Chuck Akre

Chuck Akre

Last Update: 05-15-2017

Number of Stocks: 31
Number of New Stocks: 0

Total Value: $6,083 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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
MCO Moody's Corporation 2017-03-31 Add1.88%$94.67 - $113.56
($107.24)
$ 120.0612%Add 21.87%5,679,831
V Visa Inc 2017-03-31 Add1.85%$79.5 - $90.24
($86.02)
$ 95.5811%Add 34.98%4,889,020
MA Mastercard Inc 2017-03-31 Add1.16%$105 - $112.83
($109.61)
$ 124.0113%Add 13.35%5,329,183
DLTH Duluth Holdings Inc 2017-03-31 Sold Out -0.16%$18.43 - $26.77
($22.25)
$ 17.06-23%Sold Out0
MNRO Monro Muffler Brake Inc 2017-03-31 Add0.06%$52.05 - $59.9
($56.72)
$ 44.75-21%Add 4.93%1,597,630
BRK.A Berkshire Hathaway Inc 2017-03-31 Reduce-0.04%$238100 - $266013
($250864)
$ 251800.000%Reduce -19.23%42
CSX CSX Corp 2017-03-31 Reduce-0.03%$35.89 - $49.79
($45.72)
$ 52.6515%Reduce -87.37%4,899
DIS Walt Disney Co 2017-03-31 Sold Out -0.01%$106.08 - $113.39
($110.1)
$ 104.36-5%Sold Out0
DLTR Dollar Tree Inc 2017-03-31 Add0.01%$73.44 - $80
($76.86)
$ 66.60-13%Add 0.22%4,195,913
ESGR Enstar Group Ltd 2017-03-31 Reduce-0.01%$184.85 - $203.45
($193.35)
$ 194.501%Reduce -0.10%1,446,269
ORLY O'Reilly Automotive Inc 2017-03-31 Add0.01%$254.35 - $282.81
($270.93)
$ 220.08-19%Add 0.14%825,009
ROP Roper Technologies Inc 2017-03-31 Add0.01%$184.93 - $213.93
($200.48)
$ 231.5115%Add 0.18%1,562,410
VRSK Verisk Analytics Inc 2017-03-31 Add0.01%$79.35 - $85.19
($82.11)
$ 82.360%Add 0.23%2,590,486
AMT American Tower Corp 2017-03-31 Reduce$103.01 - $121.54
($110.01)
$ 131.8820%Reduce -0.04%6,699,098
BRK.B Berkshire Hathaway Inc 2017-03-31 Add$158.81 - $177.28
($167.31)
$ 167.22-0%Add 0.09%384,249
CFX Colfax Corp 2017-03-31 Reduce$35.49 - $41.4
($38.73)
$ 37.88-2%Reduce -0.06%4,697,300
DG Dollar General Corp 2016-12-31 Buy 2.04%$66.97 - $80.06
($73.01)
$ 69.75-4%New holding1,500,000
SBAC SBA Communications Corp 2016-12-31 Add1.14%$96.1 - $115.26
($105.29)
$ 131.9125%Add 32.17%2,465,000
MCO Moody's Corporation 2016-12-31 Add1.07%$94.27 - $109.28
($100.94)
$ 120.0619%Add 15.37%4,660,664
CFX Colfax Corp 2016-12-31 Reduce-0.84%$29 - $39.75
($34.34)
$ 37.8810%Reduce -22.95%4,700,000
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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.
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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)
AMT6,699,098814,208
MCO5,679,831636,368
MA5,329,183599,373
MKL513,914501,508
V4,889,020434,487
DLTR4,195,913329,211
ROP1,562,410322,622
KMX5,157,481305,426
SBAC2,465,000296,712
ESGR1,446,269276,671
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 44% 44%
Communication Services 19.4% 19.4%
Technology 11.8% 11.8%
Consumer Cyclical 11.8% 11.8%
Consumer Defensive 7.5% 7.5%
Healthcare 2.3% 2.3%
Real Estate 0.1% 0.1%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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