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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 · 2024Q4
18 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
16.87%
of portfolio
Number of shares
3,703,739 sh
Holdings current value
$1.95B
Avg closing price
$112.85
+361.9%
Last action
Trimmed 3.9%
2025Q4
Current $521.30
2
KKRKKR & CO INC
Financial Services·Asset Management
13.16%
of portfolio
Number of shares
10,283,564 sh
Holdings current value
$1.52B
Avg closing price
$28.97
+257.6%
Last action
Trimmed 5.6%
2025Q4
Current $103.60
3
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
12.61%
of portfolio
Number of shares
3,078,927 sh
Holdings current value
$1.46B
Avg closing price
$102.20
+345.5%
Last action
Trimmed 11.1%
2025Q4
Current $455.35
4
BNBROOKFIELD CORP
Financial Services·Asset Management
9.43%
of portfolio
Number of shares
18,969,179 sh
Holdings current value
$1.09B
Avg closing price
$36.44
+27.8%
Last action
Added 67.3%
2025Q4
Current $46.59
5
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
9.18%
of portfolio
Number of shares
895,280 sh
Holdings current value
$1.06B
Avg closing price
$104.04
-9.9%
Last action
Trimmed 67.9%
2025Q4
Current $93.71
6
VVISA INC
Financial Services·Credit Services
8.94%
of portfolio
Number of shares
3,271,740 sh
Holdings current value
$1.03B
Avg closing price
$84.69
+274.3%
Last action
Trimmed 8.3%
2025Q4
Current $317.02
7
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
8.73%
of portfolio
Number of shares
5,503,413 sh
Holdings current value
$1.01B
Avg closing price
$109.06
+67.2%
Last action
Trimmed 3.3%
2025Q4
Current $182.36
8
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
6.66%
of portfolio
Number of shares
1,481,929 sh
Holdings current value
$770.38M
Avg closing price
$214.77
+68.8%
Last action
Trimmed 3.4%
2025Q4
Current $362.44
9
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
5.77%
of portfolio
Number of shares
9,313,880 sh
Holdings current value
$666.78M
Avg closing price
$123.05
-67.7%
Last action
Added 3.5%
2025Q4
Current $39.72
10
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
3.53%
of portfolio
Number of shares
1,775,400 sh
Holdings current value
$407.54M
Avg closing price
$106.22
+83.4%
Last action
Trimmed 31.2%
2025Q4
Current $194.75
11
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
3.01%
of portfolio
Number of shares
2,649,398 sh
Holdings current value
$348.16M
Avg closing price
$133.81
+5.8%
Last action
Added 26.5%
2025Q2
Current $141.55
12
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
1.08%
of portfolio
Number of shares
10,681,398 sh
Holdings current value
$125.29M
Avg closing price
$9.81
-42.5%
Last action
Added 405.1%
2025Q4
Current $5.64
13
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
0.47%
of portfolio
Number of shares
667,437 sh
Holdings current value
$54.57M
Avg closing price
$58.58
-30.2%
Last action
Trimmed 7.6%
2025Q2
Current $40.88
14
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.34%
of portfolio
Number of shares
366,125 sh
Holdings current value
$39.26M
Avg closing price
$61.25
-28.4%
Last action
Added 1.4%
2025Q4
Current $43.85
15
DBRGDIGITALBRIDGE GROUP INC
Financial Services·Asset Management
0.07%
of portfolio
Number of shares
764,730 sh
Holdings current value
$8.63M
Avg closing price
$12.38
+25.9%
Last action
Exited
2025Q2
Current $15.59
16
BRK.BBERKSHIRE HATHAWAY INC DEL
0.06%
of portfolio
Number of shares
15,274 sh
Holdings current value
$6.92M
Avg closing price
$147.97
+220.7%
Last action
Trimmed 12.0%
2025Q4
Current $474.58
17
H82027105SOPHIA GENETICS SA
0.06%
of portfolio
Number of shares
2,237,504 sh
Holdings current value
$6.87M
Avg closing price
$3.94
Last action
Added 196.0%
2025Q2
Current —
18
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.03%
of portfolio
Number of shares
11,301 sh
Holdings current value
$3.11M
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
16.87% · -1.0%
KKR
13.16% · -30.0%
MCO
12.61% · -3.8%
BN
9.43% · -18.9%
ORLY
9.18% · -92.1%
V
8.94% · +0.3%
AMT
8.73% · -0.6%
ROP
6.66% · -30.3%
CSGP
5.77% · -44.5%
DHR
3.53% · -15.2%
ABNB
3.01% · +7.7%
CCC
1.08% · -51.9%
KMX
0.47% · -50.0%
GSHD
0.34% · -59.1%
DBRG
0.07% · +38.2%
BRK.B
0.06% · +4.7%
SOPHIA GENETICS SA
0.06%
VRSK
0.03% · -35.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services7 pos$7.10B61.5%
  • Real Estate2 pos$1.68B14.5%
  • Consumer Cyclical3 pos$1.46B12.7%
  • Technology2 pos$895.7M7.8%
  • Healthcare1 pos$407.5M3.5%
  • Industrials1 pos$3.1M0.0%