Asset Manager · CIK 0001112520

Chuck Akre

Akre Capital
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Chuck Akre runs Akre Capital, an asset manager overseeing $9.12B in disclosed equity holdings (SEC CIK 0001112520). The latest portfolio (2025Q4) discloses 18 positions across 6 sectors, with the largest positions in MA, BN and KKR. On a mark-to-market basis the tracked portfolio has declined 2.9% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Chuck's filingsView holdings
Portfolio
$9.12B
Positions
18
Quarter
2025Q4
Filings tracked
40
1Y-2.9%3Y+53.0%5Y+31.9%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$1.44B+$722M$0-$722M-$1.44B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$270M
Lifetime buys
$4.30B
Lifetime sells
$11.57B

Quarter activity

What changed in 2023Q1 — net new, added, trimmed, exited.
New positions0 names
—
Added to5 names
  • BNBROOKFIELD CORP
    +820,001
    $26.7M
  • KKRKKR & CO INC
    +73,450
    $3.9M
  • DBRGDIGITALBRIDGE GROUP INC
    +142,815
    $1.7M
  • MAMASTERCARD INCORPORATED
    +3,433
    $1.2M
  • AMTAMERICAN TOWER CORP NEW
    +5,271
    $1.1M
Trimmed4 names
  • KMXCARMAX INC
    −2,192,556
    $140.9M
  • ADBEADOBE SYSTEMS INCORPORATED
    −40,477
    $15.6M
  • ORLYOREILLY AUTOMOTIVE INC
    −115
    $98K
  • DLTRDOLLAR TREE INC
    −143
    $21K
Exited1 name
  • ALRMALARM COM HLDGS INC
    −263,939
    $13.1M

Recent transactions

Last 20 moves
TRIM
Chuck Akre (Akre Capital) trimmed V
VISA INC
−297,132
~$350.71 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed DHR
DANAHER CORPORATION
−805,315
~$228.92 · 2025Q4
2026-02-13
SOLD
Chuck Akre (Akre Capital) exited VRSK
VERISK ANALYTICS INC
−8,279
~$251.51 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to GSHD
GOOSEHEAD INS INC
+4,971
~$73.65 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed KKR
KKR & CO INC
−607,215
~$127.48 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed ORLY
OREILLY AUTOMOTIVE INC
−1,892,609
~$91.21 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed MCO
MOODYS CORP
−383,718
~$510.85 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed ROP
ROPER TECHNOLOGIES INC
−51,520
~$445.13 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed BRK.B
BERKSHIRE HATHAWAY INC DEL
−2,083
~$502.65 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to CPRT
COPART INC
+3,631,207
~$39.15 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to CCC
CCC INTELLIGENT SOLUTIONS HL
+8,566,856
~$7.95 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to CSGP
COSTAR GROUP INC
+311,320
~$67.24 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to BN
BROOKFIELD CORP
+7,627,692
~$45.89 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed AMT
AMERICAN TOWER CORP NEW
−187,576
~$175.57 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to FICO
FAIR ISAAC CORP
+16,596
~$1690.62 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed MA
MASTERCARD INCORPORATED
−150,314
~$570.88 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to CCC
CCC INTELLIGENT SOLUTIONS HL
+1,500,000
~$9.11 · 2025Q3
2025-11-13
TRIM
Chuck Akre (Akre Capital) trimmed CSGP
COSTAR GROUP INC
−2,747
~$84.37 · 2025Q3
2025-11-13
TRIM
Chuck Akre (Akre Capital) trimmed MA
MASTERCARD INCORPORATED
−139,692
~$568.81 · 2025Q3
2025-11-13
TRIM
Chuck Akre (Akre Capital) trimmed AMT
AMERICAN TOWER CORP NEW
−472,406
~$192.32 · 2025Q3
2025-11-13