Chuck Akre

Chuck Akre

Last Update: 2014-02-18

Number of Stocks: 39
Number of New Stocks: 5

Total Value: $2,701 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Chuck Akre Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AMT American Tower Corp 2013-12-31 Add1.47%$71.62 - $80.82
($77.67)
$ 84.038%Add 17.59%3,326,376
DLTR Dollar Tree Stores, ... 2013-12-31 Add1.04%$54.9 - $59.91
($57.62)
$ 51.51-11%Add 20.61%2,923,188
MWE MarkWest Energy Part... 2013-12-31 Add0.96%$62.95 - $75.35
($69.38)
$ 65.37-6%Add 131.18%704,935
LYV Live Nation Entertai... 2013-12-31 Add0.95%$17.22 - $19.82
($18.7)
$ 21.5715%Add 40.26%4,558,300
DHR Danaher Corporation 2013-12-31 Buy 0.8%$67.14 - $77.05
($73.15)
$ 73.380%New holding, 280000 sh.280,000
ROST Ross Stores, Inc. 2013-12-31 Add0.77%$70.39 - $81.64
($75.14)
$ 68.53-9%Add 18.19%1,812,143
CFX Colfax Corporation 2013-12-31 Add0.74%$54.97 - $63.55
($58.1)
$ 73.226%Add 7.95%4,224,220
MKL Markel Corporation 2013-12-31 Add0.68%$514.53 - $579.18
($542.44)
$ 616.0414%Add 9.1%380,717
EQIX Equinix, Inc. 2013-12-31 Add0.67%$155.18 - $175.92
($165.8)
$ 180.129%Add 81.47%222,300
LVNTA Liberty Ventures 2013-12-31 Buy 0.2%$42.52 - $61.17
($54.69)
$ 59.298%New holding, 45000 sh.45,000
KMX CarMax, Inc. 2013-12-31 Buy 0.17%$46.27 - $53.05
($49.06)
$ 43.25-12%New holding, 100000 sh.100,000
LAMR Lamar Advertising Co 2013-12-31 Buy 0.13%$45.71 - $51.98
($48.82)
$ 51.165%New holding, 67100 sh.67,100
AI Arlington Asset Inve... 2013-12-31 Buy 0.01%$22.82 - $27.44
($25.34)
$ 25.972%New holding, 10000 sh.10,000
DTV Directv 2013-12-31 Reduce-3.04%$57.95 - $68.4
($63.98)
$ 76.9620%Reduce -70.59%500,000
NS NuStar Energy, L.P. 2013-12-31 Sold Out -1.7%$39.82 - $53.35
($46.43)
$ 56.9523%Sold Out0
NSH NuStar GP Holdings, ... 2013-12-31 Reduce-0.03%$22.49 - $30.62
($26.42)
$ 35.4134%Reduce -59.28%23,580
AMT American Tower Corp 2013-09-30 Add2.89%$68.36 - $77.84
($72.16)
$ 84.0316%Add 48.09%2,828,736
MKL Markel Corporation 2013-09-30 Add2.27%$510.28 - $547.02
($525.48)
$ 616.0417%Add 41.77%348,963
EQIX Equinix, Inc. 2013-09-30 Buy 0.96%$165.89 - $202.98
($181.01)
$ 180.120%New holding, 122500 sh.122,500
MWE MarkWest Energy Part... 2013-09-30 Add0.53%$65.81 - $71.57
($68.47)
$ 65.37-4%Add 129.73%304,935
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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)
MA396,463331,229
MCO3,480,950273,150
CFX4,224,220269,041
AMT3,326,376265,511
MKL380,717220,949
DLTR2,923,188164,926
ROST1,812,143135,784
V502,430111,881
ORLY821,303105,710
AMTD3,158,90096,789
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 46.7% 46.7%
Technology 15.4% 15.4%
Consumer Cyclical 14.7% 14.7%
Real Estate 9.8% 9.8%
Consumer Defensive 6.3% 6.3%
Communication Services 2.8% 2.8%
Energy 1.8% 1.8%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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User Comments

Davecvet
ReplyDavecvet - 5 months 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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