Chuck Akre

Chuck Akre

Last Update: 05-15-2018

Number of Stocks: 24
Number of New Stocks: 1

Total Value: $7,620 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $449/year. 7-Day FREE TRIAL

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
KKR KKR & Co LP 2018-03-31 Buy 1.28%$20.2 - $24.41
($22.22)
$ 24.8912%New holding4,800,000
AMTpB.PFD American Tower Corp 2018-03-31 Sold Out -0.55%$116.84 - $128.75
($122.92)
$ 117.60-4%Sold Out0
AMT American Tower Corp 2018-03-31 Add0.5%$133 - $147.7
($140.88)
$ 142.761%Add 3.89%7,056,211
ESGR Enstar Group Ltd 2018-03-31 Reduce-0.12%$193.6 - $216.3
($206.33)
$ 214.804%Reduce -2.91%1,404,884
ALRM Alarm.com Holdings Inc 2018-03-31 Add0.01%$35.01 - $39.8
($37.71)
$ 37.43-1%Add 3.60%483,487
KMX CarMax Inc 2018-03-31 Add0.01%$59.36 - $72.42
($65.45)
$ 81.4024%Add 0.16%5,162,166
DLTR Dollar Tree Inc 2018-03-31 Reduce-0.01%$89.25 - $116.35
($104.83)
$ 86.95-17%Reduce -0.08%4,836,865
MKL Markel Corp 2018-03-31 Reduce-0.01%$1058.06 - $1182.13
($1125.56)
$ 1107.13-2%Reduce -0.13%513,271
MA Mastercard Inc 2018-03-31 Reduce-0.01%$151.91 - $183.24
($170.92)
$ 201.1718%Reduce -0.12%5,322,781
AMTD TD Ameritrade Holding Corp 2018-03-31 Add0.01%$51.69 - $62.66
($56.7)
$ 58.643%Add 0.58%2,984,578
VRSK Verisk Analytics Inc 2018-03-31 Reduce-0.01%$92.28 - $105.84
($99.82)
$ 108.038%Reduce -0.39%2,569,932
BRK.B Berkshire Hathaway Inc 2018-03-31 Reduce$191.42 - $217.25
($205.28)
$ 189.77-8%Reduce -0.15%287,713
MCO Moody's Corporation 2018-03-31 Reduce$146.13 - $170.2
($161.89)
$ 173.007%Reduce -0.04%5,684,806
ORLY O'Reilly Automotive Inc 2018-03-31 Reduce$238.58 - $275.93
($253.71)
$ 286.4713%Reduce -0.05%1,893,659
ROP Roper Technologies Inc 2018-03-31 Add$259.4 - $289.86
($275.93)
$ 278.221%Add 0.03%1,555,919
V Visa Inc 2018-03-31 Reduce$113.86 - $126.32
($121.2)
$ 135.3812%Reduce -0.04%4,887,270
MNRO Monro Inc 2017-12-31 Sold Out -1.31%$47.75 - $58.55
($52.09)
$ 60.3516%Sold Out0
PRMW Primo Water Corp 2017-12-31 Add0.04%$10.57 - $13.33
($11.97)
$ 17.9150%Add 12.16%1,913,220
ALRM Alarm.com Holdings Inc 2017-12-31 Add0.03%$36.18 - $49.28
($43.2)
$ 37.43-13%Add 16.67%466,698
MKL Markel Corp 2017-12-31 Add0.01%$1061.92 - $1147.1
($1092.96)
$ 1107.131%Add 0.11%513,923
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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)
AMT7,056,2111,025,550
MA5,322,781932,338
MCO5,684,806916,959
MKL513,271600,655
V4,887,270584,615
ORLY1,893,659468,453
DLTR4,836,865459,018
ROP1,555,919436,731
SBAC2,465,000421,318
KMX5,162,166319,745
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 48.6% 48.6%
Communication Services 19% 19%
Consumer Cyclical 11.9% 11.9%
Technology 9.3% 9.3%
Consumer Defensive 6.3% 6.3%
Healthcare 2.1% 2.1%
Real Estate 0% 0%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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