Chuck Akre

Chuck Akre

Last Update: 02-14-2018

Number of Stocks: 24
Number of New Stocks: 0

Total Value: $7,227 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Chuck Akre's Portfolio

This page shows the Portfolio Holdings of Chuck Akre at Akre Capital Management, LLC. It tells us what Chuck Akre holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2017-12-31
Number of Stocks: 24
Total value: 7,227 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 46.1% 46.1%
Communication Services 19.5% 19.5%
Consumer Cyclical 12.7% 12.7%
Industrials 9.2% 9.2%
Consumer Defensive 7.5% 7.5%
Technology 2.9% 2.9%
Healthcare 2.1% 2.1%
Real Estate 0.1% 0.1%
ETF, options, preferred 0% 0%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
PRMW Primo Water CorpBeverages - Non-Alcoholic3531,913,22024,0490.33%+12.16%+0.04%6.20-7.57%-8.75%
ALRM Holdings IncApplication Software1,783466,69817,6180.24%+16.67%+0.03%0.99+4.82%+3.15%
MCO Moody's CorporationBrokers & Exchanges30,2915,686,967839,45311.62%+0.05%+0.01%2.98+9.77%+9.31%
MA Mastercard IncCredit Services180,7235,329,057806,60611.16%+0.07%+0.01%0.51+16.52%+16.13%
MKL Markel CorpInsurance - Property & Casualty16,000513,923585,4258.1%+0.11%+0.01%3.70+2.57%+1.45%
AMT American Tower CorpCommunication Services62,7206,792,187969,04113.41%+0.02%01.54+2.17%+0.24%
V Visa IncCredit Services272,0144,889,020557,4467.71%000.22+6.66%+5.42%
DLTR Dollar Tree IncRetail - Defensive21,8284,840,619519,4477.19%+0.06%02.04-14.54%-12.83%
ORLY O'Reilly Automotive IncRetail - Apparel & Specialty20,0341,894,595455,7266.31%+0.05%02.26-0.55%+0.26%
ROP Roper Technologies IncIndustrial Products28,2741,555,441402,8595.57%+0.07%01.51+8.38%+8.60%
SBAC SBA Communications CorpCommunication Services19,6752,465,000402,6825.57%002.12+5.74%+3.70%
KMX CarMax IncAutos10,7355,153,910330,5204.57%-0.01%02.85-8.02%-6.44%
ESGR Enstar Group LtdInsurance4,0021,446,996290,4844.02%+0.12%07.45+0.26%+5.21%
VRSK Verisk Analytics IncBusiness Services16,8502,580,065247,6863.43%-0.03%01.56+9.08%+8.32%
UBNT Ubiquiti Networks IncCommunication Equipment5,2942,680,000190,3342.63%003.45+2.54%-1.17%
DHR Danaher CorpMedical Diagnostics & Research66,9321,655,300153,6452.13%000.24+4.46%+5.03%
AMTD TD Ameritrade Holding CorpBrokers & Exchanges32,2102,967,500151,7282.1%000.52+12.86%+14.67%
LKQ LKQ CorpAutos11,5093,150,000128,1101.77%001.02-7.13%-6.79%
BRK.B Berkshire Hathaway IncInsurance475,261288,13757,1150.79%+0.26%00.01-0.15%-0.30%
AMTpB.PFD American Tower CorpCommunication Services0313,78239,4580.55%-0.21%00.00-10.12%-6.48%
Premium Portfolio changes after 2017-12-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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