Chuck Akre
Akre Capital Managementas of 2026 Q1· $6.13B portfolio · 19 positions
Portfolio value · last 8 quarters · $11.37B → $6.13B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| MA | $1.14B | 18.6% | Trim -24% |
| BN | $689.09M | 11.2% | Trim -37% |
| KKR | $621.42M | 10.1% | Trim -17% |
| MCO | $543.62M | 8.9% | Trim -28% |
| V | $495.31M | 8.1% | Trim -39% |
| ROP | $444.88M | 7.3% | Add +14% |
| CSGP | $417.45M | 6.8% | Add +8% |
| FICO | $388.33M | 6.3% | Add +31% |
| ORLY | $358.70M | 5.8% | Trim -42% |
| CPRT | $265.56M | 4.3% | Hold |
| ABNB | $256.91M | 4.2% | Trim -41% |
| CCC | $189.08M | 3.1% | Add +27% |
| CRM | $152.66M | 2.5% | New |
| NOW | $114.60M | 1.9% | New |
| GSHD | $18.91M | 0.3% | Add +19% |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.