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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 · 2023Q4
18 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
18.17%
of portfolio
Number of shares
5,061,834 sh
Holdings current value
$2.16B
Avg closing price
$112.85
+361.9%
Last action
Trimmed 2.9%
2025Q4
Current $521.30
2
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
15.70%
of portfolio
Number of shares
4,776,940 sh
Holdings current value
$1.87B
Avg closing price
$102.20
+345.5%
Last action
Trimmed 7.4%
2025Q4
Current $455.35
3
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
12.36%
of portfolio
Number of shares
6,804,599 sh
Holdings current value
$1.47B
Avg closing price
$109.06
+67.2%
Last action
Trimmed 2.7%
2025Q4
Current $182.36
4
KKRKKR & CO INC
Financial Services·Asset Management
11.61%
of portfolio
Number of shares
16,648,219 sh
Holdings current value
$1.38B
Avg closing price
$28.97
+257.6%
Last action
Trimmed 3.5%
2025Q4
Current $103.60
5
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
8.15%
of portfolio
Number of shares
1,019,864 sh
Holdings current value
$968.95M
Avg closing price
$104.04
-9.9%
Last action
Trimmed 65.0%
2025Q4
Current $93.71
6
VVISA INC
Financial Services·Credit Services
7.69%
of portfolio
Number of shares
3,508,740 sh
Holdings current value
$913.50M
Avg closing price
$84.69
+274.3%
Last action
Trimmed 7.8%
2025Q4
Current $317.02
7
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
7.21%
of portfolio
Number of shares
1,572,692 sh
Holdings current value
$857.38M
Avg closing price
$214.77
+68.8%
Last action
Trimmed 3.2%
2025Q4
Current $362.44
8
BNBROOKFIELD CORP
Financial Services·Asset Management
6.09%
of portfolio
Number of shares
18,053,491 sh
Holdings current value
$724.31M
Avg closing price
$36.44
+27.8%
Last action
Added 73.2%
2025Q4
Current $46.59
9
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
5.34%
of portfolio
Number of shares
7,255,669 sh
Holdings current value
$634.07M
Avg closing price
$123.05
-67.7%
Last action
Added 4.5%
2025Q4
Current $39.72
10
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
3.46%
of portfolio
Number of shares
1,775,400 sh
Holdings current value
$410.72M
Avg closing price
$106.22
+83.4%
Last action
Trimmed 31.2%
2025Q4
Current $194.75
11
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
1.76%
of portfolio
Number of shares
2,726,695 sh
Holdings current value
$209.25M
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
1.17%
of portfolio
Number of shares
3,455,966 sh
Holdings current value
$138.83M
Avg closing price
$28.67
+72.0%
Last action
Exited
2024Q2
Current $49.32
13
DBRGDIGITALBRIDGE GROUP INC
Financial Services·Asset Management
0.65%
of portfolio
Number of shares
4,402,220 sh
Holdings current value
$77.21M
Avg closing price
$12.38
+25.9%
Last action
Exited
2025Q2
Current $15.59
14
SBACSBA COMMUNICATIONS CORP NEWREIT
Real Estate·REIT - Specialty
0.39%
of portfolio
Number of shares
180,629 sh
Holdings current value
$45.82M
Avg closing price
$212.50
+5.0%
Last action
Exited
2024Q3
Current $223.14
15
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.16%
of portfolio
Number of shares
243,672 sh
Holdings current value
$18.47M
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
16,560 sh
Holdings current value
$5.91M
Avg closing price
$147.97
+220.7%
Last action
Trimmed 11.2%
2025Q4
Current $474.58
17
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.03%
of portfolio
Number of shares
17,325 sh
Holdings current value
$4.14M
Avg closing price
$80.12
+122.3%
Last action
Exited
2025Q4
Current $178.07
18
DLTRDOLLAR TREE INC
Consumer Defensive·Discount Stores
0.03%
of portfolio
Number of shares
21,771 sh
Holdings current value
$3.09M
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
18.17% · +22.2%
MCO
15.70% · +16.6%
AMT
12.36% · -15.5%
KKR
11.61% · +25.0%
ORLY
8.15% · -90.1%
V
7.69% · +21.8%
ROP
7.21% · -33.5%
BN
6.09% · +16.1%
CSGP
5.34% · -54.5%
DHR
3.46% · -15.8%
KMX
1.76% · -46.7%
BAM
1.17% · +22.8%
DBRG
0.65% · -11.1%
SBAC
0.39% · -12.0%
GSHD
0.16% · -42.2%
BRK.B
0.05% · +33.1%
VRSK
0.03% · -25.5%
DLTR
0.03% · -25.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services8 pos$7.28B61.3%
  • Real Estate3 pos$2.15B18.1%
  • Consumer Cyclical2 pos$1.18B9.9%
  • Technology1 pos$857.4M7.2%
  • Healthcare1 pos$410.7M3.5%
  • Industrials1 pos$4.1M0.0%
  • Consumer Defensive1 pos$3.1M0.0%