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Chuck Akre

Chuck Akre
13F

Akre Capital Management, LLC
Last update 2022-05-13 22 Stocks (0 new)
Value $14.66 Bil Turnover 0 %
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 Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
SBAC
SBA Communications Corp2022-03-31Sold Out
-3.36%
290.82 ($323.91) 379.87
$317.23
-2.06%
Sold Out
0
DLTR
Dollar Tree Inc2022-03-31Reduce
-2.05%
126.23 ($141.3) 160.32
$156.25
10.58%
Reduce -98.78%
32,427
ALRM
Alarm.com Holdings Inc2022-03-31Reduce
-0.48%
62.74 ($70.86) 84.68
$61.32
-13.46%
Reduce -51.03%
968,939
ADBE
Adobe Inc2022-03-31Add
+0.11%
411.5 ($481.12) 564.37
$368.50
-23.41%
Add 2.42%
1,567,090
MCO
Moody's Corporation2022-03-31Add
+0.09%
301.31 ($336.35) 386.27
$271.94
-19.15%
Add 0.69%
5,659,712
KKR
KKR & Co Inc2022-03-31Add
+0.05%
50.85 ($62.99) 74.31
$47.35
-24.83%
Add 0.91%
14,865,320
CRM
Salesforce Inc2022-03-31Add
+0.05%
190.54 ($215.18) 255.46
$170.61
-20.71%
Add 1.33%
2,837,210
CSGP
CoStar Group Inc2022-03-31Reduce
-0.04%
53.27 ($66.5) 78.84
$60.21
-9.46%
Reduce -0.98%
9,668,180
KMX
CarMax Inc2022-03-31Add
+0.03%
96.48 ($107.63) 127.01
$93.57
-13.06%
Add 0.68%
7,339,952
AMT
American Tower Corp2022-03-31Reduce
-0.02%
226.87 ($243.87) 286.38
$253.16
3.81%
Reduce -0.15%
6,998,377
MA
Mastercard Inc2022-03-31Reduce
-0.01%
312.92 ($359.86) 396.75
$322.59
-10.36%
Reduce -0.1%
5,855,151
ORLY
O'Reilly Automotive Inc2022-03-31Reduce
-0.01%
630.82 ($670.23) 703.36
$637.13
-4.94%
Reduce -0.14%
1,577,141
ROP
Roper Technologies Inc2022-03-31Reduce
-0.01%
423.48 ($449.76) 478.32
$393.55
-12.50%
Reduce -0.14%
1,660,730
BRK.B
Berkshire Hathaway Inc2022-03-31Reduce
0%
300.79 ($323.34) 359.57
$273.49
-15.42%
Reduce -6.23%
16,414
VRSK
Verisk Analytics Inc2022-03-31Reduce
0%
177.34 ($197.06) 221.73
$171.32
-13.06%
Reduce -0.03%
2,444,286
SBAC
SBA Communications Corp2021-12-31Reduce
-0.78%
323.4 ($351.84) 389.02
$317.23
-9.84%
Reduce -19.84%
1,547,180
DLTR
Dollar Tree Inc2021-12-31Reduce
-0.55%
97.11 ($122.44) 146.61
$156.25
27.61%
Reduce -25.95%
2,652,191
OLLI
Ollie's Bargain Outlet Holdings Inc2021-12-31Sold Out
-0.19%
46.21 ($60.81) 73.43
$60.32
-0.81%
Sold Out
0
KMX
CarMax Inc2021-12-31Add
+0.13%
122.54 ($140.13) 154.85
$93.57
-33.23%
Add 2.55%
7,290,172
MA
Mastercard Inc2021-12-31Add
+0.01%
306.28 ($345.75) 369.56
$322.59
-6.70%
Add 0.05%
5,861,191
MCO
Moody's Corporation2021-12-31Add
0%
349.73 ($386.38) 406.69
$271.94
-29.62%
Add 0.02%
5,621,097
BAM
Brookfield Asset Management Inc2021-12-31Add
0%
53.79 ($58.78) 61.85
$44.69
-23.97%
Add 0.01%
13,127,979
ADBE
Adobe Inc2021-12-31Add
0%
549.77 ($625.62) 688.37
$368.50
-41.10%
Add 0.01%
