Chuck Akre

Chuck Akre

Last Update: 02-16-2016

Number of Stocks: 34
Number of New Stocks: 1

Total Value: $4,504 Mil
Q/Q Turnover: 4%

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
LYV Live Nation Entertainment Inc 2015-12-31 Sold Out -3.49%$24.53 - $27.35
($25.63)
$ 21.73-15%Sold Out0
LPLA LPL Financial Holdings Inc 2015-12-31 Sold Out -0.69%$37.6 - $46.75
($42.69)
$ 24.75-42%Sold Out0
AMTD TD Ameritrade Holding Corp 2015-12-31 Reduce-0.19%$31.08 - $37.26
($34.81)
$ 29.12-16%Reduce -8.02%2,967,500
BRK.B Berkshire Hathaway Inc 2015-12-31 Reduce-0.08%$129.53 - $138.4
($134.28)
$ 144.648%Reduce -6.07%386,043
PRMW Primo Water Corp 2015-12-31 Reduce-0.01%$7.4 - $9.4
($8.57)
$ 10.7525%Reduce -2.74%1,679,313
BRK.A Berkshire Hathaway Inc 2015-12-31 Reduce$194720 - $207745
($201376)
$ 216979.508%Reduce -1.89%52
LPLA LPL Financial Holdings Inc 2015-09-30 Reduce-0.64%$38.95 - $48.09
($43.05)
$ 24.75-43%Reduce -43.08%750,500
MKL Markel Corp 2015-09-30 Reduce-0.03%$782.33 - $892.94
($846.7)
$ 915.188%Reduce -0.25%515,304
NSH NuStar GP Holdings LLC 2015-09-30 Sold Out -0.03%$24.58 - $37.81
($32.43)
$ 23.91-26%Sold Out0
WMB Williams Companies Inc 2015-09-30 Sold Out -0.02%$34.93 - $58.23
($49.8)
$ 19.10-62%Sold Out0
LAMR Lamar Advertising Co 2015-09-30 Reduce-0.02%$51.59 - $60.85
($55.88)
$ 62.2811%Reduce -18.03%55,000
ORLY O'Reilly Automotive Inc 2015-09-30 Reduce-0.01%$230.82 - $256.47
($242.2)
$ 267.9211%Reduce -0.29%827,795
NLY Annaly Capital Management Inc 2015-09-30 Sold Out $9.31 - $10.55
($9.99)
$ 10.273%Sold Out0
DISCK Discovery Communications Inc 2015-06-30 Sold Out -3.52%$28.53 - $32.17
($30.93)
$ 26.76-13%Sold Out0
LPLA LPL Financial Holdings Inc 2015-06-30 Reduce-0.15%$40.34 - $47.76
($43.26)
$ 24.75-43%Reduce -10.01%1,318,589
BRK.A Berkshire Hathaway Inc 2015-06-30 Reduce-0.05%$204850 - $222880
($214583)
$ 216979.501%Reduce -18.87%43
MWE MarkWest Energy Partners LP 2015-06-30 Sold Out -0.01%$56.38 - $69.22
($64.55)
$ 41.53-36%Sold Out0
DISCK Discovery Communications Inc 2015-03-31 Reduce-1%$27.88 - $33.44
($30.22)
$ 26.76-11%Reduce -19.58%4,622,412
LPLA LPL Financial Holdings Inc 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 24.75-44%Reduce -14.57%1,465,185
LYV Live Nation Entertainment Inc 2015-03-31 Reduce-0.06%$23.77 - $26.78
($25.23)
$ 21.73-14%Reduce -1.41%6,260,154
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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)
AMT6,309,016611,659
MA4,709,033458,471
MKL515,457455,329
MCO3,659,439367,188
DLTR4,184,400323,119
ROP1,350,018256,220
ORLY827,766209,772
VRSK2,581,579198,472
SBAC1,800,000189,126
KMX3,417,359184,435
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 40.8% 40.8%
Technology 33.1% 33.1%
Communication Services 19.2% 19.2%
Consumer Cyclical 13.2% 13.2%
Consumer Defensive 8.1% 8.1%
Real Estate 0.1% 0.1%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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