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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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  1. Home/
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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 · 2024Q3
18 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
16.11%
of portfolio
Number of shares
3,920,592 sh
Holdings current value
$1.94B
Avg closing price
$112.85
+361.9%
Last action
Trimmed 3.7%
2025Q4
Current $521.30
2
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
13.28%
of portfolio
Number of shares
3,362,880 sh
Holdings current value
$1.60B
Avg closing price
$102.20
+345.5%
Last action
Trimmed 10.2%
2025Q4
Current $455.35
3
KKRKKR & CO INC
Financial Services·Asset Management
12.38%
of portfolio
Number of shares
11,393,836 sh
Holdings current value
$1.49B
Avg closing price
$28.97
+257.6%
Last action
Trimmed 5.1%
2025Q4
Current $103.60
4
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
11.71%
of portfolio
Number of shares
6,052,532 sh
Holdings current value
$1.41B
Avg closing price
$109.06
+67.2%
Last action
Trimmed 3.0%
2025Q4
Current $182.36
5
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
8.81%
of portfolio
Number of shares
919,065 sh
Holdings current value
$1.06B
Avg closing price
$104.04
-9.9%
Last action
Trimmed 67.3%
2025Q4
Current $93.71
6
BNBROOKFIELD CORP
Financial Services·Asset Management
8.38%
of portfolio
Number of shares
18,938,431 sh
Holdings current value
$1.01B
Avg closing price
$36.44
+27.8%
Last action
Added 67.4%
2025Q4
Current $46.59
7
VVISA INC
Financial Services·Credit Services
7.49%
of portfolio
Number of shares
3,271,740 sh
Holdings current value
$899.56M
Avg closing price
$84.69
+274.3%
Last action
Trimmed 8.3%
2025Q4
Current $317.02
8
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
6.94%
of portfolio
Number of shares
1,499,429 sh
Holdings current value
$834.34M
Avg closing price
$214.77
+68.8%
Last action
Trimmed 3.3%
2025Q4
Current $362.44
9
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
5.61%
of portfolio
Number of shares
8,934,093 sh
Holdings current value
$673.99M
Avg closing price
$123.05
-67.7%
Last action
Added 3.6%
2025Q4
Current $39.72
10
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
4.11%
of portfolio
Number of shares
1,775,400 sh
Holdings current value
$493.60M
Avg closing price
$106.22
+83.4%
Last action
Trimmed 31.2%
2025Q4
Current $194.75
11
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
2.80%
of portfolio
Number of shares
2,649,398 sh
Holdings current value
$335.97M
Avg closing price
$133.81
+5.8%
Last action
Added 26.5%
2025Q2
Current $141.55
12
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.98%
of portfolio
Number of shares
10,681,398 sh
Holdings current value
$118.03M
Avg closing price
$9.81
-42.5%
Last action
Added 405.1%
2025Q4
Current $5.64
13
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
0.84%
of portfolio
Number of shares
1,297,151 sh
Holdings current value
$100.37M
Avg closing price
$58.58
-30.2%
Last action
Trimmed 4.0%
2025Q2
Current $40.88
14
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.27%
of portfolio
Number of shares
366,125 sh
Holdings current value
$32.69M
Avg closing price
$61.25
-28.4%
Last action
Added 1.4%
2025Q4
Current $43.85
15
DBRGDIGITALBRIDGE GROUP INC
Financial Services·Asset Management
0.15%
of portfolio
Number of shares
1,315,076 sh
Holdings current value
$18.58M
Avg closing price
$12.38
+25.9%
Last action
Exited
2025Q2
Current $15.59
16
H82027105SOPHIA GENETICS SA
0.07%
of portfolio
Number of shares
2,237,504 sh
Holdings current value
$8.17M
Avg closing price
$3.94
Last action
Added 196.0%
2025Q2
Current —
17
BRK.BBERKSHIRE HATHAWAY INC DEL
0.06%
of portfolio
Number of shares
15,274 sh
Holdings current value
$7.03M
Avg closing price
$147.97
+220.7%
Last action
Trimmed 12.0%
2025Q4
Current $474.58
18
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.03%
of portfolio
Number of shares
12,378 sh
Holdings current value
$3.32M
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
16.11% · +5.6%
MCO
13.28% · -4.1%
KKR
12.38% · -20.7%
AMT
11.71% · -21.6%
ORLY
8.81% · -91.9%
BN
8.38% · -12.3%
V
7.49% · +15.3%
ROP
6.94% · -34.9%
CSGP
5.61% · -47.3%
DHR
4.11% · -30.0%
ABNB
2.80% · +11.6%
CCC
0.98% · -49.0%
KMX
0.84% · -47.2%
GSHD
0.27% · -50.9%
DBRG
0.15% · +10.3%
SOPHIA GENETICS SA
0.07%
BRK.B
0.06% · +3.1%
VRSK
0.03% · -33.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services7 pos$6.98B58.1%
  • Real Estate2 pos$2.08B17.3%
  • Consumer Cyclical3 pos$1.49B12.5%
  • Technology2 pos$952.4M7.9%
  • Healthcare1 pos$493.6M4.1%
  • Industrials1 pos$3.3M0.0%