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

Chuck Akre Latest Trades :



TickerCompanyDate Action
Impact Price Range
(Average)*up
Current Price Change from Average Comment Current Shares
DTV Directv 2012-06-30 Buy 3.6%$42.94 - $49.94
($47.07)
$ 63.7435%New holding, 900000 sh.900,000
UA Under Armour Inc 2012-06-30 Sold Out -0.2%$44.705 - $53.255
($48.66)
$ 62.5428%Sold Out0
DLTR Dollar Tree, Inc. 2012-06-30 Add3.38%$25.92 - $56.71
($49.56)
$ 50.241%Add 105.09%3,027,180
ROST Ross Stores, Inc. 2012-06-30 Add1.53%$58.08 - $69
($62.06)
$ 65.846%Add 18.33%1,950,162
AMT American Tower Corp 2012-06-30 Add0.34%$62.19 - $70.14
($65.55)
$ 81.7225%Add 3.56%1,747,659
DHIL Diamond Hill Investm... 2012-06-30 Add0.18%$65.21 - $77.38
($72.28)
$ 82.1414%Add 23.6%145,500
BRK.B Berkshire Hathaway I... 2012-06-30 Add0.69%$78.39 - $82.95
($80.47)
$ 110.8338%Add 45.59%317,325
XOM Exxon Mobil Corporat... 2012-06-30 Sold Out -0.02%$77.87 - $86.86
($83.11)
$ 91.5310%Sold Out0
ORLY O'reilly Automot... 2012-06-30 Add1.86%$79.05 - $106.66
($97.09)
$ 110.7414%Add 49.72%826,749
V Visa Inc 2012-06-30 Add0.74%$112.3 - $124.08
($118.95)
$ 180.4552%Add 24.14%372,430
MA Mastercard Inc 2012-06-30 Add2.19%$392.67 - $459.75
($426.29)
$ 571.4634%Add 22.6%337,940
MKL Markel Corporation 2012-06-30 Add2.32%$422.94 - $448.99
($438.75)
$ 533.0122%Add 47.47%199,973
AAPL Apple Inc. 2012-06-30 Add1.02%$530.73 - $642.81
($582.98)
$ 445.15-24%Add 148.98%35,106
PRMW Primo Water Cp 2012-03-31 Add0.12%$1.94 - $3.45
($2.52)
$ 1.58-37%Add 130.85%1,100,000
MTG Mgic Invstmt Cp 2012-03-31 Buy 0.2%$3.59 - $5.05
($4.17)
$ 6.0345%New holding, 400000 sh.400,000
NLY Annaly Cap Mgmt 2012-03-31 Add1.36%$15.59 - $17.14
($15.44)
$ 14.42-7%Add 399.85%1,040,225
AMTD Td Ameritrade 2012-03-31 Add2.04%$15.96 - $20.54
($16.54)
$ 22.3935%Add 74.07%2,350,000
HIG Hartford Fin Sv 2012-03-31 Add0.42%$16.37 - $22.02
($18.44)
$ 30.2464%Add 32.9%807,900
LPS Lender Proc Dvc 2012-03-31 Buy 0.37%$14.4 - $25.93
($19.05)
$ 32.9973%New holding, 140000 sh.140,000
LUK Leucadia Natl 2012-03-31 Buy 1.6%$23.89 - $29.72
($25.85)
$ 30.6519%New holding, 604200 sh.604,200
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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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