Asset Manager · CIK 0001112520
Chuck Akre
Akre Capital
Chuck Akre runs Akre Capital, an asset manager overseeing $9.12B in disclosed equity holdings (SEC CIK 0001112520). The latest 13F filing (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 23.3% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$9.12B
Positions
18
Quarter
2025Q4
Filings tracked
40
1-Yearactual
-23.33%
since 2024Q4
3-Yearactual
+10.36%
since 2022Q4
5-Yearactual
+3.06%
since 2020Q4
10-Year
—
insufficient history
Performance overview
We mark Chuck Akre (Akre Capital)'s disclosed 13F book to current market prices and compare its growth against the S&P 500 (SPY). Chuck's portfolio is -23.3% over the last 12 months · 140.7% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Chuck Akre
+92.1%
SPY
—
Portfolio line tracks reported 13F AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$270M
Lifetime buys
$4.30B
Lifetime sells
$11.57B
Portfolio over time
AUMPositions
QoQ AUM
-9.1%
16Q lifetime AUM
-36.9%
QoQ positions
-1
16Q lifetime positions
-3
Position concentration
19 positions