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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 · 2025Q4
18 positions
1
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
18.81%
of portfolio
Number of shares
3,005,280 sh
Holdings current value
$1.72B
Avg closing price
$112.85
+361.9%
Last action
Trimmed 4.8%
2025Q4
Current $521.30
2
BNBROOKFIELD CORP
Financial Services·Asset Management
13.51%
of portfolio
Number of shares
26,843,633 sh
Holdings current value
$1.23B
Avg closing price
$36.44
+27.8%
Last action
Added 39.7%
2025Q4
Current $46.59
3
KKRKKR & CO INC
Financial Services·Asset Management
11.33%
of portfolio
Number of shares
8,106,049 sh
Holdings current value
$1.03B
Avg closing price
$28.97
+257.6%
Last action
Trimmed 7.0%
2025Q4
Current $103.60
4
VVISA INC
Financial Services·Credit Services
10.29%
of portfolio
Number of shares
2,676,628 sh
Holdings current value
$938.72M
Avg closing price
$84.69
+274.3%
Last action
Trimmed 10.0%
2025Q4
Current $317.02
5
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
9.72%
of portfolio
Number of shares
1,735,231 sh
Holdings current value
$886.44M
Avg closing price
$102.20
+345.5%
Last action
Trimmed 18.1%
2025Q4
Current $455.35
6
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
7.09%
of portfolio
Number of shares
9,617,805 sh
Holdings current value
$646.70M
Avg closing price
$123.05
-67.7%
Last action
Added 3.3%
2025Q4
Current $39.72
7
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
6.72%
of portfolio
Number of shares
6,719,819 sh
Holdings current value
$612.91M
Avg closing price
$104.04
-9.9%
Last action
Trimmed 22.0%
2025Q4
Current $93.71
8
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
5.39%
of portfolio
Number of shares
1,105,153 sh
Holdings current value
$491.94M
Avg closing price
$214.77
+68.8%
Last action
Trimmed 4.5%
2025Q4
Current $362.44
9
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
5.17%
of portfolio
Number of shares
3,473,243 sh
Holdings current value
$471.39M
Avg closing price
$133.81
+5.8%
Last action
Added 19.0%
2025Q2
Current $141.55
10
FICOFAIR ISAAC CORP
Technology·Software - Application
5.14%
of portfolio
Number of shares
277,445 sh
Holdings current value
$469.05M
Avg closing price
$1519
-29.3%
Last action
Added 6.4%
2025Q4
Current $1074
11
CPRTCOPART INC
Industrials·Specialty Business Services
3.38%
of portfolio
Number of shares
7,867,967 sh
Holdings current value
$308.03M
Avg closing price
$42.91
-22.0%
Last action
Added 85.7%
2025Q4
Current $33.45
12
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
2.16%
of portfolio
Number of shares
24,836,984 sh
Holdings current value
$197.45M
Avg closing price
$9.81
-42.5%
Last action
Added 52.7%
2025Q4
Current $5.64
13
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
0.49%
of portfolio
Number of shares
255,267 sh
Holdings current value
$44.82M
Avg closing price
$109.06
+67.2%
Last action
Trimmed 42.4%
2025Q4
Current $182.36
14
GSHDGOOSEHEAD INS INC
Financial Services·Insurance Brokers
0.30%
of portfolio
Number of shares
371,096 sh
Holdings current value
$27.33M
Avg closing price
$61.25
-28.4%
Last action
Added 1.4%
2025Q4
Current $43.85
15
H82027105SOPHIA GENETICS SA
0.19%
of portfolio
Number of shares
3,719,140 sh
Holdings current value
$17.37M
Avg closing price
$3.94
Last action
Added 66.2%
2025Q2
Current —
16
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.17%
of portfolio
Number of shares
69,516 sh
Holdings current value
$15.91M
Avg closing price
$106.22
+83.4%
Last action
Trimmed 92.1%
2025Q4
Current $194.75
17
BRK.BBERKSHIRE HATHAWAY INC DEL
0.07%
of portfolio
Number of shares
11,902 sh
Holdings current value
$5.98M
Avg closing price
$147.97
+220.7%
Last action
Trimmed 14.9%
2025Q4
Current $474.58
18
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
0.06%
of portfolio
Number of shares
150,600 sh
Holdings current value
$5.82M
Avg closing price
$58.58
-30.2%
Last action
Trimmed 26.6%
2025Q2
Current $40.88

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MA
18.81% · -8.7%
BN
13.51% · +1.5%
KKR
11.33% · -18.7%
V
10.29% · -9.6%
MCO
9.72% · -10.9%
CSGP
7.09% · -40.9%
ORLY
6.72% · +2.7%
ROP
5.39% · -18.6%
ABNB
5.17% · +4.3%
FICO
5.14% · -36.5%
CPRT
3.38% · -14.6%
CCC
2.16% · -29.1%
AMT
0.49% · +3.9%
GSHD
0.30% · -40.5%
SOPHIA GENETICS SA
0.19%
DHR
0.17% · -14.9%
BRK.B
0.07% · -5.6%
KMX
0.06% · +5.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services6 pos$5.83B64.1%
  • Technology3 pos$1.16B12.7%
  • Consumer Cyclical3 pos$1.09B12.0%
  • Real Estate2 pos$691.5M7.6%
  • Industrials1 pos$308.0M3.4%
  • Healthcare1 pos$15.9M0.2%