1,530,090
CSGP
CoStar Group Inc2021-12-31Add
0%
75.23 ($83.73) 99.74
$60.21
-28.09%
Add 0.01%
9,764,350
AMT
American Tower Corp2021-12-31Add
0%
257.53 ($273.26) 292.5
$253.16
-7.36%
Add 0.02%
7,009,097
VRSK
Verisk Analytics Inc2021-12-31Add
0%
198.81 ($218.74) 230.03
$171.32
-21.68%
Add 0.03%
2,445,001
ORLY
O'Reilly Automotive Inc2021-12-31Add
0%
598.28 ($650.29) 708.14
$637.13
-2.02%
Add 0.04%
1,579,281
ROP
Roper Technologies Inc2021-12-31Add
0%
445.49 ($476.58) 498.43
$393.55
-17.42%
Add 0.03%
1,663,070
MKL
Markel Corp2021-09-30Sold Out
-0.10%
1184 ($1233.06) 1282.99
$1,285.93
4.29%
Sold Out
0
BAMR
Brookfield Asset Management Reinsurance Partners L2021-09-30Sold Out
-0.03%
48.33 ($56.53) 62.58
$44.84
-20.68%
Sold Out
0
BAM
Brookfield Asset Management Inc2021-09-30Add
+0.03%
47.88 ($54.17) 57.38
$44.69
-17.50%
Add 0.67%
13,127,268
MA
Mastercard Inc2021-09-30Reduce
-0.02%
337.38 ($363.45) 393.26
$322.59
-11.24%
Reduce -0.14%
5,858,416
AMT
American Tower Corp2021-09-30Reduce
-0.01%
265.41 ($285.13) 303.62
$253.16
-11.21%
Reduce -0.12%
7,007,787
ROP
Roper Technologies Inc2021-09-30Reduce
-0.01%
446.13 ($479.11) 496.63
$393.55
-17.86%
Reduce -0.15%
1,662,585
ORLY
O'Reilly Automotive Inc2021-09-30Reduce
-0.01%
575.38 ($599.88) 626.33
$637.13
6.21%
Reduce -0.18%
1,578,707
MCO
Moody's Corporation2021-09-30Reduce
-0.01%
355.11 ($376.82) 386.84
$271.94
-27.83%
Reduce -0.09%
5,620,036
DLTR
Dollar Tree Inc2021-09-30Reduce
0%
84.54 ($96.18) 106.32
$156.25
62.45%
Reduce -0.17%
3,581,673
ADBE
Adobe Inc2021-09-30Reduce
0%
575.72 ($629.42) 666.59
$368.50
-41.45%
Reduce -0.01%
1,529,985
VRSK
Verisk Analytics Inc2021-09-30Reduce
0%
176.8 ($193.66) 208.97
$171.32
-11.54%
Reduce -0.11%
2,444,255
CSGP
CoStar Group Inc2021-09-30Reduce
0%
80.97 ($86.4) 90.15
$60.21
-30.31%
Reduce -0.05%
9,763,000
KKR
KKR & Co Inc2021-09-30Reduce
0%
57.37 ($62.78) 67.58
$47.35
-24.58%
Reduce -0.02%
14,730,028
BRK.B
Berkshire Hathaway Inc2021-09-30Reduce
0%
272.66 ($280.85) 291.28
$273.49
-2.62%
Reduce -2.48%
17,504
KMX
CarMax Inc2021-09-30Reduce
0%
124.24 ($133) 146.45
$93.57
-29.65%
Reduce -0.06%
7,109,082
CRM
Salesforce Inc2021-06-30New Buy
+4.21%
210.54 ($230.13) 246.26
$170.61
-25.86%
New holding
2,800,000
LYV
Live Nation Entertainment Inc2021-06-30Sold Out
-3.15%
75.12 ($85.82) 92.6
$84
-2.12%
Sold Out
0
SBAC
SBA Communications Corp2021-06-30Reduce
-0.67%
275.69 ($299.18) 322.84
$317.23
6.03%
Reduce -15.53%
1,930,190
ROP
Roper Technologies Inc2021-06-30Reduce
-0.19%
403.34 ($441.14) 470.2
$393.55
-10.79%
Reduce -4.06%
1,665,028
GSHD
Goosehead Insurance Inc2021-06-30Add
+0.04%
82.02 ($101.91) 127.93
$47.32
-53.57%
Add 20.55%
293,366
TDUP
ThredUp Inc2021-06-30Reduce
