Chuck Akre

Chuck Akre

Last Update: 02-13-2015

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 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
AAPL Apple Inc 2014-12-31 Sold Out -1.8%$96.26 - $119
($108.95)
$ 125.8013%Sold Out0
DHR Danaher Corp 2014-12-31 Reduce-0.86%$71.7 - $87.06
($80.85)
$ 82.402%Reduce -21.05%1,500,000
HIG Hartford Financial Services Group Inc 2014-12-31 Reduce-0.27%$35.47 - $42.27
($39.58)
$ 41.174%Reduce -83.42%50,761
LUK Leucadia National Corp 2014-12-31 Sold Out -0.07%$21.04 - $24.53
($23.04)
$ 23.773%Sold Out0
TDG TransDigm Group Inc 2014-12-31 Sold Out -0.05%$171.82 - $200.61
($188.55)
$ 214.9312%Sold Out0
BRK.B Berkshire Hathaway Inc 2014-12-31 Reduce-0.02%$134.7 - $152.67
($144.49)
$ 144.560%Reduce -1.62%303,175
MA MasterCard Inc 2014-12-31 Reduce-0.01%$69.78 - $89.08
($81.76)
$ 90.7810%Reduce -0.15%4,266,670
NLY Annaly Capital Management Inc 2014-12-31 Reduce-0.01%$10.79 - $11.65
($11.32)
$ 10.04-13%Reduce -59.95%20,044
BRK.A Berkshire Hathaway Inc 2014-12-31 Reduce-0.01%$202000 - $229300
($216679)
$ 218000.141%Reduce -1.92%51
DISCA Discovery Communications Inc 2014-09-30 Sold Out -6%$37.705 - $44.83
($41.74)
$ 32.59-28%Sold Out0
MWE MarkWest Energy Partners LP 2014-09-30 Reduce-1.49%$68.55 - $80.09
($74.91)
$ 66.34-13%Reduce -99.01%6,965
LVNTA Liberty Ventures 2014-09-30 Sold Out -0.39%$33.985 - $39.88
($36.57)
$ 42.3514%Sold Out0
LUK Leucadia National Corp 2014-09-30 Reduce-0.02%$24.12 - $26.36
($25.17)
$ 23.77-6%Reduce -24.05%99,500
BRK.B Berkshire Hathaway Inc 2014-09-30 Reduce-0.01%$125.43 - $141.28
($133.21)
$ 144.568%Reduce -0.78%308,180
ROST Ross Stores Inc 2014-06-30 Sold Out -3.7%$65.8 - $73.5
($68.69)
$ 100.5432%Sold Out0
LUK Leucadia National Corp 2014-06-30 Reduce-1.68%$24.57 - $27.85
($25.93)
$ 23.77-9%Reduce -93.45%131,000
EQIX Equinix Inc 2014-06-30 Sold Out -1.3%$170.48 - $210.11
($192.4)
$ 257.1825%Sold Out0
DTV Directv 2014-06-30 Sold Out -1.2%$74 - $88.25
($81.42)
$ 88.888%Sold Out0
DISCA Discovery Communications Inc 2014-06-30 Reduce-0.86%$72.34 - $84.2
($77.04)
$ 32.59-136%Reduce -19.62%2,868,230
FDS FactSet Research Systems, Inc. 2014-06-30 Sold Out -0.45%$102.49 - $119.88
($108.35)
$ 158.9732%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 18.9% 18.9%
Real Estate 10.9% 10.9%
Consumer Defensive 6.9% 6.9%
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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