Chuck Akre

Chuck Akre

Last Update: 02-13-2015

Number of Stocks: 36
Number of New Stocks: 0

Total Value: $3,798 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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
DHR Danaher Corp 2014-12-31 Reduce-0.86%$71.7 - $87.06
($80.85)
$ 84.855%Reduce -21.05%1,500,000
HIG Hartford Financial Services Group Inc 2014-12-31 Reduce-0.27%$35.47 - $42.27
($39.58)
$ 41.956%Reduce -83.42%50,761
NLY Annaly Capital Management Inc 2014-12-31 Reduce-0.01%$10.79 - $11.65
($11.32)
$ 10.53-8%Reduce -59.95%20,044
DISCK Discovery Communications Inc 2014-09-30 Reduce6.1%$37.21 - $43.61
($40.56)
$ 29.77-36%Reduce 0.00%5,732,340
MWE MarkWest Energy Partners LP 2014-09-30 Reduce-1.49%$68.55 - $80.09
($74.91)
$ 63.02-19%Reduce -99.01%6,965
LUK Leucadia National Corp 2014-09-30 Reduce-0.02%$24.12 - $26.36
($25.17)
$ 22.17-14%Reduce -24.05%99,500
LUK Leucadia National Corp 2014-06-30 Reduce-1.68%$24.57 - $27.85
($25.93)
$ 22.17-17%Reduce -93.45%131,000
DISCA Discovery Communications Inc 2014-06-30 Reduce-0.86%$72.34 - $84.2
($77.04)
$ 31.27-146%Reduce -19.62%2,868,230
ROST Ross Stores Inc 2014-03-31 Reduce-0.5%$65.78 - $74.93
($71.06)
$ 104.1332%Reduce -9.99%1,631,038
DTV Directv 2013-12-31 Reduce-3.04%$57.95 - $68.4
($63.98)
$ 85.3225%Reduce -70.59%500,000
NSH NuStar GP Holdings LLC 2013-12-31 Reduce-0.03%$22.49 - $30.62
($26.42)
$ 35.3225%Reduce -59.28%23,580
DTV Directv 2013-09-30 Reduce-4.35%$57.49 - $65.29
($61.58)
$ 85.3228%Reduce -47.85%1,700,000
HIG Hartford Financial Services Group Inc 2013-09-30 Reduce-2.36%$29.6 - $32.3
($31.22)
$ 41.9526%Reduce -84.23%319,803
ROST Ross Stores Inc 2013-09-30 Reduce-0.29%$64.76 - $72.55
($68.23)
$ 104.1334%Reduce -6.00%1,533,218
NLY Annaly Capital Management Inc 2013-06-30 Reduce-1.97%$12.43 - $15.99
($14.61)
$ 10.53-39%Reduce -98.48%33,409
ROST Ross Stores Inc 2013-06-30 Reduce-1.04%$59.26 - $66.5
($64.05)
$ 104.1338%Reduce -15.82%1,631,048
NSH NuStar GP Holdings LLC 2013-06-30 Reduce-0.28%$24.34 - $33.97
($29.65)
$ 35.3216%Reduce -69.26%66,560
DLTR Dollar Tree Stores Inc 2013-06-30 Reduce-0.16%$45.99 - $50.84
($48.73)
$ 81.7240%Reduce -2.32%2,421,423
TJX TJX Companies 2012-09-30 Reduce-3.25%$42.5 - $46.56
($44.86)
$ 69.5936%Reduce -95.73%41,520
LAMR Lamar Advertising Co 2012-09-30 Reduce-1.04%$26.42 - $37.05
($31.52)
$ 58.7346%Reduce -41.44%621,348
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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)
AMT0397,088
MA0367,616
MKL0348,251
MCO0337,173
CFX0299,212
DLTR0246,269
DISCK0193,807
ROP0179,238
LYV0165,798
ORLY0157,310
» More Current Portfolio

Chuck Akre's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 64 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Financial Services 32.1% 32.1%
Technology 26.2% 26.2%
Consumer Cyclical 19% 19%
Real Estate 10.8% 10.8%
Consumer Defensive 6.7% 6.7%
Communication Services 3.6% 3.6%
Energy 0.1% 0.1%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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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
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