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.
Methodology:TWR tiles chain-link quarterly mark-to-market across consecutive filings (GIPS-compliant) ·actual tiles use a real 13F snapshot marked to today ·backtest tiles re-price the current book to historical prices.
Performance overview
We mark Chuck Akre (Akre Capital)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Chuck's portfolio is -2.9% over the last 12 months · 157.1% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Chuck Akre
+37.0%
SPY
+69.5%
Alpha
-32.6pp
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.