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+53.3%10Y+361.2%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 2024Q2 — net new, added, trimmed, exited.
New positions1 name
  • ABNBAIRBNB INC
    +935,876
    $141.9M
Added to6 names
  • CSGPCOSTAR GROUP INC
    +1,508,797
    $111.9M
  • SBACSBA COMMUNICATIONS CORP NEW
    +319,371
    $62.7M
  • BNBROOKFIELD CORP
    +507,467
    $21.1M
  • CCCCCC INTELLIGENT SOLUTIONS HL
    +815,722
    $9.1M
  • H82027SOPHIA GENETICS SA
    +1,632,733
    $7.5M
  • GSHDGOOSEHEAD INS INC
    +122,453
    $7.0M
Trimmed10 names
  • MAMASTERCARD INCORPORATED
    570,943
    $251.9M
  • KKRKKR & CO INC
    1,189,735
    $125.2M
  • MCOMOODYS CORP
    231,863
    $97.6M
  • KMXCARMAX INC
    556,320
    $40.8M
  • ORLYOREILLY AUTOMOTIVE INC
    32,335
    $34.1M
  • AMTAMERICAN TOWER CORP NEW
    63,518
    $12.3M
  • DBRGDIGITALBRIDGE GROUP INC
    465,911
    $6.4M
  • ROPROPER TECHNOLOGIES INC
    1,021
    $575K
  • VRSKVERISK ANALYTICS INC
    1,256
    $339K
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    595
    $242K
Exited3 names
  • UBERUBER TECHNOLOGIES INC
    1,775,000
    $136.7M
  • BAMBROOKFIELD ASSET MANAGMT LTD
    63,000
    $2.6M
  • DLTRDOLLAR TREE INC
    2,229
    $297K

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