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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
ARO Aeropostale Inc. 2011-09-30 Sold Out -1.33%$9.31 - $18.56
($13.44)
$ 16.4823%Sold Out0
AMTD Td Ameritrade Holdin... 2011-09-30 Add0.48%$13.76 - $19.96
($16.22)
$ 22.3238%Add 42.5%570,000
AMT American Tower Corp.... 2011-09-30 Add0.39%$46.35 - $55.21
($52.49)
$ 81.5855%Add 3.14%1,372,350
AGO Assured Guaranty Ltd... 2011-09-30 Sold Out -0.58%$9.93 - $16.86
($13.07)
$ 23.0977%Sold Out0
AAPL Apple Inc. 2011-09-30 Buy 0.28%$349.43 - $413.45
($381.98)
$ 442.1416%New holding, 4100 sh.4,100
TROW T. Rowe Price Group ... 2011-06-30 Add0.14%$56.51 - $67.92
($62.07)
$ 76.8524%Add 14.22%100,930
PRMW Primo Water Corp. 2011-06-30 Buy 0.19%$11.26 - $16.06
($13.99)
$ 1.56-89%New holding, 75000 sh.75,000
OXPS Optionsxpress Holdin... 2011-06-30 Sold Out -2.24%$16.01 - $18.87
($17.62)
$ 12.6-28%Sold Out0
ORLY O Reilly Automotive ... 2011-06-30 Add1.24%$55.38 - $64.99
($59.58)
$ 110.2385%Add 21%610,235
MA Mastercard Cl A 2011-06-30 Add1.42%$253.55 - $309.7
($274.05)
$ 569.73108%Add 16.51%185,515
LAMR Lamar Advertising Co... 2011-06-30 Add1.63%$26.09 - $37.13
($29.98)
$ 47.8160%Add 26.42%1,589,655
KMX Carmax Inc. 2011-06-30 Add1.81%$26.62 - $34.7
($30.95)
$ 47.0552%Add 61.84%799,231
KMB Kimberlyclark Corp. 2011-06-30 Sold Out -0.38%$64.24 - $68.43
($66.42)
$ 102.5454%Sold Out0
ESGR Enstar Group Ltd. 2011-06-30 Add0.19%$97.03 - $112.15
($101.67)
$ 127.1525%Add 2.17%468,803
DHIL Diamond Hill Investm... 2011-06-30 Buy 0.44%$77.75 - $82.18
($79.75)
$ 82.493%New holding, 30210 sh.30,210
ARO Aeropostale Inc. 2011-06-30 Add1.02%$17.15 - $26.26
($21.18)
$ 16.48-22%Add 325%425,000
AGO Assured Guaranty Ltd... 2011-06-30 Buy 0.58%$14.17 - $17.83
($16.05)
$ 23.0944%New holding, 200000 sh.200,000
XOM Exxon Mobil Corp. 2011-03-31 Buy 0.04%$73.12 - $85.97
($81.35)
$ 91.7913%New holding, 2528 sh.2,528
TRAD Tradestation Group I... 2011-03-31 Reduce-0.13%$6.54 - $7.19
($6.94)
$ 9.7440%Reduce -33.49%179,574
ROST Ross Stores Inc. 2011-03-31 Add0.95%$31.1 - $36.21
($34.13)
$ 65.0891%Add 12.21%632,385
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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 44.5% 44.5%
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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