Chuck Akre

Chuck Akre

Last Update: 11-15-2016

Number of Stocks: 33
Number of New Stocks: 0

Total Value: $5,209 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Chuck Akre Latest Trades 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
ANSS Ansys Inc 2016-09-30 Sold Out -0.17%$89.09 - $98.51
($93.19)
$ 95.312%Sold Out0
AMT American Tower Corp 2016-09-30 Reduce$108 - $117.84
($114.32)
$ 102.20-11%Reduce -0.03%6,300,836
AMTPRB American Tower Corp 2016-09-30 Reduce$105.88 - $114.98
($110.53)
$ 101.65-8%Reduce -0.06%514,732
BRK.B Berkshire Hathaway Inc 2016-09-30 Reduce$141.91 - $150.72
($146.25)
$ 164.6913%Reduce -0.07%385,414
DLTR Dollar Tree Inc 2016-09-30 Reduce$77.36 - $98.12
($89.98)
$ 87.84-2%Reduce -0.02%4,185,925
ESGR Enstar Group Ltd 2016-09-30 Reduce$159.2 - $170.7
($164.5)
$ 190.7016%Reduce -0.04%1,450,375
MKL Markel Corp 2016-09-30 Reduce$911.04 - $955.19
($933.01)
$ 884.23-5%Reduce -0.03%514,909
MA Mastercard Inc 2016-09-30 Reduce$86.83 - $102.12
($95.88)
$ 105.2510%Reduce -0.03%4,707,088
MCO Moody's Corporation 2016-09-30 Reduce$92.58 - $110.16
($105.15)
$ 97.90-7%Reduce -0.02%4,039,894
ORLY O'Reilly Automotive Inc 2016-09-30 Reduce$271.33 - $290.63
($281.13)
$ 285.201%Reduce -0.05%826,648
ROP Roper Technologies Inc 2016-09-30 Reduce$163.33 - $182.84
($174.37)
$ 183.515%Reduce -0.02%1,560,952
VRSK Verisk Analytics Inc 2016-09-30 Reduce$79.43 - $85.75
($82.74)
$ 83.140%Reduce -0.01%2,585,913
V Visa Inc 2016-06-30 Add1.99%$73.34 - $81.65
($78.27)
$ 79.311%Add 58.07%3,615,080
CFX Colfax Corp 2016-06-30 Reduce-0.92%$24.96 - $33.57
($28.39)
$ 39.7540%Reduce -19.97%6,100,000
ROP Roper Technologies Inc 2016-06-30 Add0.82%$164.77 - $184.66
($175)
$ 183.515%Add 19.01%1,561,241
KMX CarMax Inc 2016-06-30 Add0.72%$45.7 - $55.47
($51.36)
$ 62.8022%Add 14.82%4,958,266
FTV Fortive Corp 2016-06-30 Buy 0.69%$46 - $50
($47.83)
$ 54.2413%New holding750,000
LKQ LKQ Corp 2016-06-30 Add0.1%$29.52 - $34.16
($32.48)
$ 33.603%Add 4.41%3,550,000
MCO Moody's Corporation 2016-06-30 Add0.05%$87.88 - $101.7
($96.62)
$ 97.901%Add 0.58%4,040,757
AMT American Tower Corp 2016-06-30 Reduce-0.02%$102.37 - $113.61
($106.36)
$ 102.20-4%Reduce -0.17%6,302,526
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)
AMT6,300,836714,074
MA4,707,088479,040
MKL514,909478,232
MCO4,039,894437,440
DLTR4,185,925330,395
V3,615,080298,967
ROP1,560,952284,827
KMX4,958,266264,523
ESGR1,450,375238,543
ORLY826,648231,552
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 32.7% 32.7%
Technology 23.9% 23.9%
Communication Services 19.1% 19.1%
Consumer Cyclical 13.9% 13.9%
Consumer Defensive 6.7% 6.7%
Real Estate 0.1% 0.1%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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