Chuck Akre

Chuck Akre

Last Update: 2015-02-13

Number of Stocks: 36
Number of New Stocks: 0

Total Value: $3,798 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Chuck Akre Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
KMX CarMax Inc 2014-12-31 Add0.89%$43.9 - $67.87
($55.43)
$ 67.1121%Add 42.26%1,700,000
CFX Colfax Corp 2014-12-31 Add0.87%$47.2 - $58.08
($52.55)
$ 52.680%Add 12.36%5,802,065
UBNT Ubiquiti Networks In... 2014-12-31 Add0.72%$27.92 - $37.46
($31.81)
$ 31.640%Add 105.56%1,850,000
MNRO Monro Muffler Brake ... 2014-12-31 Add0.37%$48.14 - $58.63
($53.24)
$ 63.2419%Add 19.44%1,505,003
ROP Roper Industries Inc 2014-12-31 Add0.24%$138.63 - $160.48
($153.33)
$ 167.579%Add 5.33%1,146,390
AAPL Apple Inc 2014-12-31 Sold Out -1.8%$96.26 - $119
($108.95)
$ 128.4618%Sold Out0
DHR Danaher Corp 2014-12-31 Reduce-0.86%$71.7 - $87.06
($80.85)
$ 87.288%Reduce -21.05%1,500,000
HIG Hartford Financial S... 2014-12-31 Reduce-0.27%$35.47 - $42.27
($39.58)
$ 40.964%Reduce -83.42%50,761
LUK Leucadia National Co... 2014-12-31 Sold Out -0.07%$21.04 - $24.53
($23.04)
$ 23.733%Sold Out0
TDG TransDigm Group Inc 2014-12-31 Sold Out -0.05%$171.82 - $200.61
($188.55)
$ 216.8615%Sold Out0
NLY Annaly Capital Manag... 2014-12-31 Reduce-0.01%$10.79 - $11.65
($11.32)
$ 10.62-6%Reduce -59.95%20,044
DISCK Discovery Communicat... 2014-09-30 Buy 6.1%$37.21 - $43.61
($40.56)
$ 30.51-25%New holding, 5732340 sh.5,732,340
ROP Roper Industries Inc 2014-09-30 Add1.68%$142.5 - $151.21
($147.02)
$ 167.5714%Add 59.61%1,088,400
MNRO Monro Muffler Brake ... 2014-09-30 Add1.03%$48.79 - $54.16
($51.43)
$ 63.2423%Add 152%1,260,000
UBNT Ubiquiti Networks In... 2014-09-30 Buy 0.96%$37.93 - $49.6
($42.59)
$ 31.64-26%New holding, 900000 sh.900,000
DHR Danaher Corp 2014-09-30 Add0.86%$73.34 - $79.45
($76.48)
$ 87.2814%Add 26.67%1,900,000
KMX CarMax Inc 2014-09-30 Add0.8%$47.11 - $53.71
($51.28)
$ 67.1131%Add 99.17%1,195,000
MKL Markel Corporation 2014-09-30 Add0.28%$632.11 - $659.8
($645.05)
$ 745.4416%Add 3.16%508,844
CCIPRA Crown Castle Interna... 2014-09-30 Add0.01%$98.66 - $104.9
($102.66)
$ 1030%Add 27.39%20,000
DISCA Discovery Communicat... 2014-09-30 Sold Out -6%$37.705 - $44.83
($41.74)
$ 32.3-23%Sold Out0
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Chuck Akre's Profile:

Chuck Akre is the founder of Akre Capital Management LLC. As of 2007, his firm manages $2.6 billion. He has been in the securities business since 1968, and continues to be the primary person responsible for his firm's investment advisory services and investment selection. Akre also serves as sub-advisor of FBR Small Cap. He was named to Barron's "Top 100 Mutual Fund Managers" list from 2003-2006, one of only two small cap growth managers to make the list four consecutive years.



Chuck Akre's Performance:

Average Annual Return of Akre Capital Private Asset Man
5 Yrs 10 Yrs Since Inception
2% 11.2% 12.7%
» More Profile & Performance

Chuck Akre's Current Portfolio:

Ticker Shares Value ($1000)
AMT4,017,081397,088
MA4,266,670367,616
MKL510,004348,251
MCO3,519,180337,173
CFX5,802,065299,212
DLTR3,499,138246,269
DISCK5,747,540193,807
ROP1,146,390179,238
LYV6,350,000165,798
ORLY816,688157,310
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 32.1% 32.1%
Technology 26.2% 26.2%
Consumer Cyclical 19% 19%
Real Estate 10.8% 10.8%
Consumer Defensive 6.7% 6.7%
Communication Services 3.6% 3.6%
Energy 0.1% 0.1%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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User Comments

Davecvet
ReplyDavecvet - 1 year ago
I am a friend of Pat Lewis and he told me to contact Mr Akre regarding investments. How do I make contact with Mr Akre other than this site to discuss investmenting?

thank you

dave capraro
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