Chuck Akre

Chuck Akre

Last Update: 2014-11-13

Number of Stocks: 39
Number of New Stocks: 1

Total Value: $3,525 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Chuck Akre Sold 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
DISCA Discovery Communicat... 2014-09-30 Sold Out -6%$37.705 - $44.83
($41.74)
$ 35.43-15%Sold Out0
MWE MarkWest Energy Part... 2014-09-30 Reduce-1.49%$68.55 - $80.09
($74.91)
$ 67.98-9%Reduce -99.01%6,965
LVNTA Liberty Ventures 2014-09-30 Sold Out -0.39%$33.985 - $39.88
($36.57)
$ 36.650%Sold Out0
LUK Leucadia National Co... 2014-09-30 Reduce-0.02%$24.12 - $26.36
($25.17)
$ 22.72-10%Reduce -24.05%99,500
ROST Ross Stores Inc 2014-06-30 Sold Out -3.7%$65.8 - $73.5
($68.69)
$ 91.0232%Sold Out0
LUK Leucadia National Co... 2014-06-30 Reduce-1.68%$24.57 - $27.85
($25.93)
$ 22.72-12%Reduce -93.45%131,000
EQIX Equinix Inc 2014-06-30 Sold Out -1.3%$170.48 - $210.11
($192.4)
$ 234.122%Sold Out0
DTV Directv 2014-06-30 Sold Out -1.2%$74 - $88.25
($81.42)
$ 85.475%Sold Out0
DISCA Discovery Communicat... 2014-06-30 Reduce-0.86%$72.34 - $84.2
($77.04)
$ 35.43-54%Reduce -19.62%2,868,230
FDS FactSet Research Sys... 2014-06-30 Sold Out -0.45%$102.49 - $119.88
($108.35)
$ 142.231%Sold Out0
XOM Exxon Mobil Corporat... 2014-06-30 Sold Out -0.01%$96.72 - $104.38
($100.88)
$ 93.64-7%Sold Out0
ROST Ross Stores Inc 2014-03-31 Reduce-0.5%$65.78 - $74.93
($71.06)
$ 91.0228%Reduce -9.99%1,631,038
DTV Directv 2013-12-31 Reduce-3.04%$57.95 - $68.4
($63.98)
$ 85.4734%Reduce -70.59%500,000
NS NuStar Energy, L.P. 2013-12-31 Sold Out -1.7%$39.82 - $53.35
($46.43)
$ 57.0423%Sold Out0
NSH NuStar GP Holdings, ... 2013-12-31 Reduce-0.03%$22.49 - $30.62
($26.42)
$ 34.2230%Reduce -59.28%23,580
DTV Directv 2013-09-30 Reduce-4.35%$57.49 - $65.29
($61.58)
$ 85.4739%Reduce -47.85%1,700,000
HIG Hartford Financial S... 2013-09-30 Reduce-2.36%$29.6 - $32.3
($31.22)
$ 41.9634%Reduce -84.23%319,803
SHLD Sears Holdings Corpo... 2013-09-30 Sold Out -0.57%$31.88 - $50.27
($37.97)
$ 33.04-13%Sold Out0
AMX America Movil, S.A.B... 2013-09-30 Sold Out -0.49%$19.24 - $22.3
($20.57)
$ 21.595%Sold Out0
BAC Bank of America Corp... 2013-09-30 Sold Out -0.47%$12.83 - $14.95
($14.3)
$ 17.6223%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)
AMT4,017,371376,146
MCO3,480,545328,912
MKL508,844323,701
MA4,273,180315,873
CFX5,163,820294,183
DISCK5,732,340213,702
DLTR3,484,598195,381
ROP1,088,400159,222
LYV6,350,000152,527
DHR1,900,000144,362
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 31.2% 31.2%
Technology 27.7% 27.7%
Consumer Cyclical 17.3% 17.3%
Real Estate 11% 11%
Consumer Defensive 5.7% 5.7%
Communication Services 3.9% 3.9%
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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