-0.03%
14.98 ($21.66) 29.08
$2.56
-88.18%
Reduce -88.75%
22,500
ADBE
Adobe Inc2021-06-30Add
0%
472.09 ($514.21) 590.75
$368.50
-28.34%
Add 0.01%
1,530,090
ORLY
O'Reilly Automotive Inc2021-06-30Reduce
0%
507.25 ($537.14) 566.21
$637.13
18.62%
Reduce -0.02%
1,581,514
BAMR
Brookfield Asset Management Reinsurance Partners L2021-06-30Reduce
0%
0 ($36.34) 57
$44.84
23.39%
Reduce -1.49%
89,922
AMT
American Tower Corp2021-06-30Reduce
0%
239.06 ($254.4) 272.79
$253.16
-0.49%
Reduce -0.01%
7,016,262
MA
Mastercard Inc2021-06-30Reduce
0%
356.05 ($371.26) 395.65
$322.59
-13.11%
Reduce -0.01%
5,866,510
KMX
CarMax Inc2021-06-30Reduce
0%
113.16 ($123.63) 137.9
$93.57
-24.31%
Reduce -0.01%
7,113,107
KKR
KKR & Co Inc2021-06-30Reduce
0%
48.85 ($55.32) 60.76
$47.35
-14.41%
Reduce -0.01%
14,732,744
MKL
Markel Corp2021-06-30Reduce
0%
1139.62 ($1197.62) 1248.87
$1,285.93
7.37%
Reduce -0.17%
13,623
MCO
Moody's Corporation2021-06-30Reduce
0%
298.61 ($331.96) 366.34
$271.94
-18.08%
Reduce -0.01%
5,625,255
DLTR
Dollar Tree Inc2021-06-30Reduce
0%
97.5 ($108.73) 119.26
$156.25
43.70%
Reduce -0.01%
3,587,666
VRSK
Verisk Analytics Inc2021-06-30Reduce
0%
167.8 ($177.32) 188.88
$171.32
-3.38%
Reduce -0.01%
2,446,916
MKL
Markel Corp2021-03-31Reduce
-2.07%
943.6 ($1079.1) 1156.17
$1,285.93
19.17%
Reduce -95.61%
13,646
ADBE
Adobe Inc2021-03-31Add
+1.26%
421.2 ($467.93) 501.64
$368.50
-21.25%
Add 34.2%
1,529,870
ORLY
O'Reilly Automotive Inc2021-03-31Reduce
-0.79%
425.47 ($464.17) 509.13
$637.13
37.26%
Reduce -14.02%
1,581,854
DLTR
Dollar Tree Inc2021-03-31Reduce
-0.68%
98.2 ($107.46) 116.23
$156.25
45.40%
Reduce -20.73%
3,588,186
ROP
Roper Technologies Inc2021-03-31Reduce
-0.52%
371.89 ($401.28) 438.53
$393.55
-1.93%
Reduce -9.28%
1,735,458
SBAC
SBA Communications Corp2021-03-31Reduce
-0.34%
235.92 ($264.91) 282.57
$317.23
19.75%
Reduce -7.3%
2,285,126
KMX
CarMax Inc2021-03-31Reduce
-0.23%
93.3 ($121.78) 135.83
$93.57
-23.16%
Reduce -4.89%
7,113,557
AMT
American Tower Corp2021-03-31Reduce
-0.17%
198.66 ($222.76) 241.83
$253.16
13.65%
Reduce -1.59%
7,016,902
DSGX
The Descartes Systems Group Inc2021-03-31Sold Out
-0.08%
57.16 ($60.97) 64.06
$62.09
1.84%
Sold Out
0
CSGP
CoStar Group Inc2021-03-31Add
+0.06%
75.85 ($86.45) 93.98
$60.21
-30.35%
Add 1.12%
9,767,600
MA
Mastercard Inc2021-03-31Reduce
-0.03%
315.49 ($348.78) 384.38
$322.59
-7.51%
Reduce -0.22%
5,867,210
TDUP
ThredUp Inc2021-03-31New Buy
+0.03%
20 ($24.2) 31.4
$2.56
-89.42%
New holding
200,000
LAMR
Lamar Advertising Co2021-03-31Sold Out
-0.03%
79.28 ($88.06) 99.63
$88.29
0.26%
Sold Out
0
DBRG
DigitalBridge Group Inc2021-03-31Reduce
-0.01%
4.43 ($5.62) 6.97
$4.68
-16.73%
Reduce -1.87%
