Chuck Akre

Chuck Akre

Last Update: 05-14-2015

Number of Stocks: 36
Number of New Stocks: 1

Total Value: $3,968 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: 2015-03-31
Number of Stocks: 36
Total value: 3,968 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 31.8% 31.8% -0.3% 6.25% 8.33333333333% 0.4%
Industrials 27.1% 27.1% 16.6666666667% 0.8%
Consumer Cyclical 17.2% 17.2% -1.1% 22.9166666667%
Real Estate 11.3% 11.3% 29.1666666667% 1.4%
Consumer Defensive 7% 7% 2.08333333333% 0.1%
Communication Services 3.6% 3.6%
Technology 2.1% 2.1% 10.4166666667% 0.5%
Energy 0.1% 0.1%
ETF, options, preferred -0.1% -0.1%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2015-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
AMTPRB American Tower CorpREITs500,00051,3001.29%New Buy+1.29%0.00
UBNT Ubiquiti Networks IncCommunication Equipment2,573,53073,5261.85%+39.11%+0.52%2.92
VRSK Verisk Analytics IncBusiness Services993,49574,5521.88%+24.19%+0.37%0.59
ROP Roper Technologies IncIndustrial Products1,219,446205,0745.17%+6.37%+0.31%1.21
ESGR Enstar Group LtdInsurance550,84978,2431.97%+7.71%+0.14%2.86
MA MasterCard IncCredit Services4,317,827389,5119.82%+1.20%+0.12%0.38
MKL Markel CorporationInsurance - Property & Casualty515,317381,6649.62%+1.04%+0.1%3.69
MCO Moody's CorporationBusiness Services3,554,485382,1789.63%+1.00%+0.1%1.76
DLTR Dollar Tree Stores IncRetail - Defensive3,542,298270,6676.82%+1.23%+0.08%1.72
AMT American Tower CorpREITs4,052,553383,0889.65%+0.88%+0.08%0.96
BRK.B Berkshire Hathaway IncInsurance308,83843,6111.1%+1.87%+0.02%0.01
PRMW Primo Water CorpBeverages - Non-Alcoholic1,703,9088,8430.22%+3.27%+0.01%6.84
BRK.A Berkshire Hathaway IncInsurance5311,3100.29%+3.92%+0.01%0.00
ORLY O'Reilly Automotive IncRetail - Apparel & Specialty819,319178,4724.5%+0.32%+0.01%0.81
CFX Colfax CorpIndustrial Products5,810,090288,1227.26%+0.14%+0.01%4.69
NLY Annaly Capital Management IncREITs11,109112<0.01%-44.58%00.00
AI Arlington Asset Investment Corp.Banks10,0002170.01%000.04
WMB Williams Companies IncOil & Gas - Midstream16,1408260.02%-11.46%00.00
NSH NuStar GP Holdings LLCOil & Gas - Midstream27,7751,0850.03%000.06
CCIPRA Crown Castle International CorpCommunication Services20,0002,0840.05%000.00
Premium Portfolio changes after 2015-03-31 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

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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