10.26% of the book.
Where does MCO sit in the Chuck Akre portfolio?
MCO ranks 2nd of 20 stock positions in the Chuck Akre portfolio at 10.51%, above the fund's average stock position of 5%. The MCO cut was the 4th largest of the quarter's 17 position changes by percent change to portfolio. 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 MCO?
Chuck Akre has held MCO since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 15.7% in 2023 Q4. Last quarter the fund cut the position by 7%. Every reported trade is on the Chuck Akre MCO trade history page.
Did other funds buy or sell MCO in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 13, 2026, 5 hold MCO. The largest buyer of MCO this quarter was Donald Yacktman. The largest sellers were John Armitage and Nicolai Tangen. Every tracked holder of MCO is on the MCO ownership page.
FAQ
What share of the Chuck Akre portfolio is MCO?
MCO is 10.51% of the Chuck Akre portfolio as of 2026 Q3, the 2nd largest of 20 stock positions.
What is the MCO stake of Chuck Akre worth?
Chuck Akre holds 1.02M shares of MCO, worth about $463M at September 30, 2026 prices, 10.51% of the reported portfolio.
What are the largest holdings of Chuck Akre?
The largest stock positions of Chuck Akre as of 2026 Q3 are MA (22.04%), MCO (10.51%) and KKR (8.94%), together 41.49% of the book.
Did Chuck Akre's Akre Capital Management change its MCO position in 2026 Q3?
Chuck Akre trimmed the share count by 12% in 2026 Q3.