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.

Portfolio
$9.12B
Positions
18
Quarter
2025Q4
Filings tracked
40
1Y-2.9%3Y+53.0%5Y+31.9%Full performance →
Biggest winner since filing
MAMASTERCARD INCORPORATED
+365.0%
+$1.51B
Biggest loser since filing
CSGPCOSTAR GROUP INC
-67.5%
−$773.2M

Investment strategy

Chuck Akre is a mid-size fund with a concentrated portfolio tilted toward financial services names. 61% of the disclosed equity book is in Financial Services.

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Holdings

6 sectors
18 positions
Top 3 = 43% of book · MA, KKR, MCO
View full portfolio →

Performance

vs SPY
40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives

No options
Chuck Akre has no PUT or CALL positions disclosed for this quarter.
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Activity & trades

Quarter-by-quarter
Last move 2025Q4
ADD CCC — and 4 more recent moves.
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Recent transactions

See full activity →
ADD
CCC INTELLIGENT SOLUTIONS HL
+8,566,856
~$7.95 · 2025Q4
2026-02-13
ADD
COPART INC
+3,631,207
~$39.15 · 2025Q4
2026-02-13
ADD
COSTAR GROUP INC
+311,320
~$67.24 · 2025Q4
2026-02-13
TRIM
DANAHER CORPORATION
805,315
~$228.92 · 2025Q4
2026-02-13
ADD
FAIR ISAAC CORP
+16,596
~$1690.62 · 2025Q4
2026-02-13