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 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+53.3%Full performance →
Capital flow per quarter
BuysSellsNet
+$2.20B+$1.10B$0-$1.10B-$2.20B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$270M
Lifetime buys
$4.37B
Lifetime sells
$12.80B

Quarter activity

What changed in 2023Q4 — net new, added, trimmed, exited.
New positions1 name
  • SBACSBA COMMUNICATIONS CORP NEW
    +180,629
    $45.8M
Added to2 names
  • AMTAMERICAN TOWER CORP NEW
    +36,375
    $7.9M
  • CSGPCOSTAR GROUP INC
    +6,443
    $563K
Trimmed13 names
  • MAMASTERCARD INCORPORATED
    788,927
    $336.5M
  • VVISA INC
    1,292,214
    $336.4M
  • MCOMOODYS CORP
    317,706
    $124.1M
  • ORLYOREILLY AUTOMOTIVE INC
    35,609
    $33.8M
  • KKRKKR & CO INC
    262,388
    $21.7M
  • BNBROOKFIELD CORP
    91,160
    $3.7M
  • ROPROPER TECHNOLOGIES INC
    2,067
    $1.1M
  • DLTRDOLLAR TREE INC
    7,145
    $1.0M
  • DBRGDIGITALBRIDGE GROUP INC
    45,410
    $796K
  • KMXCARMAX INC
    6,767
    $519K
  • BAMBROOKFIELD ASSET MANAGMT LTD
    7,906
    $318K
  • VRSKVERISK ANALYTICS INC
    1,310
    $313K
  • + 1 more…
Exited0 names

Recent transactions

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