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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
UA Under Armour-a 2012-03-31 Buy 0.2%$36.09 - $49.48
($39.79)
$ 60.0651%New holding, 21000 sh.21,000
AMTD Td Ameritrade 2012-03-31 Add2.04%$15.96 - $20.54
($16.54)
$ 23.9645%Add 74.07%2,350,000
BDX Becton Dickinso 2012-03-31 Sold Out -0.58%$72.69 - $80.53
($71.2)
$ 100.441%Sold Out0
PENN Penn Natl Gamng 2012-03-31 Reduce-0.63%$37.9 - $44.8
($39.35)
$ 53.7637%Reduce -36.91%176,312
AMT Amer Tower Corp 2012-03-31 Add1.94%$58.81 - $64.38
($57.85)
$ 77.2934%Add 21.67%1,687,609
ROST Ross Stores 2012-03-31 Add0.88%$47.62 - $59
($50.04)
$ 65.3130%Add 9.82%1,648,062
DHIL Diamond Hil Inv 2012-03-31 Add0.27%$72.95 - $79.37
($70.91)
$ 83.8418%Add 42.52%117,718
LPLA Lpl Investment 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 36.9115%Add 166.67%800,000
LUK Leucadia Natl 2012-03-31 Buy 1.6%$23.89 - $29.72
($25.85)
$ 27.366%New holding, 604200 sh.604,200
TECH Techne Corp 2012-03-31 Sold Out -0.53%$66.13 - $71.99
($65.15)
$ 68.215%Sold Out0
AAPL Apple Inc 2012-03-31 Add0.62%$413.44 - $619.08
($459.51)
$ 431.77-6%Add 243.9%14,100
SHLD Sears Hldg Cp 2012-03-31 Buy 2%$29.2 - $83.43
($52.99)
$ 47.06-11%New holding, 300000 sh.300,000
NLY Annaly Cap Mgmt 2012-03-31 Add1.36%$15.59 - $17.14
($15.44)
$ 13.36-14%Add 399.85%1,040,225
PRMW Primo Water Cp 2012-03-31 Add0.12%$1.94 - $3.45
($2.52)
$ 1.72-32%Add 130.85%1,100,000
BAC Bank Of America Corp... 2011-12-31 Reduce-0.35%$4.985 - $7.35
($5.94)
$ 13.27123%Reduce -27.27%800,000
HIG The Hartford Financi... 2011-12-31 Add0.76%$14.92 - $20.27
($17.38)
$ 30.3575%Add 102.63%607,900
MA Mastercard Inc. 2011-12-31 Add0.26%$307.66 - $380.96
($352.67)
$ 584.4166%Add 2.44%191,636
ORLY O'reilly Automotive ... 2011-12-31 Add0.12%$64.97 - $81.7
($75.11)
$ 113.0951%Add 1.82%550,361
AMTD Td Ameritrade Holdin... 2011-12-31 Add1.91%$14.05 - $17.44
($15.95)
$ 23.9650%Add 136.84%1,350,000
ROST Ross Stores Inc. 2011-12-31 Add1.61%$38.205 - $48.97
($44.18)
$ 65.3148%Add 16.97%1,500,662
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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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