10,504,800
MCO
Moody's Corporation2021-03-31Reduce
-0.01%
263.04 ($281.57) 306.97
$271.94
-3.42%
Reduce -0.12%
5,625,845
BRK.A
Berkshire Hathaway Inc2021-03-31Sold Out
-0.01%
341820 ($366631) 398840
$411,050
12.12%
Sold Out
0
ALRM
Alarm.com Holdings Inc2021-03-31Reduce
0%
82.03 ($94.42) 107.69
$61.32
-35.06%
Reduce -0.16%
1,978,658
BRK.B
Berkshire Hathaway Inc2021-03-31Reduce
0%
227.36 ($242.84) 263.99
$273.49
12.62%
Reduce -3.57%
17,949
KKR
KKR & Co Inc2021-03-31Add
0%
37.56 ($44.8) 49.35
$47.35
5.69%
Add 0.05%
14,733,824
VRSK
Verisk Analytics Inc2021-03-31Reduce
0%
161.65 ($183.25) 202.88
$171.32
-6.51%
Reduce -0.13%
2,447,186
V
Visa Inc2021-03-31Add
0%
193.25 ($210.49) 226.15
$199.50
-5.22%
Add 0.04%
5,244,738
PRMW
Primo Water Corp2021-03-31Sold Out
0%
14.29 ($16.09) 17.48
$13.46
-16.35%
Sold Out
0
TTD
The Trade Desk Inc2021-03-31Sold Out
0%
61.26 ($77.43) 90.34
$43.34
-44.03%
Sold Out
0
MKL
Markel Corp2020-12-31Reduce
-1.12%
932.8 ($997.31) 1068.74
$1,285.93
28.94%
Reduce -34.5%
310,600
AMT
American Tower Corp2020-12-31Add
+0.15%
216.72 ($232.32) 246.38
$253.16
8.97%
Add 1.38%
7,130,558
BAM
Brookfield Asset Management Inc2020-12-31Reduce
-0.12%
29.78 ($37.46) 43.04
$44.69
19.30%
Reduce -3.69%
13,040,575
PRMW
Primo Water Corp2020-12-31Reduce
-0.06%
12.53 ($14.74) 16.18
$13.46
-8.68%
Reduce -94.69%
29,899
CSGP
CoStar Group Inc2020-12-31Add
+0.04%
79.34 ($87.7) 93.95
$60.21
-31.35%
Add 0.75%
9,659,610
DLTR
Dollar Tree Inc2020-12-31Reduce
0%
88.68 ($100.56) 113.05
$156.25
55.37%
Reduce -0.05%
4,526,552
ORLY
O'Reilly Automotive Inc2020-12-31Reduce
0%
436.33 ($452.62) 469.5
$637.13
40.76%
Reduce -0.04%
1,839,744
KKR
KKR & Co Inc2020-12-31Reduce
0%
34.15 ($37.83) 40.49
$47.35
25.17%
Reduce -0.01%
14,726,448
V
Visa Inc2020-12-31Reduce
0%
180.87 ($204.66) 218.73
$199.50
-2.52%
Reduce -0.02%
5,242,558
MCO
Moody's Corporation2020-12-31Reduce
0%
261.86 ($279.45) 295.18
$271.94
-2.69%
Reduce -0.03%
5,632,705
ROP
Roper Technologies Inc2020-12-31Reduce
0%
367.5 ($410.96) 433.89
$393.55
-4.24%
Reduce -0.03%
1,913,007
MA
Mastercard Inc2020-12-31Reduce
0%
288.64 ($332.5) 356.94
$322.59
-2.98%
Reduce -0.02%
5,880,205
KMX
CarMax Inc2020-12-31Reduce
0%
86.44 ($93.78) 100.46
$93.57
-0.22%
Reduce -0.01%
7,479,242
ROP
Roper Technologies Inc2020-09-30Add
+0.50%
386.25 ($415.55) 453.18
$393.55
-5.29%
Add 10.31%
1,913,645
BAM
Brookfield Asset Management Inc2020-09-30Add
+0.48%
31.76 ($33.38) 34.86
$44.69
33.88%
Add 17.72%
13,540,575
KMX
CarMax Inc2020-09-30Reduce
-0.45%
86.23 ($99.81) 108.8
$93.57
-6.25%
Reduce -8.26%
7,480,147
DBRG
DigitalBridge Group Inc2020-09-30Add
+0.18%
1.8 ($2.43) 2.89
$4.68
92.59%
Add 613.65%
10,704,800
100/Page
Total 1046