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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 · 2023Q3
17 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
20.12%
of portfolio
Number of shares
5,850,761 sh
Holdings current value
$2.32B
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
13.99%
of portfolio
Number of shares
5,094,646 sh
Holdings current value
$1.61B
Avg closing price
$102.20
+345.5%
Last action
Trimmed 7.0%
2025Q4
Current $455.35
3
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
9.67%
of portfolio
Number of shares
6,768,224 sh
Holdings current value
$1.11B
Avg closing price
$109.06
+67.2%
Last action
Trimmed 2.7%
2025Q4
Current $182.36
4
VVISA INC
Financial Services·Credit Services
9.59%
of portfolio
Number of shares
4,800,954 sh
Holdings current value
$1.10B
Avg closing price
$84.69
+274.3%
Last action
Trimmed 5.8%
2025Q4
Current $317.02
5
KKRKKR & CO INC
Financial Services·Asset Management
9.05%
of portfolio
Number of shares
16,910,607 sh
Holdings current value
$1.04B
Avg closing price
$28.97
+257.6%
Last action
Trimmed 3.5%
2025Q4
Current $103.60
6
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
8.33%
of portfolio
Number of shares
1,055,473 sh
Holdings current value
$959.28M
Avg closing price
$104.04
-9.9%
Last action
Trimmed 64.2%
2025Q4
Current $93.71
7
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
6.62%
of portfolio
Number of shares
1,574,759 sh
Holdings current value
$762.62M
Avg closing price
$214.77
+68.8%
Last action
Trimmed 3.2%
2025Q4
Current $362.44
8
BNBROOKFIELD CORP
Financial Services·Asset Management
4.93%
of portfolio
Number of shares
18,144,651 sh
Holdings current value
$567.38M
Avg closing price
$36.44
+27.8%
Last action
Added 72.5%
2025Q4
Current $46.59
9
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
4.84%
of portfolio
Number of shares
7,249,226 sh
Holdings current value
$557.39M
Avg closing price
$123.05
-67.7%
Last action
Added 4.5%
2025Q4
Current $39.72
10
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
3.83%
of portfolio
Number of shares
1,775,400 sh
Holdings current value
$440.48M
Avg closing price
$106.22
+83.4%
Last action
Trimmed 31.2%
2025Q4
Current $194.75
11
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
1.68%
of portfolio
Number of shares
2,733,462 sh
Holdings current value
$193.34M
Avg closing price
$58.58
-30.2%
Last action
Trimmed 2.0%
2025Q2
Current $40.88
12
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.00%
of portfolio
Number of shares
3,463,872 sh
Holdings current value
$115.49M
Avg closing price
$28.67
+72.0%
Last action
Exited
2024Q2
Current $49.32
13
DBRGDIGITALBRIDGE GROUP INC
Financial Services·Asset Management
0.68%
of portfolio
Number of shares
4,447,630 sh
Holdings current value
$78.19M
Avg closing price
$12.38
+25.9%
Last action
Exited
2025Q2
Current $15.59
14
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.16%
of portfolio
Number of shares
243,672 sh
Holdings current value
$18.16M
Avg closing price
$61.25
-28.4%
Last action
Added 2.1%
2025Q4
Current $43.85
15
BRK.BBERKSHIRE HATHAWAY INC DEL
0.05%
of portfolio
Number of shares
17,110 sh
Holdings current value
$5.99M
Avg closing price
$147.97
+220.7%
Last action
Trimmed 10.9%
2025Q4
Current $474.58
16
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.04%
of portfolio
Number of shares
18,635 sh
Holdings current value
$4.40M
Avg closing price
$80.12
+122.3%
Last action
Exited
2025Q4
Current $178.07
17
DLTRDOLLAR TREE INC
Consumer Defensive·Discount Stores
0.03%
of portfolio
Number of shares
28,916 sh
Holdings current value
$3.08M
Avg closing price
$82.06
+29.1%
Last action
Exited
2024Q2
Current $105.93

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MA
20.12% · +31.7%
MCO
13.99% · +44.0%
AMT
9.67% · +10.9%
V
9.59% · +37.8%
KKR
9.05% · +68.2%
ORLY
8.33% · -89.7%
ROP
6.62% · -25.2%
BN
4.93% · +49.0%
CSGP
4.84% · -48.3%
DHR
3.83% · -21.5%
KMX
1.68% · -42.2%
BAM
1.00% · +47.9%
DBRG
0.68% · -11.3%
GSHD
0.16% · -41.2%
BRK.B
0.05% · +35.5%
VRSK
0.04% · -24.6%
DLTR
0.03% · -0.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services8 pos$6.85B62.9%
  • Real Estate2 pos$1.67B15.3%
  • Consumer Cyclical2 pos$1.15B10.6%
  • Technology1 pos$762.6M7.0%
  • Healthcare1 pos$440.5M4.0%
  • Industrials1 pos$4.4M0.0%
  • Consumer Defensive1 pos$3.1M0.0%