Asset Manager · CIK 0001112520
Chuck Akre
Akre Capital
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
1-YearTWR
-2.88%
since 2024Q4
3-YearTWR
+52.96%
since 2022Q4
5-YearTWR
+31.93%
since 2020Q4
10-Year
—
insufficient history
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 · 140.7% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Chuck Akre
+268.5%
SPY
—
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.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$270M
Lifetime buys
$4.30B
Lifetime sells
$11.57B
Portfolio over time
AUMPositions
QoQ AUM
-9.1%
16Q lifetime AUM
-36.9%
QoQ positions
-1
16Q lifetime positions
-3
Position concentration
19 positions