Hide

FocusBar

Subscribe to Premium Member
Chuck Akre

Chuck Akre

Last Update: 2013-05-14

Number of Stocks: 37
Number of New Stocks: 4

Total Value: $1,767 Mil
Q/Q Turnover: 11%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2013-03-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Chuck Akre Latest Trades :



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
IPSU Imperial Sugar Compa... 2009-06-30 Buy 0.03%$6.38 - $12.68
($9.11)
$ 6.35-30%New holding, 25000 sh.25,000
MORN Morningstar Inc. 2009-06-30 Buy 0.02%$31.27 - $43.86
($38.78)
$ 74.9593%New holding, 4990 sh.4,990
TROW T. Rowe Price Group ... 2009-03-31 Buy 1.97%$20.86 - $31.49
($26.7)
$ 74.71180%New holding, 517340 sh.517,340
ACF AmeriCredit Corp. 2009-03-31 Add0.36%$3.3 - $7.75
($5.2)
$ 24.46370%Add 16.99%3,193,302
DDMX Dynamex Inc. 2009-03-31 Add0.13%$10.71 - $13.81
($11.9)
$ 24.99110%Add 10.18%811,824
PENN Penn National Gaming... 2009-03-31 Reduce-4.3%$17.09 - $24.2
($20.3)
$ 53161%Reduce -32.65%4,138,366
ORLY O'Reilly Automotive ... 2009-03-31 Reduce-2.87%$28.28 - $34.91
($31.4)
$ 113.01260%Reduce -26.6%2,333,422
PNK Pinnacle Entertainme... 2009-03-31 Reduce-0.43%$5.4 - $7.51
($7)
$ 19.6180%Reduce -51.63%896,730
WFC Wells Fargo & Compan... 2009-03-31 Sold Out -0.35%$8.59 - $24.63
($15.6)
$ 40.66161%Sold Out0
IRM Iron Mountain Inc. 2009-03-31 Reduce-0.3%$17.8 - $22.95
($20.8)
$ 28.6138%Reduce -47.2%218,060
ISLE Isle of Capri Casino... 2009-03-31 Sold Out -0.2%$2.8 - $5.45
($3.6)
$ 7.45107%Sold Out0
MCRI Monarch Casino & Res... 2009-03-31 Reduce-0.15%$3.8 - $11.51
($8.1)
$ 16.95109%Reduce -22.63%995,000
EPR Entertainment Proper... 2009-03-31 Sold Out -0.02%$12.33 - $25.59
($18.9)
$ 50.82169%Sold Out0
LAMR Lamar Advertising Co... 2008-12-31 Add0.38%$11.02 - $22.48
($15.1)
$ 43.48188%Add 10.95%2,754,952
DDMX Dynamex Inc. 2008-12-31 Add0.23%$11.13 - $24.41
($18.2)
$ 24.9937%Add 23.09%736,824
NLY Annaly Capital Manag... 2008-12-31 Buy 0.02%$11.48 - $15.71
($13.5)
$ 12.99-4%New holding, 12700 sh.12,700
EPR Entertainment Proper... 2008-12-31 Add$19.88 - $42.76
($30.5)
$ 50.8267%Add 23.68%7,050
MER Merrill Lynch & Co. ... 2008-12-31 Sold Out -0.47%$9.55 - $16.35
($14.2)
$ 11.64-18%Sold Out0
WFC Wells Fargo & Compan... 2008-12-31 Reduce-0.08%$21.36 - $33.1
($28.3)
$ 40.6644%Reduce -23.2%108,007
ORLY O'Reilly Automotive ... 2008-09-30 Add1.29%$22.35 - $29.81
($27.1)
$ 113.01317%Add 21.7%3,285,137
Premium Real Time Picks are included for Premium Members only!!
*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)
MA341,828184,973
MCO2,538,375135,346
AMT1,689,673129,970
MKL246,769124,248
DLTR2,478,884120,052
ROST1,937,469117,449
DTV1,600,00090,544
ORLY823,68384,377
CFX1,617,33075,271
AMTD3,158,90065,137
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 45.5% 45.5%
Consumer Cyclical 15.1% 15.1%
Technology 11% 11%
Real Estate 9.4% 9.4%
Consumer Defensive 6.9% 6.9%
Communication Services 5.7% 5.7%
Energy 4% 4%
» More Sector Weightings

Chuck Akre's News:

» More Related News


Add Notes, Comments or Ask Questions

Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK