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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 · 2025Q3
19 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
17.89%
of portfolio
Number of shares
3,155,594 sh
Holdings current value
$1.79B
Avg closing price
$112.85
+361.9%
Last action
Trimmed 4.5%
2025Q4
Current $521.30
2
BNBROOKFIELD CORP
Financial Services·Asset Management
13.14%
of portfolio
Number of shares
19,215,941 sh
Holdings current value
$1.32B
Avg closing price
$36.44
+27.8%
Last action
Added 65.8%
2025Q4
Current $46.59
3
KKRKKR & CO INC
Financial Services·Asset Management
11.29%
of portfolio
Number of shares
8,713,264 sh
Holdings current value
$1.13B
Avg closing price
$28.97
+257.6%
Last action
Trimmed 6.5%
2025Q4
Current $103.60
4
VVISA INC
Financial Services·Credit Services
10.12%
of portfolio
Number of shares
2,973,760 sh
Holdings current value
$1.02B
Avg closing price
$84.69
+274.3%
Last action
Trimmed 9.1%
2025Q4
Current $317.02
5
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
10.07%
of portfolio
Number of shares
2,118,949 sh
Holdings current value
$1.01B
Avg closing price
$102.20
+345.5%
Last action
Trimmed 15.3%
2025Q4
Current $455.35
6
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
9.26%
of portfolio
Number of shares
8,612,428 sh
Holdings current value
$928.51M
Avg closing price
$104.04
-9.9%
Last action
Trimmed 18.0%
2025Q4
Current $93.71
7
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
7.83%
of portfolio
Number of shares
9,306,485 sh
Holdings current value
$785.19M
Avg closing price
$123.05
-67.7%
Last action
Added 3.5%
2025Q4
Current $39.72
8
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
5.75%
of portfolio
Number of shares
1,156,673 sh
Holdings current value
$576.82M
Avg closing price
$214.77
+68.8%
Last action
Trimmed 4.3%
2025Q4
Current $362.44
9
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
4.20%
of portfolio
Number of shares
3,473,243 sh
Holdings current value
$421.72M
Avg closing price
$133.81
+5.8%
Last action
Added 19.0%
2025Q2
Current $141.55
10
FICOFAIR ISAAC CORP
Technology·Software - Application
3.89%
of portfolio
Number of shares
260,849 sh
Holdings current value
$390.37M
Avg closing price
$1519
-29.3%
Last action
Added 6.8%
2025Q4
Current $1074
11
CPRTCOPART INC
Industrials·Specialty Business Services
1.90%
of portfolio
Number of shares
4,236,760 sh
Holdings current value
$190.53M
Avg closing price
$42.91
-22.0%
Last action
Added 599.7%
2025Q4
Current $33.45
12
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
1.73%
of portfolio
Number of shares
874,831 sh
Holdings current value
$173.44M
Avg closing price
$106.22
+83.4%
Last action
Trimmed 47.9%
2025Q4
Current $194.75
13
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
1.48%
of portfolio
Number of shares
16,270,128 sh
Holdings current value
$148.22M
Avg closing price
$9.81
-42.5%
Last action
Added 111.2%
2025Q4
Current $5.64
14
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
0.85%
of portfolio
Number of shares
442,843 sh
Holdings current value
$85.17M
Avg closing price
$109.06
+67.2%
Last action
Trimmed 29.8%
2025Q4
Current $182.36
15
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.27%
of portfolio
Number of shares
366,125 sh
Holdings current value
$27.25M
Avg closing price
$61.25
-28.4%
Last action
Added 1.4%
2025Q4
Current $43.85
16
H82027105SOPHIA GENETICS SA
0.18%
of portfolio
Number of shares
3,719,140 sh
Holdings current value
$17.70M
Avg closing price
$3.94
Last action
Added 66.2%
2025Q2
Current —
17
BRK.BBERKSHIRE HATHAWAY INC DEL
0.07%
of portfolio
Number of shares
13,985 sh
Holdings current value
$7.03M
Avg closing price
$147.97
+220.7%
Last action
Trimmed 13.0%
2025Q4
Current $474.58
18
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
0.07%
of portfolio
Number of shares
150,600 sh
Holdings current value
$6.76M
Avg closing price
$58.58
-30.2%
Last action
Trimmed 26.6%
2025Q2
Current $40.88
19
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.02%
of portfolio
Number of shares
8,279 sh
Holdings current value
$2.08M
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
17.89% · -8.4%
BN
13.14% · -32.1%
KKR
11.29% · -20.3%
V
10.12% · -7.1%
MCO
10.07% · -4.4%
ORLY
9.26% · -13.1%
CSGP
7.83% · -52.9%
ROP
5.75% · -27.3%
ABNB
4.20% · +16.6%
FICO
3.89% · -28.3%
CPRT
1.90% · -25.6%
DHR
1.73% · -1.8%
CCC
1.48% · -38.1%
AMT
0.85% · -5.2%
GSHD
0.27% · -41.1%
SOPHIA GENETICS SA
0.18%
BRK.B
0.07% · -5.6%
KMX
0.07% · -8.9%
VRSK
0.02% · -29.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services6 pos$6.30B62.9%
  • Consumer Cyclical3 pos$1.36B13.6%
  • Technology3 pos$1.12B11.1%
  • Real Estate2 pos$870.4M8.7%
  • Industrials2 pos$192.6M1.9%
  • Healthcare1 pos$173.4M1.7%