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Tiziano Frateschi
Tiziano Frateschi
Articles (2511)  | Author's Website |

Chuck Akre Buys Moody, Visa, Mastercard

An overview of the guru's largest 1st-quarter purchases

Chuck Akre (Trades, Portfolio) is the founder of Akre Capital Management LLC. He manages a portfolio composed of 31 stocks with a total value of $6.083 billion. During the first quarter the guru bought shares in the following stocks:

The position of Moody's Corp. (MCO) was raised by 21.87% with an impact of 1.88% on the portfolio.

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The company provides credit ratings, credits and economic-related research, data and analytical tools, software solutions and related risk management services, quantitative credit risk measures, financial services training and certification services.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The return on assets (ROA) of 8.25% and return on capital (ROC) of 272.81% are outperforming 76% of the companies in the Global Capital Markets industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 0.56.

The largest shareholder among the guru is Warren Buffett (Trades, Portfolio) with 12.9% of outstanding shares followed by Akre with 2.97%, Bill Nygren (Trades, Portfolio) with 0.52%, Jim Simons (Trades, Portfolio) with 0.38%, Tom Gayner (Trades, Portfolio) with 0.15%, Steven Cohen (Trades, Portfolio) with 0.12% and Chris Davis (Trades, Portfolio) with 0.11%.

The guru increased his shares of Visa Inc. Class A (V) by 34.98% with an impact of 1.85% on the portfolio.

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It is a payments technology company that connects consumers, businesses, banks and governments in more than 200 countries and territories to fast, secure and reliable electronic payments. The company operates a processing networks VisaNet.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 15.39% and the ROA of 7.84% are outperforming 82% of the companies in the Global Credit Services industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.50 is below the industry median of 8.43.

Frank Sands (Trades, Portfolio) is the largest shareholder among the gurus with 1.29% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.66%, Buffett with 0.46%, Spiros Segalas (Trades, Portfolio) with 0.39%, Steve Mandel (Trades, Portfolio) with 0.27% and PRIMECAP Management (Trades, Portfolio) with 0.25%.

The investor increased his holding of Mastercard Inc. Class A (MA) by 13.35%. The trade had an impact of 1.16% on the portfolio.

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It is a technology company in the payments industry. The company connects consumers, financial institutions, merchants, governments and businesses, enabling them to use electronic forms of payment instead of cash and checks.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 72.58% and the ROA of 24.10% are outperforming 96% of the companies in the Global Credit Services industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 1.47 is below the industry median of 8.43.

Tom Russo (Trades, Portfolio) is the largest shareholder among the gurus with 0.89% of outstanding shares followed by Segalas with 0.7%, Simons with 0.49%, Buffett with 0.46%, Ruane Cunniff (Trades, Portfolio) with 0.45% and Pioneer Investments (Trades, Portfolio) with 0.39%.

Monro Muffler Brake Inc. (MNRO)’s position was raised by 4.93% impacting the portfolio by 0.06%.

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The company provides automotive undercar repair and tire services in the U.S. It provides a broad range of services on passenger cars, light trucks and vans for brakes, mufflers and exhaust systems and steering among others.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 10.89% and the ROA of 5.54% are outperforming 57% of the companies in the Global Auto Parts industry. Financial strength has a rating of 6 out of 10 with a cash-debt ratio of 0.02 that is below the industry median of 0.73%.

Another notable shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 2.4% of outstanding shares followed by Mariko Gordon (Trades, Portfolio) with 2.25%, Columbia Wanger (Trades, Portfolio) with 1.75%, Manning & Napier Advisors Inc. with 0.3%, Mario Gabelli (Trades, Portfolio) with 0.19% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.

The guru’s stake of Dollar Tree Inc. (DLTR) was raised by 0.22% with an impact of 0.01% on the portfolio.

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The company operates discount retail stores in the U.S. and Canada under the names of Dollar Tree, Family Dollar and Dollar Tree Canada.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 16.89% and the ROA of 5.38% are outperforming 70% of the companies in the Global Discount Stores industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 0.18 that is below the industry median of 0.53.

Mandel is the largest shareholder among the gurus with 2.76% of outstanding shares followed by Lee Ainslie (Trades, Portfolio) with 1.84%, Akre with 1.77%, Cohen with 0.68%, Simons with 0.35% and Alan Fournier (Trades, Portfolio) with 0.22%.

Akre raised his shares of O'Reilly Automotive Inc. (ORLY) by 0.14% with an impact of 0.01% on the portfolio.

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The company acts as a seller of aftermarket automotive parts, tools and accessories, serving professional and do-it-yourself customers in the U.S.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 61.03% and the ROA of 14.32% are outperforming 91% of the companies in the Global Specialty Retail industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.01 is below the industry median of 0.98.

The largest shareholder among the gurus is Ruane Cunniff with 1.93% of outstanding shares followed by Segalas with 1.7%, Pioneer Investments with 0.62%, Simons with 0.56% and Ainslie with 0.56%.

The guru increased his position of Roper Technologies Inc. (ROP) by 0.18% with an impact of 0.01% on the portfolio.

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The company designs and develops software-as-a-service and licensed and engineered products and solutions for health care, transportation, food, energy, water, education and academic research markets.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 11.69% and the ROA of 5.59% are outperforming 67% of the companies in the Global Diversified Industrials industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.13 is below the industry median 1.12.

Simons is another notable shareholder among the gurus with 0.36% of outstanding shares followed by Ron Baron (Trades, Portfolio) with 0.25%, Pioneer Investments with 0.06%, Gabelli with 0.06% and Jeremy Grantham (Trades, Portfolio) with 0.05%.

The investor's holding of Verisk Analytics Inc. (VRSK) was raised by 0.23%. The trade had an impact of 0.01% on the portfolio.

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It is a provider of data analytics in insurance, natural resources and financial services. It offers predictive analytics and decision support solutions to clients in rating, underwriting, claims, catastrophe, weather risk, etc.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 43.80% and ROA of 12.52% are outperforming 85% of the companies in the Global Business Services industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.07 is below the industry median of 1.28.

Another notable shareholder among the gurus is Baron with 1.43% of outstanding shares followed by David Rolfe (Trades, Portfolio) with 1.24%, Buffett with 0.95%, