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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 :



TickerdownCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
MBRG Middleburg Financial... 2011-12-31 Sold Out -0.32%$14.25 - $15.18
($14.52)
$ 19.0831%Sold Out0
MA Mastercard Inc. 2011-12-31 Add0.26%$307.66 - $380.96
($352.67)
$ 584.7866%Add 2.44%191,636
HIG The Hartford Financi... 2011-12-31 Add0.76%$14.92 - $20.27
($17.38)
$ 31.1679%Add 102.63%607,900
ESGR Enstar Group Ltd. 2011-12-31 Add0.35%$88.08 - $101.11
($96.3)
$ 132.6538%Add 4.83%491,660
DLTR Dollar Tree Stores I... 2011-12-31 Add0.2%$36.84 - $42.17
($39.85)
$ 49.7625%Add 2.15%1,467,000
BAC Bank Of America Corp... 2011-12-31 Reduce-0.35%$4.985 - $7.35
($5.94)
$ 13.43126%Reduce -27.27%800,000
AMTD Td Ameritrade Holdin... 2011-12-31 Add1.91%$14.05 - $17.44
($15.95)
$ 22.7643%Add 136.84%1,350,000
AMT American Tower Corp. 2011-12-31 Add0.14%$52.86 - $60.7
($57.17)
$ 84.4548%Add 1.07%1,387,074
XOM Exxon Mobil Corp. 2011-09-30 Sold Out -0.04%$68.03 - $85.22
($76.14)
$ 91.7620%Sold Out0
WMS Wms Industries Inc. 2011-09-30 Sold Out -1.1%$17.59 - $29.85
($23.31)
$ 25.369%Sold Out0
TROW T. Rowe Price Group ... 2011-09-30 Add0.08%$46.44 - $61.87
($53.47)
$ 78.3646%Add 9.12%110,130
ROST Ross Stores Inc. 2011-09-30 Add0.15%$34.25 - $40.64
($38.2)
$ 65.5972%Add 1.55%641,480
ORLY O Reilly Automotive ... 2011-09-30 Reduce-0.82%$56.91 - $71.72
($64.26)
$ 110.9573%Reduce -11.42%540,525
MKL Markel Corp. 2011-09-30 Add1.34%$351.13 - $401.75
($384.94)
$ 53940%Add 18.3%132,079
LPLA Lpl Investment Holdi... 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 38.932%Add 193.98%289,425
LAMR Lamar Advertising Co... 2011-09-30 Reduce-0.74%$16.96 - $28.35
($22.07)
$ 48.67120%Reduce -9.49%1,438,798
HIG Hartford Financial S... 2011-09-30 Buy 0.98%$15.82 - $27.03
($20.4)
$ 31.1653%New holding, 300000 sh.300,000
DHIL Diamond Hill Investm... 2011-09-30 Add0.64%$66.63 - $84.96
($75.62)
$ 85.2813%Add 164.81%80,000
BRK.B Berkshire Hathaway B 2011-09-30 Add1.57%$66 - $77.77
($72.28)
$ 113.0256%Add 129.05%211,300
BAC Bank Of America Corp... 2011-09-30 Buy 1.28%$6.06 - $11
($8.26)
$ 13.4363%New holding, 1100000 sh.1,100,000
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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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