Chuck Akre

Chuck Akre

Last Update: 08-14-2018

Number of Stocks: 23
Number of New Stocks: 0

Total Value: $7,916 Mil
Q/Q Turnover: 2%

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
KKR KKR & Co Inc 2018-06-30 Add1.63%$19.71 - $25
($22.22)
$ 25.4014%Add 108.33%10,000,000
DLTR Dollar Tree Inc 2018-06-30 Add0.21%$81.21 - $100.52
($92.37)
$ 95.614%Add 4.05%5,032,556
PRMW Primo Water Corp 2018-06-30 Add0.21%$11.77 - $18.51
($14.8)
$ 19.9835%Add 48.61%2,843,220
KMX CarMax Inc 2018-06-30 Add0.09%$58.77 - $80.19
($66.73)
$ 73.6310%Add 1.79%5,254,491
ALRM Alarm.com Holdings Inc 2018-06-30 Add0.06%$37.29 - $46.02
($41.45)
$ 54.8832%Add 24.26%600,770
AMT American Tower Corp 2018-06-30 Add0.03%$135.1 - $144.26
($138.95)
$ 151.179%Add 0.21%7,071,319
MA Mastercard Inc 2018-06-30 Add0.02%$169.7 - $203.21
($187.96)
$ 203.218%Add 0.13%5,329,671
ROP Roper Technologies Inc 2018-06-30 Add0.01%USD 262.64 - USD 286.33
(USD 275.86)
USD 297.888%Add 0.24%1,559,634
MKL Markel Corp 2018-06-30 AddUSD 1084.35 - USD 1165.11
(USD 1129.89)
USD 1203.387%Add 0.03%513,418
KKR KKR & Co Inc 2018-03-31 Buy 1.28%$20.2 - $24.41
($22.22)
$ 25.4014%New holding4,800,000
AMT American Tower Corp 2018-03-31 Add0.5%$133 - $147.7
($140.88)
$ 151.177%Add 3.89%7,056,211
ALRM Alarm.com Holdings Inc 2018-03-31 Add0.01%$35.01 - $39.8
($37.71)
$ 54.8846%Add 3.60%483,487
KMX CarMax Inc 2018-03-31 Add0.01%$59.36 - $72.42
($65.45)
$ 73.6312%Add 0.16%5,162,166
AMTD TD Ameritrade Holding Corp 2018-03-31 Add0.01%$51.69 - $62.66
($56.7)
$ 59.415%Add 0.58%2,984,578
ROP Roper Technologies Inc 2018-03-31 AddUSD 259.4 - USD 289.86
(USD 275.93)
USD 297.888%Add 0.03%1,555,919
PRMW Primo Water Corp 2017-12-31 Add0.04%$10.57 - $13.33
($11.97)
$ 19.9867%Add 12.16%1,913,220
ALRM Alarm.com Holdings Inc 2017-12-31 Add0.03%$36.18 - $49.28
($43.2)
$ 54.8827%Add 16.67%466,698
MKL Markel Corp 2017-12-31 Add0.01%USD 1061.92 - USD 1147.1
(USD 1092.96)
USD 1203.3810%Add 0.11%513,923
MA Mastercard Inc 2017-12-31 Add0.01%$141.82 - $154.19
($148.67)
$ 203.2137%Add 0.07%5,329,057
MCO Moody's Corporation 2017-12-31 Add0.01%USD 140.21 - USD 152.57
(USD 146.45)
USD 171.5017%Add 0.05%5,686,967
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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)
MA5,329,6711,047,387
AMT7,071,3191,019,472
MCO5,682,813969,261
V4,887,270647,319
MKL513,418556,725
ORLY1,888,330516,590
ROP1,559,634430,319
DLTR5,032,556427,767
SBAC2,465,000407,021
KMX5,254,491382,895
» More Current Portfolio

Chuck Akre's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 50.3% 50.3%
Communication Services 18% 18%
Consumer Cyclical 11.4% 11.4%
Technology 9% 9%
Consumer Defensive 6% 6%
Healthcare 2.1% 2.1%
Real Estate 0% 0%
» More Sector Weightings

Chuck Akre's News:

» More Related News


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