OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Chuck Akre (Akre Capital)
  • Overview
  • Portfolio18
  • Performance40Q
  • Options
  • Activity647
  • News
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 · 2025Q1
18 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
17.56%
of portfolio
Number of shares
3,331,076 sh
Holdings current value
$1.83B
Avg closing price
$112.85
+361.9%
Last action
Trimmed 4.3%
2025Q4
Current $521.30
2
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
11.90%
of portfolio
Number of shares
863,910 sh
Holdings current value
$1.24B
Avg closing price
$104.04
-9.9%
Last action
Trimmed 68.7%
2025Q4
Current $93.71
3
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
10.90%
of portfolio
Number of shares
2,435,458 sh
Holdings current value
$1.13B
Avg closing price
$102.20
+345.5%
Last action
Trimmed 13.6%
2025Q4
Current $455.35
4
VVISA INC
Financial Services·Credit Services
10.70%
of portfolio
Number of shares
3,175,240 sh
Holdings current value
$1.11B
Avg closing price
$84.69
+274.3%
Last action
Trimmed 8.6%
2025Q4
Current $317.02
5
KKRKKR & CO INC
Financial Services·Asset Management
9.83%
of portfolio
Number of shares
8,847,564 sh
Holdings current value
$1.02B
Avg closing price
$28.97
+257.6%
Last action
Trimmed 6.4%
2025Q4
Current $103.60
6
BNBROOKFIELD CORP
Financial Services·Asset Management
9.62%
of portfolio
Number of shares
19,094,021 sh
Holdings current value
$1.00B
Avg closing price
$36.44
+27.8%
Last action
Added 66.5%
2025Q4
Current $46.59
7
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
8.22%
of portfolio
Number of shares
1,449,188 sh
Holdings current value
$854.41M
Avg closing price
$214.77
+68.8%
Last action
Trimmed 3.4%
2025Q4
Current $362.44
8
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
7.09%
of portfolio
Number of shares
9,313,592 sh
Holdings current value
$737.92M
Avg closing price
$123.05
-67.7%
Last action
Added 3.5%
2025Q4
Current $39.72
9
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
5.42%
of portfolio
Number of shares
2,589,192 sh
Holdings current value
$563.41M
Avg closing price
$109.06
+67.2%
Last action
Trimmed 6.8%
2025Q4
Current $182.36
10
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
3.50%
of portfolio
Number of shares
1,775,400 sh
Holdings current value
$363.96M
Avg closing price
$106.22
+83.4%
Last action
Trimmed 31.2%
2025Q4
Current $194.75
11
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
3.35%
of portfolio
Number of shares
2,917,733 sh
Holdings current value
$348.55M
Avg closing price
$133.81
+5.8%
Last action
Added 23.5%
2025Q2
Current $141.55
12
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
1.15%
of portfolio
Number of shares
13,190,384 sh
Holdings current value
$119.11M
Avg closing price
$9.81
-42.5%
Last action
Added 185.3%
2025Q4
Current $5.64
13
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.42%
of portfolio
Number of shares
366,125 sh
Holdings current value
$43.22M
Avg closing price
$61.25
-28.4%
Last action
Added 1.4%
2025Q4
Current $43.85
14
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
0.15%
of portfolio
Number of shares
205,275 sh
Holdings current value
$16.00M
Avg closing price
$58.58
-30.2%
Last action
Trimmed 21.0%
2025Q2
Current $40.88
15
BRK.BBERKSHIRE HATHAWAY INC DEL
0.08%
of portfolio
Number of shares
15,175 sh
Holdings current value
$8.08M
Avg closing price
$147.97
+220.7%
Last action
Trimmed 12.1%
2025Q4
Current $474.58
16
H82027105SOPHIA GENETICS SA
0.07%
of portfolio
Number of shares
2,237,504 sh
Holdings current value
$7.43M
Avg closing price
$3.94
Last action
Added 196.0%
2025Q2
Current —
17
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.03%
of portfolio
Number of shares
10,139 sh
Holdings current value
$3.02M
Avg closing price
$80.12
+122.3%
Last action
Exited
2025Q4
Current $178.07
18
DBRGDIGITALBRIDGE GROUP INC
Financial Services·Asset Management
0.01%
of portfolio
Number of shares
164,740 sh
Holdings current value
$1.45M
Avg closing price
$12.38
+25.9%
Last action
Exited
2025Q2
Current $15.59

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MA
17.56% · -4.9%
ORLY
11.90% · -93.5%
MCO
10.90% · -2.2%
V
10.70% · -9.5%
KKR
9.83% · -10.4%
BN
9.62% · -11.1%
ROP
8.22% · -38.5%
CSGP
7.09% · -49.9%
AMT
5.42% · -16.2%
DHR
3.50% · -5.0%
ABNB
3.35% · +18.5%
CCC
1.15% · -37.5%
GSHD
0.42% · -62.9%
KMX
0.15% · -47.5%
BRK.B
0.08% · -10.9%
SOPHIA GENETICS SA
0.07%
VRSK
0.03% · -40.2%
DBRG
0.01% · +76.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services7 pos$6.14B59.1%
  • Consumer Cyclical3 pos$1.60B15.4%
  • Real Estate2 pos$1.30B12.5%
  • Technology2 pos$973.5M9.4%
  • Healthcare1 pos$364.0M3.5%
  • Industrials1 pos$3.0M0.0%