Asset Manager · CIK 0001112520

Chuck Akre

Akre Capital
Share

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
1Y-23.3%3Y+10.4%5Y+3.1%Full performance →

Holdings

Sorted by value · 2023Q2
18 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
19.23%
of portfolio
Avg buy
$111.50
2016Q1
Current
$518.54
Return
+365.0%
Last action
Trimmed 2.5%
2025Q4
5,869,459 sh
$2.31B
2
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
15.30%
of portfolio
Avg buy
$102.19
2016Q1
Current
Return
Last action
Trimmed 6.8%
2025Q4
5,281,223 sh
$1.84B
3
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
10.90%
of portfolio
Avg buy
$109.06
2016Q1
Current
$178.60
Return
+63.8%
Last action
Trimmed 2.7%
2025Q4
6,744,947 sh
$1.31B
4
VVISA INC
Financial Services·Credit Services
9.74%
of portfolio
Avg buy
$84.69
2016Q1
Current
$315.10
Return
+272.1%
Last action
Trimmed 5.7%
2025Q4
4,922,138 sh
$1.17B
5
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
8.86%
of portfolio
Avg buy
$104.04
2016Q1
Current
$92.71
Return
-10.9%
Last action
Trimmed 63.0%
2025Q4
1,113,753 sh
$1.06B
6
KKRKKR & CO INC
Financial Services·Asset Management
7.11%
of portfolio
Avg buy
$28.78
2018Q2
Current
$102.02
Return
+254.4%
Last action
Trimmed 3.8%
2025Q4
15,233,868 sh
$853.10M
7
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
6.63%
of portfolio
Avg buy
$214.77
2016Q1
Current
Return
Last action
Trimmed 3.0%
2025Q4
1,655,625 sh
$796.02M
8
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
5.27%
of portfolio
Avg buy
$123.05
2019Q4
Current
$40.04
Return
-67.5%
Last action
Added 4.6%
2025Q4
7,111,430 sh
$632.92M
9
BNBROOKFIELD CORP
Financial Services·Asset Management
5.13%
of portfolio
Avg buy
$36.44
2022Q4
Current
$45.95
Return
+26.1%
Last action
Added 71.4%
2025Q4
18,304,313 sh
$615.94M
10
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
4.33%
of portfolio
Avg buy
$359.74
2020Q1
Current
$248.16
Return
-31.0%
Last action
Exited
2023Q3
1,064,081 sh
$520.32M
11
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
3.58%
of portfolio
Avg buy
$106.22
2016Q1
Current
$193.78
Return
+82.4%
Last action
Trimmed 31.0%
2025Q4
1,790,300 sh
$429.67M
12
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
1.99%
of portfolio
Avg buy
$58.53
2016Q1
Current
$40.49
Return
-30.8%
Last action
Trimmed 1.9%
2025Q2
2,850,806 sh
$238.61M
13
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.00%
of portfolio
Avg buy
$28.67
2022Q4
Current
Return
Last action
Exited
2024Q2
3,691,684 sh
$120.46M
14
DBRGDIGITALBRIDGE GROUP INC
Financial Services·Asset Management
0.62%
of portfolio
Avg buy
$1.13
2022Q3
Current
Return
Last action
Exited
2025Q2
5,020,631 sh
$73.85M
15
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.13%
of portfolio
Avg buy
$61.25
2018Q4
Current
Return
Last action
Added 2.1%
2025Q4
243,672 sh
$15.32M
16
BRK.BBERKSHIRE HATHAWAY INC DEL
0.05%
of portfolio
Avg buy
$147.97
2016Q1
Current
Return
Last action
Trimmed 10.9%
2025Q4
17,114 sh
$5.84M
17
DLTRDOLLAR TREE INC
Consumer Defensive·Discount Stores
0.04%
of portfolio
Avg buy
$82.06
2016Q1
Current
$99.93
Return
+21.8%
Last action
Exited
2024Q2
30,296 sh
$4.35M
18
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.04%
of portfolio
Avg buy
$80.12
2016Q1
Current
$178.31
Return
+122.6%
Last action
Exited
2025Q4
18,976 sh
$4.29M

Portfolio heatmap

Box size = % of portfolio · color = return since filing

Sector exposure

Share of dollar value across the latest 13F report. Unclassified positions excluded.