Chuck Akre

Chuck Akre

13F
Akre Capital Management, LLC
Last update 2024-11-13 18 Stocks (0 new)
Value $12.02 Bil Turnover 2 %
Countries:
Portfolio Report

Chuck Akre Profile

Chuck founded Akre Capital Management in 1989 after 21 years in the securities business at NYSE member firm Johnston, Lemon & Co. At Johnston, Lemon & Co., he managed various parts of the business, including branch management, research and asset management. Beginning in June of 1993, Akre operated the firm under the umbrella of Friedman, Billings, Ramsey & Co. Taking the business private again in 2000, he moved the firm to the rural village of Middleburg, Virginia.

Chuck Akre Investing Philosophy

Chuck Akre employs a classic value approach in selecting companies for his portfolio based upon the idea of a “three-legged stool.” This metaphoric three legged stool describes what he looks for in an investment: extraordinary business, talented management and great reinvestment opportunities and histories. The Akre Capital Management team focuses squarely on growth in the underlying economic value per share – often defined as book value per share – over the course of time. Quarterly “misses” are seen as opportunities over the course of five to ten year investment horizons.

Chuck Akre's Portfolio

Chuck Akre Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ABNB
Airbnb Inc
2,649,398
335970.16
+183.09%
2.8
+1.81%
0.42
+2.01%
-1.48%
83950.57
Travel & Leisure
CCCS
CCC Intelligent Solutions Holdings Inc
10,681,398
118029.45
+36.67%
0.98
+0.26%
1.71
+9.33%
+4.92%
7468.499
Software
SOPH
Sophia Genetics SA
2,237,504
8166.89
+16.51%
0.07
+0.01%
3.37
-16.53%
-33.55%
209.946
Healthcare Providers & Services
BN
Brookfield Corp
18,938,431
1006577.61
+2.56%
8.38
+0.21%
1.26
+8.52%
+43.60%
86307.232
Asset Management
CSGP
CoStar Group Inc
8,934,093
673987.98
+1.87%
5.61
+0.10%
2.18
-5.19%
-17.18%
29822.502
Real Estate
V
Visa Inc
3,271,740
899564.91
0%
7.49
0%
0.17
+17.89%
+24.22%
621064.08
Credit Services
GSHD
Goosehead Insurance Inc
366,125
32694.96
0%
0.27
0%
1.5
+18.63%
+37.41%
2570.773
Insurance
DHR
Danaher Corp
1,775,400
493596.71
0%
4.11
0%
0.25
-16.00%
-0.22%
166401.359
Medical Diagnostics & Research
AMT
American Tower Corp
6,052,532
1407576.84
-1.33%
11.71
-0.14%
1.3
-21.73%
-12.78%
85920.502
REITs
ROP
Roper Technologies Inc
1,499,429
834342.27
-2.87%
6.94
-0.22%
1.4
-4.68%
-3.09%
56407.893
Software
MA
Mastercard Inc
3,920,592
1935988.33
-2.94%
16.11
-0.46%
0.43
+9.49%
+25.68%
489892.311
Credit Services
ORLY
O'Reilly Automotive Inc
919,065
1058395.25
-3.87%
8.81
-0.34%
1.59
+7.87%
+28.21%
70480.515
Retail - Cyclical
BRK.B
Berkshire Hathaway Inc
15,274
7030.01
-3.91%
0.06
0%
0
+0.75%
+28.40%
986994.51
Insurance
KKR
KKR & Co Inc
11,393,836
1487807.05
-16.77%
12.38
-2.13%
1.28
+14.55%
+83.96%
134770.974
Asset Management
MCO
Moodys Corp
3,362,880
1595989.22
-20.33%
13.28
-3.18%
1.86
-0.02%
+23.48%
86854.799
Capital Markets
VRSK
Verisk Analytics Inc
12,378
3316.81
-22.97%
0.03
-0.01%
0.01
+4.99%
+16.92%
39260.792
Business Services
KMX
CarMax Inc
1,297,151
100373.54
-39.54%
0.84
-0.55%
0.84
+11.08%
+10.73%
13102.191
Vehicles & Parts
DBRG
DigitalBridge Group Inc
1,315,076
18582.03
-63.90%
0.15
-0.28%
0.75
-26.58%
-38.93%
1892.557
Real Estate
SBAC
SBA Communications Corp
0
0
Sold Out
0
-0.86%
0
-16.26%
-19.01%
21723.87
REITs
100/Page
Total 19

Discussions on Chuck Akre

No discussions yet.