Chuck Akre

Chuck Akre

Last Update: 08-14-2015

Number of Stocks: 37
Number of New Stocks: 3

Total Value: $4,152 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2015-06-30.

Plans start from as little as $349/year. 7-Day FREE TRIAL

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
AMT American Tower Corp 2015-06-30 Add2.74%$92.07 - $98.04
($94.59)
$ 91.17-4%Add 30.14%5,274,014
VRSK Verisk Analytics Inc 2015-06-30 Add1.74%$71.4 - $76.85
($73.45)
$ 73.660%Add 100.02%1,987,225
ROP Roper Technologies Inc 2015-06-30 Add0.23%$167.08 - $177.79
($173.15)
$ 158.73-8%Add 4.61%1,275,634
UBNT Ubiquiti Networks Inc 2015-06-30 Add0.08%$27.95 - $33.74
($30.73)
$ 35.7016%Add 4.14%2,680,000
ESGR Enstar Group Ltd 2015-06-30 Add0.07%$140.17 - $159.98
($149.16)
$ 149.410%Add 3.46%569,902
ORLY O'Reilly Automotive Inc 2015-06-30 Add0.06%$214.05 - $232.41
($222.34)
$ 239.668%Add 1.33%830,183
BRK.B Berkshire Hathaway Inc 2015-06-30 Add0.02%$136.11 - $148.31
($142.66)
$ 132.22-7%Add 1.81%314,418
CFX Colfax Corp 2015-06-30 Add0.02%$45.75 - $52.65
($49.19)
$ 37.01-25%Add 0.25%5,824,798
DLTR Dollar Tree Stores Inc 2015-06-30 Add0.02%$74.99 - $83.53
($79.1)
$ 67.59-15%Add 0.26%3,551,446
MA MasterCard Inc 2015-06-30 Add0.02%$86.39 - $96.05
($91.68)
$ 90.43-1%Add 0.25%4,328,795
MCO Moody's Corporation 2015-06-30 Add0.02%$103.8 - $110.82
($107.6)
$ 100.56-7%Add 0.24%3,563,131
MKL Markel Corporation 2015-06-30 Add0.02%$740.64 - $811
($777.53)
$ 820.135%Add 0.25%516,611
CSX CSX Corp 2015-06-30 Add0.01%$32.42 - $37.46
($34.75)
$ 26.99-22%Add 35.90%40,695
MNRO Monro Muffler Brake Inc 2015-06-30 Add$58.57 - $65.94
($62.41)
$ 63.502%Add 0.19%1,507,930
NLY Annaly Capital Management Inc 2015-06-30 Add$9.19 - $10.52
($10.11)
$ 10.140%Add 80.43%20,044
PRMW Primo Water Corp 2015-06-30 Add$5 - $6.35
($5.73)
$ 6.4513%Add 1.33%1,726,613
UBNT Ubiquiti Networks Inc 2015-03-31 Add0.52%$26.23 - $32.73
($29.59)
$ 35.7021%Add 39.11%2,573,530
VRSK Verisk Analytics Inc 2015-03-31 Add0.37%$62.7 - $72.27
($67.51)
$ 73.669%Add 24.19%993,495
ROP Roper Technologies Inc 2015-03-31 Add0.31%$145.75 - $174.02
($161.94)
$ 158.73-2%Add 6.37%1,219,446
ESGR Enstar Group Ltd 2015-03-31 Add0.14%$134.95 - $149.19
($139.79)
$ 149.417%Add 7.71%550,849
Premium Real Time Picks are included for Premium Members only!!
*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)
AMT5,274,014492,013
MKL516,611413,640
MA4,328,795404,656
MCO3,563,131384,676
DLTR3,551,446280,529
CFX5,824,798268,814
ROP1,275,634219,996
ORLY830,183187,605
LYV6,260,154172,092
V2,283,240153,320
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 32% 32%
Technology 27.7% 27.7%
Consumer Cyclical 14.2% 14.2%
Real Estate 13.4% 13.4%
Consumer Defensive 7% 7%
Communication Services 3.4% 3.4%
Energy 0% 0%
» More Sector Weightings

Chuck Akre's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

User Comments

Davecvet
ReplyDavecvet - 1 year 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
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK