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:

Chuck Akre's Portfolio

This page shows the Portfolio Holdings of Chuck Akre at Akre Capital Management, LLC. It tells us what Chuck Akre holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2014-12-31
Number of Stocks: 36
Total value: 3,798 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 32.1% 32.1% -0.3% 6.25% 2.08333333333% 0.1%
Industrials 26.2% 26.2% -0.9% 18.75% 25% 1.2%
Consumer Cyclical 18.9% 18.9% 27.0833333333% 1.3%
Real Estate 10.9% 10.9%
Consumer Defensive 6.9% 6.9%
Communication Services 3.6% 3.6%
Technology 1.6% 1.6% 14.5833333333% 0.7%
Energy 0.1% 0.1%
ETF, options, preferred -0.2% -0.2%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
KMX CarMax IncAutos1,700,000113,1863%+42.26%+0.89%0.81
CFX Colfax CorpIndustrial Products5,802,065299,2127.9%+12.36%+0.87%4.69
UBNT Ubiquiti Networks IncCommunication Equipment1,850,00054,8341.4%+105.56%+0.72%2.11
MNRO Monro Muffler Brake IncAutos1,505,00386,9892.3%+19.44%+0.37%4.75
ROP Roper Industries IncIndustrial Products1,146,390179,2384.7%+5.33%+0.24%1.14
MCO Moody's CorporationBusiness Services3,519,180337,1738.9%+1.11%+0.1%1.74
ESGR Enstar Group LtdInsurance511,40278,1882.1%+3.21%+0.07%2.66
DLTR Dollar Tree Stores IncRetail - Defensive3,499,138246,2696.5%+0.42%+0.03%1.70
MKL Markel CorporationInsurance - Property & Casualty510,004348,2519.2%+0.23%+0.02%3.65
DISCK Discovery Communications IncEntertainment5,747,540193,8075.1%+0.27%+0.01%1.31
AI Arlington Asset Investment Corp.Banks10,0002660.007%000.04
MWE MarkWest Energy Partners LPOil & Gas - Midstream6,9654680.012%000.00
WMB Williams Companies IncOil & Gas - Midstream18,2308190.022%000.00
NSH NuStar GP Holdings LLCOil & Gas - Midstream27,7759560.025%000.06
CSX CSX CorpTransportation & Logistics42,8991,5540.041%000.00
CCIPRA Crown Castle International CorpCommunication Services20,0002,0520.054%000.00
LAMR Lamar Advertising CoREITs67,1003,5990.095%000.06
BAC.WS.A Bank of America CorporationBanks700,0004,9280.13%000.00
PRMW Primo Water CorpBeverages - Non-Alcoholic1,650,0007,1110.19%006.69
ANSS Ansys IncApplication Software100,3008,2250.22%000.11
Premium Portfolio changes after 2014-12-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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User Comments

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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