Chuck Akre

Chuck Akre

Last Update: 2014-08-13

Number of Stocks: 39
Number of New Stocks: 2

Total Value: $3,442 Mil
Q/Q Turnover: 11%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Chuck Akre Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
DHR Danaher Corp 2014-06-30 Add2.72%$72.56 - $80.68
($76.38)
$ 75.51-1%Add 400%1,500,000
ROP Roper Industries Inc 2014-06-30 Add2.56%$128.99 - $148.94
($139.44)
$ 147.156%Add 763.16%681,900
MKL Markel Corporation 2014-06-30 Add2.14%$595.99 - $654.5
($629.66)
$ 638.71%Add 29.47%493,273
DLTR Dollar Tree Stores I... 2014-06-30 Add0.79%$50 - $55.5
($52.54)
$ 55.997%Add 16.74%3,482,423
MA MasterCard Inc 2014-06-30 Add0.67%$68.68 - $77.47
($74.3)
$ 74.650%Add 7.95%4,278,795
SBAC SBA Communications C... 2014-06-30 Add0.67%$87.4 - $101.64
($95.89)
$ 110.7116%Add 22.75%1,200,000
KMX CarMax Inc 2014-06-30 Add0.61%$42.88 - $52.75
($45.31)
$ 47.164%Add 200%600,000
DISCK Discovery Communicat... 2014-03-31 Add3.41%$35.89 - $41.93
($38.32)
$ 37.63-2%Add 346.05%3,568,400
CFX Colfax Corp 2014-03-31 Add2.14%$58.56 - $72.15
($66.55)
$ 57.93-13%Add 22.2%5,162,070
AMT American Tower Corp 2014-03-31 Add1.83%$78.83 - $84.51
($81.42)
$ 93.6615%Add 21.07%4,027,121
LYV Live Nation Entertai... 2014-03-31 Add1.24%$19.76 - $23.69
($21.66)
$ 24.4113%Add 39.31%6,350,000
V Visa Inc 2014-03-31 Add0.46%$212.09 - $232.99
($222.39)
$ 211.17-5%Add 13.53%570,430
LVNTA Liberty Ventures 2014-03-31 Add0.19%$27.64 - $35.93
($31.72)
$ 37.0617%Add 100%90,000
KMX CarMax Inc 2014-03-31 Add0.15%$44.57 - $49.43
($46.72)
$ 47.161%Add 100%200,000
ANSS Ansys Inc 2014-03-31 Add0.11%$73.46 - $87.2
($81.14)
$ 75.73-7%Add 89.6%94,800
AMT American Tower Corp 2013-12-31 Add1.47%$71.62 - $80.82
($77.67)
$ 93.6621%Add 17.59%3,326,376
DLTR Dollar Tree Stores, ... 2013-12-31 Add1.04%$54.9 - $59.91
($57.62)
$ 55.99-3%Add 20.61%2,923,188
MWE MarkWest Energy Part... 2013-12-31 Add0.96%$62.95 - $75.35
($69.38)
$ 77.5512%Add 131.18%704,935
LYV Live Nation Entertai... 2013-12-31 Add0.95%$17.22 - $19.82
($18.7)
$ 24.4130%Add 40.26%4,558,300
ROST Ross Stores, Inc. 2013-12-31 Add0.77%$70.39 - $81.64
($75.14)
$ 75.611%Add 18.19%1,812,143
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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)
CFX5,161,180384,714
AMT4,024,596362,133
MKL493,273323,410
MA4,278,795314,363
MCO3,482,130305,244
DISCA2,868,230208,205
DLTR3,482,423189,653
LYV6,350,000156,781
SBAC1,200,000122,760
ORLY821,267123,683
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 40.8% 40.8%
Technology 16.2% 16.2%
Consumer Cyclical 16% 16%
Real Estate 10.8% 10.8%
Consumer Defensive 5.7% 5.7%
Communication Services 3.6% 3.6%
Energy 1.6% 1.6%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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User Comments

Davecvet
ReplyDavecvet - 10 months ago
I am a friend of Pat Lewis and he told me to contact Mr Akre regarding investments. How do I make contact with Mr Akre other than this site to discuss investmenting?

thank you

dave capraro
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