Chuck Akre
Akre Capital Managementas of 2026 Q2· $5.12B portfolio · 19 positions
Portfolio value · last 8 quarters · $12.02B → $5.12B
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 | $1.02B | 20.0% | Trim -13% |
| MCO | $523.98M | 10.2% | Trim -7% |
| BN | $516.19M | 10.1% | Trim -29% |
| KKR | $457.20M | 8.9% | Trim -26% |
| FICO | $432.30M | 8.4% | Hold |
| ROP | $398.14M | 7.8% | Trim -6% |
| V | $381.13M | 7.4% | Trim -32% |
| CSGP | $331.33M | 6.5% | Add +13% |
| CPRT | $225.12M | 4.4% | Hold |
| ORLY | $199.08M | 3.9% | Trim -44% |
| ABNB | $169.39M | 3.3% | Trim -42% |
| CCC | $154.07M | 3.0% | Trim -5% |
| CRM | $128.12M | 2.5% | Hold |
| NOW | $123.71M | 2.4% | Add +14% |
| GSHD | $21.50M | 0.4% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.