Chuck Akre

Chuck Akre

13F
Akre Capital Management, LLC
Last update 2024-05-24 21 Stocks (3 new)
Value $12.09 Bil Turnover 2 %
Countries:
Portfolio Report

Chuck Akre Profile

Chuck founded Akre Capital Management in 1989 after 21 years in the securities business at NYSE member firm Johnston, Lemon & Co. At Johnston, Lemon & Co., he managed various parts of the business, including branch management, research and asset management. Beginning in June of 1993, Akre operated the firm under the umbrella of Friedman, Billings, Ramsey & Co. Taking the business private again in 2000, he moved the firm to the rural village of Middleburg, Virginia.

Chuck Akre Investing Philosophy

Chuck Akre employs a classic value approach in selecting companies for his portfolio based upon the idea of a “three-legged stool.” This metaphoric three legged stool describes what he looks for in an investment: extraordinary business, talented management and great reinvestment opportunities and histories. The Akre Capital Management team focuses squarely on growth in the underlying economic value per share – often defined as book value per share – over the course of time. Quarterly “misses” are seen as opportunities over the course of five to ten year investment horizons.

Chuck Akre's Portfolio

Chuck Akre Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UBER
Uber Technologies Inc
1,775,000
136657.25
New Holding
1.13
+1.13%
0.08
-9.99%
+14.40%
147300.741
Software
CCCS
CCC Intelligent Solutions Holdings Inc
7,000,000
83720
New Holding
0.69
+0.69%
1.13
-5.67%
+1.54%
7194.209
Software
SOPH
Sophia Genetics SA
287,699
1418.36
New Holding
0.01
+0.01%
0.44
+5.96%
+1.91%
314.128
Healthcare Providers & Services
CSGP
CoStar Group Inc
7,261,626
701473.07
+0.08%
5.8
0%
1.78
-13.63%
-13.22%
31019.808
Real Estate
DHR
Danaher Corp
1,775,400
443352.89
0%
3.67
0%
0.24
+0.03%
+10.41%
188356.587
Medical Diagnostics & Research
SBAC
SBA Communications Corp
180,629
39142.3
0%
0.32
0%
0.17
-9.77%
-21.48%
21223.219
REITs
GSHD
Goosehead Insurance Inc
243,672
16233.43
0%
0.13
0%
0.97
-24.67%
-24.72%
1439.332
Insurance
VRSK
Verisk Analytics Inc
17,325
4084.02
0%
0.03
0%
0.01
+11.10%
+9.89%
37339.538
Business Services
BRK.B
Berkshire Hathaway Inc
16,490
6934.38
-0.42%
0.06
0%
0
-0.78%
+13.54%
874060.384
Insurance
BN
Brookfield Corp
17,958,415
751918.84
-0.53%
6.22
-0.03%
1.16
-2.19%
+2.63%
63200.333
Asset Management
KMX
CarMax Inc
2,701,829
235356.32
-0.91%
1.95
-0.02%
1.72
-15.77%
-8.65%
11088.413
Vehicles & Parts
ROP
Roper Technologies Inc
1,544,700
866329.55
-1.78%
7.17
-0.13%
1.44
+0.03%
+0.98%
58529.274
Software
ORLY
O'Reilly Automotive Inc
988,414
1115800.8
-3.08%
9.23
-0.25%
1.68
-9.36%
+5.07%
58753.927
Retail - Cyclical
DBRG
DigitalBridge Group Inc
4,109,005
79180.53
-6.66%
0.65
-0.04%
2.36
-30.80%
-27.21%
2202.678
Real Estate
V
Visa Inc
3,271,740
913077.2
-6.75%
7.55
-0.52%
0.16
-5.11%
+4.12%
552354.013
Credit Services
MCO
Moody's Corporation
4,452,967
1750149.62
-6.78%
14.48
-1.06%
2.44
+5.53%
+5.36%
74742.011
Capital Markets
MA
Mastercard Inc
4,610,292
2220178.32
-8.92%
18.37
-1.62%
0.5
-7.22%
+3.63%
409397.977
Credit Services
AMT
American Tower Corp
6,197,825
1224628.24
-8.92%
10.13
-1.10%
1.33
-2.37%
-8.49%
91330.972
REITs
KKR
KKR & Co Inc
14,879,551
1496585.2
-10.62%
12.38
-1.23%
1.68
+12.86%
+33.67%
97685.182
Asset Management
DLTR
Dollar Tree Inc
2,229
296.79
-89.76%
0
-0.03%
0
-16.57%
-24.58%
22972.143
Retail - Defensive
100/Page
Total 21

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