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

Chuck Akre Latest Trades :



TickerCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Averagedown Comment Current Shares
LUK Leucadia National Co... 2012-06-30 Add1.74%$19.91 - $26.07
($22.62)
$ 27.3621%Add 164.81%1,600,000
MKL Markel Corporation 2012-06-30 Add2.32%$422.94 - $448.99
($438.75)
$ 529.8921%Add 47.47%199,973
AMT American Tower Corp 2012-06-30 Add0.34%$62.19 - $70.14
($65.55)
$ 77.2918%Add 3.56%1,747,659
ORLY O'reilly Automot... 2012-06-30 Add1.86%$79.05 - $106.66
($97.09)
$ 113.0916%Add 49.72%826,749
DHIL Diamond Hill Investm... 2012-06-30 Add0.18%$65.21 - $77.38
($72.28)
$ 83.8416%Add 23.6%145,500
XOM Exxon Mobil Corporat... 2012-06-30 Sold Out -0.02%$77.87 - $86.86
($83.11)
$ 91.9311%Sold Out0
LPLA Lpl Financial Holdin... 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 36.918%Add 56.25%1,250,000
ROST Ross Stores, Inc. 2012-06-30 Add1.53%$58.08 - $69
($62.06)
$ 65.315%Add 18.33%1,950,162
DLTR Dollar Tree, Inc. 2012-06-30 Add3.38%$25.92 - $56.71
($49.56)
$ 50.62%Add 105.09%3,027,180
ONE Higher One Holdings,... 2012-06-30 Buy 0.09%$10.43 - $16.44
($13.82)
$ 11.48-17%New holding, 90690 sh.90,690
NLY Annaly Capital Manag... 2012-06-30 Add0.68%$15.58 - $17.16
($16.4)
$ 13.36-18%Add 48.07%1,540,225
AAPL Apple Inc. 2012-06-30 Add1.02%$530.73 - $642.81
($582.98)
$ 431.77-26%Add 148.98%35,106
ART Artio Global Investo... 2012-06-30 Buy 0.08%$2.92 - $4.8
($3.55)
$ 0.13-96%New holding, 275000 sh.275,000
V Visa Inc-a 2012-03-31 Buy 3.6%$99.11 - $120.06
($103.87)
$ 184.0177%New holding, 300000 sh.300,000
MCO Moodys Corp 2012-03-31 Buy 4.3%$35.07 - $42.6
($36.25)
$ 62.6173%New holding, 1000000 sh.1,000,000
LPS Lender Proc Dvc 2012-03-31 Buy 0.37%$14.4 - $25.93
($19.05)
$ 32.2769%New holding, 140000 sh.140,000
HIG Hartford Fin Sv 2012-03-31 Add0.42%$16.37 - $22.02
($18.44)
$ 30.3565%Add 32.9%807,900
MA Mastercard Inc 2012-03-31 Add3.63%$339.06 - $435.68
($366.23)
$ 584.4160%Add 43.84%275,640
MTG Mgic Invstmt Cp 2012-03-31 Buy 0.2%$3.59 - $5.05
($4.17)
$ 6.4454%New holding, 400000 sh.400,000
TJX Tjx Cos Inc New 2012-03-31 Add1.81%$31.855 - $39.53
($33.37)
$ 50.5351%Add 82.78%971,520
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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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