Chuck Akre

Chuck Akre

Last Update: 2014-02-18

Number of Stocks: 39
Number of New Stocks: 5

Total Value: $2,701 Mil
Q/Q Turnover: 9%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
DTV Directv 2013-12-31 Reduce-3.04%$57.95 - $68.4
($63.98)
$ 76.9620%Reduce -70.59%500,000
NSH NuStar GP Holdings, ... 2013-12-31 Reduce-0.03%$22.49 - $30.62
($26.42)
$ 35.4134%Reduce -59.28%23,580
DTV Directv 2013-09-30 Reduce-4.35%$57.49 - $65.29
($61.58)
$ 76.9625%Reduce -47.85%1,700,000
HIG Hartford Financial S... 2013-09-30 Reduce-2.36%$29.6 - $32.3
($31.22)
$ 34.7511%Reduce -84.23%319,803
ROST Ross Stores, Inc. 2013-09-30 Reduce-0.29%$64.76 - $72.55
($68.23)
$ 68.530%Reduce -6%1,533,218
NLY Annaly Capital Manag... 2013-06-30 Reduce-1.97%$12.43 - $15.99
($14.61)
$ 11.4-22%Reduce -98.48%33,409
ROST Ross Stores, Inc. 2013-06-30 Reduce-1.04%$59.26 - $66.5
($64.05)
$ 68.537%Reduce -15.82%1,631,048
NSH NuStar GP Holdings, ... 2013-06-30 Reduce-0.28%$24.34 - $33.97
($29.65)
$ 35.4119%Reduce -69.26%66,560
DLTR Dollar Tree Stores, ... 2013-06-30 Reduce-0.16%$45.99 - $50.84
($48.73)
$ 51.516%Reduce -2.32%2,421,423
TJX TJX Companies 2012-09-30 Reduce-3.25%$42.5 - $46.56
($44.86)
$ 58.8531%Reduce -95.73%41,520
LAMR Lamar Advertising Co 2012-09-30 Reduce-1.04%$26.42 - $37.05
($31.52)
$ 51.1662%Reduce -41.44%621,348
KMX CarMax, Inc. 2012-09-30 Reduce-0.64%$26 - $33.33
($28.69)
$ 43.2551%Reduce -37.53%503,474
TROW T. Rowe Price Group 2012-09-30 Reduce-0.15%$58.87 - $65.81
($62.02)
$ 81.1831%Reduce -89.81%3,405
EPD Enterprise Products ... 2012-09-30 Reduce-0.01%$51.21 - $54.69
($53.22)
$ 73.1537%Reduce -21.33%10,232
NSH Nustar GP Holdings, ... 2012-09-30 Reduce-0.01%$29.66 - $32.32
($31.09)
$ 35.4114%Reduce -20.33%10,970
PENN Penn Natl Gamng 2012-03-31 Reduce-0.63%$8.57 - $10.14
($8.9)
$ 12.9345%Reduce -36.91%176,312
TROW T. Rowe Price Group ... 2011-12-31 Reduce-0.69%$45.89 - $59.35
($53.53)
$ 81.1852%Reduce -70.22%32,800
BAC Bank Of America Corp... 2011-12-31 Reduce-0.35%$4.985 - $7.35
($5.94)
$ 16.37176%Reduce -27.27%800,000
ORLY O Reilly Automotive ... 2011-09-30 Reduce-0.82%$56.91 - $71.72
($64.26)
$ 148.12130%Reduce -11.42%540,525
LAMR Lamar Advertising Co... 2011-09-30 Reduce-0.74%$16.96 - $28.35
($22.07)
$ 51.16132%Reduce -9.49%1,438,798
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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)
MA396,463331,229
MCO3,480,950273,150
CFX4,224,220269,041
AMT3,326,376265,511
MKL380,717220,949
DLTR2,923,188164,926
ROST1,812,143135,784
V502,430111,881
ORLY821,303105,710
AMTD3,158,90096,789
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 46.7% 46.7%
Technology 15.4% 15.4%
Consumer Cyclical 14.7% 14.7%
Real Estate 9.8% 9.8%
Consumer Defensive 6.3% 6.3%
Communication Services 2.8% 2.8%
Energy 1.8% 1.8%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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User Comments

Davecvet
ReplyDavecvet - 5 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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