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:

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: 2013-12-31
Number of Stocks: 39
Total value: 2,701 Mil
Number of New Buys: 5
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 46.7% 46.7% 9.96204933586% 0.7%
Industrials 15.4% 15.4% 21.3472485769% 1.5%
Consumer Cyclical 14.7% 14.7% 28.4629981025% 2%
Real Estate 9.8% 9.8% 21.3472485769% 1.5%
Consumer Defensive 6.3% 6.3% 14.2314990512% 1%
Communication Services 2.8% 2.8% -3% 42.6944971537% 9.96204933586% 0.7%
Technology 2.3% 2.3% 2.84629981025% 0.2%
ETF, options, preferred 2% 2%
Energy 1.8% 1.8% 14.2314990512% 1%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2013-12-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
AMT American Tower CorpREITs3,326,376265,5119.8%+17.59%+1.47%0.84
DLTR Dollar Tree Stores, Inc.Retail - Defensive2,923,188164,9266.1%+20.61%+1.04%1.31
MWE MarkWest Energy Partners LPOil & Gas - Midstream704,93546,6171.7%+131.18%+0.96%0.45
LYV Live Nation Entertainment, Inc.Entertainment4,558,30090,0723.3%+40.26%+0.95%2.30
DHR Danaher CorporationIndustrial Products280,00021,6160.8%New Buy+0.8%0.04
ROST Ross Stores, Inc.Retail - Apparel & Specialty1,812,143135,7845%+18.19%+0.77%0.83
CFX Colfax CorporationIndustrial Products4,224,220269,04110%+7.95%+0.74%4.15
MKL Markel CorporationInsurance - Property & Casualty380,717220,9498.2%+9.1%+0.68%2.72
EQIX Equinix, Inc.Communication Services222,30039,4471.5%+81.47%+0.67%0.45
LVNTA Liberty VenturesOnline Media90,0005,5170.2%New Buy+0.2%0.12
KMX CarMax, Inc.Autos100,0004,7020.17%New Buy+0.17%0.04
LAMR Lamar Advertising CoAdvertising & Marketing Services67,1003,5060.13%New Buy+0.13%0.00
LPLA LPL Financial Holdings IncBrokers & Exchanges1,715,00080,6913%+0.88%+0.03%1.63
AI Arlington Asset Investment Corp.Brokers & Exchanges10,0002640.0098%New Buy+0.0098%0.06
NLY Annaly Capital Management, Inc.REITs51,3845120.019%+4.69%00.01
WMB Williams Companies IncOil & Gas - Integrated19,6107560.028%000.00
CSX CSX CorpTransportation & Logistics49,9171,4360.053%-2.24%00.00
TDG TransDigm Group IncAerospace & Defense10,0001,6100.06%000.02
PRMW Primo Water CorpBeverages - Non-Alcoholic1,600,0004,2080.16%006.66
ANSS Ansys, Inc.Application Software50,0004,3600.16%000.05
Premium Portfolio changes after 2013-12-31 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

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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