Chuck Akre

Chuck Akre

Last Update: 2014-05-13

Number of Stocks: 42
Number of New Stocks: 3

Total Value: $3,126 Mil
Q/Q Turnover: 13%

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: 2014-03-31
Number of Stocks: 42
Total value: 3,126 Mil
Number of New Buys: 3
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 40.5% 40.5% -0.1% 1.36612021858% 6.8306010929% 0.5%
Consumer Cyclical 17.7% 17.7% -0.5% 6.8306010929% 65.5737704918% 4.8%
Industrials 16.4% 16.4% 30.0546448087% 2.2%
Real Estate 10.5% 10.5% 24.5901639344% 1.8%
Communication Services 5.3% 5.3% -0.1% 1.36612021858% 38.2513661202% 2.8%
Consumer Defensive 5.2% 5.2% 1.36612021858% 0.1%
Technology 2.6% 2.6% 8.19672131148% 0.6%
ETF, options, preferred 1.8% 1.8%
Energy 1.6% 1.6%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2014-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
DISCK Discovery Communications IncEntertainment1,784,200137,4904.4%+346.05%+3.41%0.78
SBAC SBA Communications CorpCommunication Services977,60088,9222.8%New Buy+2.8%0.76
CFX Colfax CorpIndustrial Products5,162,070368,21011.8%+22.2%+2.14%4.18
AMT American Tower CorpREITs4,027,121329,70010.5%+21.07%+1.83%1.02
LYV Live Nation Entertainment IncEntertainment6,350,000138,1124.4%+39.31%+1.24%3.17
V Visa IncCredit Services570,430123,1333.9%+13.53%+0.46%0.09
ROP Roper Industries IncComputer Hardware79,00010,5470.34%New Buy+0.34%0.08
LVNTA Liberty VenturesOnline Media180,00011,7300.38%+100%+0.19%0.24
KMX CarMax IncAutos200,0009,3600.3%+100%+0.15%0.09
ANSS Ansys IncApplication Software94,8007,3010.23%+89.6%+0.11%0.10
DLTR Dollar Tree Stores IncRetail - Defensive2,983,023155,6545%+2.05%+0.1%1.44
DHR Danaher CorpIndustrial Products300,00022,5000.72%+7.14%+0.05%0.04
BRK.B Berkshire Hathaway IncInsurance312,01938,9931.2%+2.96%+0.03%0.01
XOM Exxon Mobil CorporationOil & Gas - Integrated4,4464340.014%New Buy+0.014%0.00
MKL Markel CorporationInsurance - Property & Casualty381,007227,1187.3%+0.08%+0.01%2.73
AI Arlington Asset Investment Corp.Brokers & Exchanges10,0002650.0085%000.05
NLY Annaly Capital Management IncREITs50,0445490.018%-2.61%00.01
WMB Williams Companies IncOil & Gas - Integrated18,8807660.025%-3.72%00.00
NSH NuStar GP Holdings LLCOil & Gas - Midstream27,7759450.03%+17.79%00.07
CSX CSX CorpTransportation & Logistics49,9171,4460.046%000.00
Premium Portfolio changes after 2014-03-31 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 - 8 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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