Chuck Akre

Chuck Akre

Last Update: 05-14-2015

Number of Stocks: 36
Number of New Stocks: 1

Total Value: $3,968 Mil
Q/Q Turnover: 3%

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
DISCK Discovery Communications Inc 2015-03-31 Reduce-1%$27.88 - $33.44
($30.22)
$ 30.300%Reduce 19.58%4,622,412
LPLA LPL Financial Holdings Inc 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 47.157%Reduce 14.57%1,465,185
LYV Live Nation Entertainment Inc 2015-03-31 Reduce-0.06%$23.77 - $26.78
($25.23)
$ 26.224%Reduce 1.41%6,260,154
HIG Hartford Financial Services Group Inc 2015-03-31 Sold Out -0.056%$38.9 - $43.1
($40.99)
$ 47.5516%Sold Out0
CSX CSX Corp 2015-03-31 Reduce-0.01%$33.12 - $36.57
($34.5)
$ 31.28-9%Reduce 30.20%29,945
MWE MarkWest Energy Partners LP 2015-03-31 Reduce-0.01%$55.04 - $68.89
($61.42)
$ 65.447%Reduce 53.84%3,215
WMB Williams Companies Inc 2015-03-31 Reduce$40.94 - $50.64
($46.36)
$ 52.4813%Reduce 11.46%16,140
NLY Annaly Capital Management Inc 2015-03-31 Reduce$10.3 - $11.04
($10.63)
$ 9.95-6%Reduce 44.58%11,109
AAPL Apple Inc 2014-12-31 Sold Out -1.8%$96.26 - $119
($108.95)
$ 121.3011%Sold Out0
DHR Danaher Corp 2014-12-31 Reduce-0.86%$71.7 - $87.06
($80.85)
$ 91.5613%Reduce 21.05%1,500,000
HIG Hartford Financial Services Group Inc 2014-12-31 Reduce-0.27%$35.47 - $42.27
($39.58)
$ 47.5520%Reduce 83.42%50,761
LUK Leucadia National Corp 2014-12-31 Sold Out -0.07%$21.04 - $24.53
($23.04)
$ 23.522%Sold Out0
TDG TransDigm Group Inc 2014-12-31 Sold Out -0.05%$171.82 - $200.61
($188.55)
$ 226.3020%Sold Out0
BRK.B Berkshire Hathaway Inc 2014-12-31 Reduce-0.02%$134.7 - $152.67
($144.49)
$ 142.74-1%Reduce 1.62%303,175
MA MasterCard Inc 2014-12-31 Reduce-0.01%$69.78 - $89.08
($81.76)
$ 97.4019%Reduce 0.15%4,266,670
NLY Annaly Capital Management Inc 2014-12-31 Reduce-0.01%$10.79 - $11.65
($11.32)
$ 9.95-12%Reduce 59.95%20,044
BRK.A Berkshire Hathaway Inc 2014-12-31 Reduce-0.01%$202000 - $229300
($216679)
$ 214000.00-1%Reduce 1.92%51
DISCA Discovery Communications Inc 2014-09-30 Sold Out -6%$37.705 - $44.83
($41.74)
$ 33.02-21%Sold Out0
MWE MarkWest Energy Partners LP 2014-09-30 Reduce-1.49%$68.55 - $80.09
($74.91)
$ 65.44-13%Reduce 99.01%6,965
LVNTA Liberty Interactive Corp 2014-09-30 Sold Out -0.39%$33.985 - $39.88
($36.57)
$ 41.4813%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)
MA4,317,827389,511
AMT4,052,553383,088
MCO3,554,485382,178
MKL515,317381,664
CFX5,810,090288,122
DLTR3,542,298270,667
ROP1,219,446205,074
ORLY819,319178,472
LYV6,260,154156,879
V2,283,240150,808
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 31.8% 31.8%
Technology 27.1% 27.1%
Consumer Cyclical 17.2% 17.2%
Real Estate 11.3% 11.3%
Consumer Defensive 7% 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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