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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Chuck Akre (Akre Capital)
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Asset Manager · CIK 0001112520

Chuck Akre

Akre Capital
Share
  • Financials-Focused
  • Concentrated
  • Mid-Size Fund

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.

Track Chuck's filingsView holdings↓
Portfolio
$9.12B
Positions
18
Quarter
2025Q4
Filings tracked
40
1Y-2.9%Since filing+157.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q2
18 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
19.23%
of portfolio
Number of shares
5,869,459 sh
Holdings current value
$2.31B
Avg closing price
$112.85
+361.9%
Last action
Trimmed 2.5%
2025Q4
Current $521.30
2
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
15.30%
of portfolio
Number of shares
5,281,223 sh
Holdings current value
$1.84B
Avg closing price
$102.20
+345.5%
Last action
Trimmed 6.8%
2025Q4
Current $455.35
3
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
10.90%
of portfolio
Number of shares
6,744,947 sh
Holdings current value
$1.31B
Avg closing price
$109.06
+67.2%
Last action
Trimmed 2.7%
2025Q4
Current $182.36
4
VVISA INC
Financial Services·Credit Services
9.74%
of portfolio
Number of shares
4,922,138 sh
Holdings current value
$1.17B
Avg closing price
$84.69
+274.3%
Last action
Trimmed 5.7%
2025Q4
Current $317.02
5
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
8.86%
of portfolio
Number of shares
1,113,753 sh
Holdings current value
$1.06B
Avg closing price
$104.04
-9.9%
Last action
Trimmed 63.0%
2025Q4
Current $93.71
6
KKRKKR & CO INC
Financial Services·Asset Management
7.11%
of portfolio
Number of shares
15,233,868 sh
Holdings current value
$853.10M
Avg closing price
$28.97
+257.6%
Last action
Trimmed 3.8%
2025Q4
Current $103.60
7
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
6.63%
of portfolio
Number of shares
1,655,625 sh
Holdings current value
$796.02M
Avg closing price
$214.77
+68.8%
Last action
Trimmed 3.0%
2025Q4
Current $362.44
8
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
5.27%
of portfolio
Number of shares
7,111,430 sh
Holdings current value
$632.92M
Avg closing price
$123.05
-67.7%
Last action
Added 4.6%
2025Q4
Current $39.72
9
BNBROOKFIELD CORP
Financial Services·Asset Management
5.13%
of portfolio
Number of shares
18,304,313 sh
Holdings current value
$615.94M
Avg closing price
$36.44
+27.8%
Last action
Added 71.4%
2025Q4
Current $46.59
10
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
4.33%
of portfolio
Number of shares
1,064,081 sh
Holdings current value
$520.32M
Avg closing price
$360.65
-32.2%
Last action
Exited
2023Q3
Current $244.45
11
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
3.58%
of portfolio
Number of shares
1,790,300 sh
Holdings current value
$429.67M
Avg closing price
$106.22
+83.4%
Last action
Trimmed 31.0%
2025Q4
Current $194.75
12
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
1.99%
of portfolio
Number of shares
2,850,806 sh
Holdings current value
$238.61M
Avg closing price
$58.58
-30.2%
Last action
Trimmed 1.9%
2025Q2
Current $40.88
13
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.00%
of portfolio
Number of shares
3,691,684 sh
Holdings current value
$120.46M
Avg closing price
$28.67
+72.0%
Last action
Exited
2024Q2
Current $49.32
14
DBRGDIGITALBRIDGE GROUP INC
Financial Services·Asset Management
0.62%
of portfolio
Number of shares
5,020,631 sh
Holdings current value
$73.85M
Avg closing price
$12.38
+25.9%
Last action
Exited
2025Q2
Current $15.59
15
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.13%
of portfolio
Number of shares
243,672 sh
Holdings current value
$15.32M
Avg closing price
$61.25
-28.4%
Last action
Added 2.1%
2025Q4
Current $43.85
16
BRK.BBERKSHIRE HATHAWAY INC DEL
0.05%
of portfolio
Number of shares
17,114 sh
Holdings current value
$5.84M
Avg closing price
$147.97
+220.7%
Last action
Trimmed 10.9%
2025Q4
Current $474.58
17
DLTRDOLLAR TREE INC
Consumer Defensive·Discount Stores
0.04%
of portfolio
Number of shares
30,296 sh
Holdings current value
$4.35M
Avg closing price
$82.06
+29.1%
Last action
Exited
2024Q2
Current $105.93
18
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.04%
of portfolio
Number of shares
18,976 sh
Holdings current value
$4.29M
Avg closing price
$80.12
+122.3%
Last action
Exited
2025Q4
Current $178.07

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MA
19.23% · +32.5%
MCO
15.30% · +31.0%
AMT
10.90% · -6.0%
V
9.74% · +33.5%
ORLY
8.86% · -90.2%
KKR
7.11% · +85.0%
ROP
6.63% · -24.6%
CSGP
5.27% · -55.4%
BN
5.13% · +38.5%
ADBE
4.33% · -50.0%
DHR
3.58% · -18.9%
KMX
1.99% · -51.2%
BAM
1.00% · +51.1%
DBRG
0.62% · +6.0%
GSHD
0.13% · -30.3%
BRK.B
0.05% · +39.2%
DLTR
0.04% · -26.2%
VRSK
0.04% · -21.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services8 pos$6.99B58.3%
  • Real Estate2 pos$1.94B16.2%
  • Technology2 pos$1.32B11.0%
  • Consumer Cyclical2 pos$1.30B10.9%
  • Healthcare1 pos$429.7M3.6%
  • Consumer Defensive1 pos$4.3M0.0%
  • Industrials1 pos$4.3M0.0%