Chuck Akre

Chuck Akre

Last Update: 08-18-2017

Number of Stocks: 28
Number of New Stocks: 1

Total Value: $6,152 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Chuck Akre Bought 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
ORLY O'Reilly Automotive Inc 2017-06-30 Add1.31%$216.04 - $269.84
($245.74)
$ 197.92-19%Add 44.61%1,193,026
DLTR Dollar Tree Inc 2017-06-30 Add0.74%$66.6 - $83.13
($77.33)
$ 74.25-4%Add 15.45%4,844,272
AMT American Tower Corp 2017-06-30 Add0.24%$120.64 - $135.75
($127.96)
$ 140.009%Add 1.67%6,810,903
ESGR Enstar Group Ltd 2017-06-30 Add0.04%$184.05 - $200.85
($191)
$ 201.806%Add 0.76%1,457,264
MCO Moody's Corporation 2017-06-30 Add0.04%$111.38 - $122.25
($116.88)
$ 130.4912%Add 0.35%5,699,676
MKL Markel Corp 2017-06-30 Add0.03%$943.33 - $992.04
($970.65)
$ 1048.388%Add 0.43%516,113
MA Mastercard Inc 2017-06-30 Add0.03%$111.22 - $125.9
($118.47)
$ 131.1411%Add 0.30%5,345,399
BRK.B Berkshire Hathaway Inc 2017-06-30 Add0.02%$161.26 - $171.55
($166.27)
$ 177.567%Add 1.75%390,974
MNRO Monro Muffler Brake Inc 2017-06-30 Add0.02%$41.05 - $54.6
($49.99)
$ 44.30-11%Add 1.57%1,622,700
ROP Roper Technologies Inc 2017-06-30 Add0.02%$205.01 - $235.25
($220.99)
$ 228.203%Add 0.32%1,567,365
VRSK Verisk Analytics Inc 2017-06-30 Add0.02%$76.75 - $84.06
($80.9)
$ 80.65-0%Add 0.56%2,604,982
KMX CarMax Inc 2017-06-30 Add0.01%$55.37 - $65.03
($60.38)
$ 63.976%Add 0.25%5,170,601
MCO Moody's Corporation 2017-03-31 Add1.88%$94.67 - $113.56
($107.24)
$ 130.4922%Add 21.87%5,679,831
V Visa Inc 2017-03-31 Add1.85%$79.5 - $90.24
($86.02)
$ 102.5119%Add 34.98%4,889,020
MA Mastercard Inc 2017-03-31 Add1.16%$105 - $112.83
($109.61)
$ 131.1420%Add 13.35%5,329,183
MNRO Monro Muffler Brake Inc 2017-03-31 Add0.06%$52.05 - $59.9
($56.72)
$ 44.30-22%Add 4.93%1,597,630
DLTR Dollar Tree Inc 2017-03-31 Add0.01%$73.44 - $80
($76.86)
$ 74.25-3%Add 0.22%4,195,913
ORLY O'Reilly Automotive Inc 2017-03-31 Add0.01%$254.35 - $282.81
($270.93)
$ 197.92-27%Add 0.14%825,009
ROP Roper Technologies Inc 2017-03-31 Add0.01%$184.93 - $213.93
($200.48)
$ 228.2014%Add 0.18%1,562,410
VRSK Verisk Analytics Inc 2017-03-31 Add0.01%$79.35 - $85.19
($82.11)
$ 80.65-2%Add 0.23%2,590,486
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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)
AMT6,810,903901,219
MCO5,699,676693,537
MA5,345,399649,199
MKL516,113503,654
V4,889,020458,492
ROP1,567,365362,892
DLTR4,844,272338,711
SBAC2,465,000332,528
KMX5,170,601326,058
ESGR1,457,264289,485
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 46.1% 46.1%
Communication Services 21.1% 21.1%
Consumer Cyclical 12.5% 12.5%
Technology 9.6% 9.6%
Consumer Defensive 5.9% 5.9%
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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