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Chuck Akre

Chuck Akre

Last Update: 2013-05-15

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:
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Chuck Akre Latest Trades :



TickerCompanydownDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
NSH NuStar GP Holdings, ... 2013-03-31 Add0.29%$27.69 - $32.5
($30.52)
$ 30.670%Add 255.19%216,560
NS NuStar Energy, L.P. 2013-03-31 Buy 3.2%$42.48 - $53.45
($49.91)
$ 49.660%New holding, 1050000 sh.1,050,000
MCO Moody's Corporation 2013-03-31 Add0.97%$43.37 - $55.35
($50.8)
$ 67.9134%Add 14.49%2,538,375
MWE MarkWest Energy Part... 2013-03-31 Buy 0.35%$51.01 - $61.12
($56.22)
$ 67.420%New holding, 101935 sh.101,935
MKL Markel Corporation 2013-03-31 Add0.36%$433.42 - $508.85
($482.44)
$ 53912%Add 5.41%246,769
LUK Leucadia National Co... 2013-03-31 Add0.31%$23.145 - $27.43
($25.46)
$ 32.0226%Add 11.11%2,000,000
DLTR Dollar Tree Stores, ... 2013-03-31 Add0.59%$38.04 - $48.43
($42.05)
$ 49.7618%Add 9.44%2,478,884
DTV Directv 2013-03-31 Add1.91%$47.77 - $57.24
($51.9)
$ 65.2126%Add 60%1,600,000
CWGL Crimson Wine Group L... 2013-03-31 Buy 0.08%$7.26 - $10.5
($8.9)
$ 8.85-1%New holding, 155000 sh.155,000
CFX Colfax Corporation 2013-03-31 Add1.06%$40.35 - $48.62
($43.53)
$ 4913%Add 32.65%1,617,330
ART Artio Global Investo... 2013-03-31 Sold Out -0.11%$1.9 - $2.74
($2.36)
$ 2.7416%Sold Out0
AAPL Apple Inc 2013-03-31 Add1.31%$420.05 - $549.03
($467.26)
$ 433.26-7%Add 148.12%87,106
AMX America Movil, S.A.B... 2013-03-31 Buy 0.65%$18.47 - $25.62
($22.69)
$ 20.69-9%New holding, 550000 sh.550,000
VRSK Verisk Analytics, In... 2012-12-31 Add0.45%$45.95 - $51.35
($48.72)
$ 60.7225%Add 18.26%800,000
TDG TransDigm Group Inc 2012-12-31 Buy 0.1%$125.52 - $150.9
($136.64)
$ 149.8310%New holding, 10000 sh.10,000
TJX TJX Companies 2012-12-31 Sold Out -0.15%$40.36 - $45.5
($42.9)
$ 51.3320%Sold Out0
TROW T. Rowe Price Group 2012-12-31 Sold Out -0.02%$62.66 - $66.5
($64.6)
$ 78.3621%Sold Out0
NSH NuStar GP Holdings, ... 2012-12-31 Add0.1%$25.25 - $31.75
($28.58)
$ 30.677%Add 455.79%60,970
MCO Moody's Corporation 2012-12-31 Add1.46%$43.98 - $51.54
($47.21)
$ 67.9144%Add 22.64%2,217,054
MNRO Monro Muffler Brake,... 2012-12-31 Add0.24%$31.17 - $36.31
($33.33)
$ 44.3533%Add 25%500,000
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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)
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


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