Chuck Akre

Chuck Akre

Akre Capital Management, LLC
Last update 2018-11-15 24 Stocks (1 new)
Value $8.56 Bil Turnover 2 %
Top Holdings: MA(13.85%) AMT(11.99%) MCO(11.09%) V(8.56%) ORLY(7.65%)
Guru Portfolio Report Download

Chuck Akre 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 Investing Philosophy

Chuck Akre employs a classic value approach in selecting companies for his portfolio. He likes to buy companies with strong business model demonstrating consistent earnings growth, high return on equity or high compound growth rate in book value per share. He also looks at the quality of the management. Ackre likes companies with a return on equity above 15%, shareholder friendly management, and a price to free cash flow ration below 15. Chuck Akre's portfolio turnover is remarkably low. His portfolio is also concentrated, with about 40 stocks, and his top four holdings typically make up over 40% of assets.

Historical Allocation of Stock, Bonds, Cash

Performance of Akre Capital Private Asset Man

YearReturn %S&P500 %Excess Gain %
No Data

Commentaries and Stories
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5 Undervalued Companies With Predictable Businesses
Westlake Chemical, CarMax top the list
0 Votes
180 Views    Tiziano Frateschi    2018-10-22 20:26
Chuck Akre Comments on Dollar Tree
Guru stock highlight
0 Votes
80 Views    Holly LaFon    2018-10-16 20:36
Akre Focus Fund Commentary 3rd Quarter 2018
Akre is beating index for 12 months
2 Votes
433 Views    Holly LaFon    2018-10-16 18:21
Dollar Tree: Zero Upside Potential
Despite the year-to-date sell off, investors should avoid the stock through 2020
1 Votes
180 Views    Jonathan Poland    2018-09-25 16:19
Chuck Akre's Firm Boosts KKR, Dollar Tree Positions
Guru's largest buys of the 2nd quarter
0 Votes
82 Views    Tiziano Frateschi    2018-08-21 20:44
Chuck Akre Comments on Dollar Tree
Guru stock highlight
0 Votes
129 Views    Holly LaFon    2018-07-17 16:46
Akre Focus Fund Commentary 2nd Quarter 2018
Chuck Akre's shareholder letter
0 Votes
245 Views    Holly LaFon    2018-07-16 20:35
6 Companies Growing Earnings
LKQ Corp, F5 Networks on the list
0 Votes
110 Views    Tiziano Frateschi    2018-07-09 19:08
3 Bargains in Financial Services
They dominate private equity and they’re all undervalued
0 Votes
163 Views    Jonathan Poland    2018-06-27 16:14
Chuck Akre’s Firm Starts Position in KKR & Co.
Investment firm releases 1st-quarter portfolio
1 Votes
526 Views    Sydnee Gatewood    2018-05-25 16:48

Top Ranked Articles
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My Early Inspirations
What I learned from Tom Russo, Chuck Akre and Rob Vinall
14 Votes
292 Views    Grahamites    2018-02-12 16:20
Humble Attempt to Trumpet a Misjudgment
A reflection on what went wrong and what I could have done better with an investment
8 Votes
842 Views    Grahamites    2016-12-14 16:44
The Guru Who Hunts for 'Compounding Machines'
Chuck Akre thinks companies should produce more than just above-average returns—he also wants high returns on reinvested profits
8 Votes
1907 Views    Robert Abbott    2017-04-05 19:44
Chuck Akre Comments on Colfax
Guru stock highlight
5 Votes
798 Views    Holly LaFon    2016-04-25 16:11
GuruFocus Value Conference Was a Success!
Photos from the 2018 conference in Omaha
5 Votes
1189 Views    Sydnee Gatewood    2018-05-07 19:34
Discount Retailer Ross Stores Proves to Be a Recession-Proof Business
4 Votes
887 Views    Patricio Kehoe    2014-03-13 21:58
How Chuck Akre Beat the Market in 2015 and How He Is Positioned for 2016
Akre's concentrated portfolio went up in a tough year
4 Votes
2813 Views    Holly LaFon    2016-01-29 19:46
23 Questions With François Rochon of Giverny Capital
'Well it is easier to know when you are right than when you are wrong. I want to be patient but not stubborn'
4 Votes
2195 Views    PJ Pahygiannis    2016-12-21 21:58
Outdoor Advertising in the Midsize Market: A Profitable Business
2 Votes
612 Views    Patricio Kehoe    2014-03-07 15:26
Chuck Akre Comments on Markel Corp.
2 Votes
707 Views    Holly LaFon    2014-03-25 16:09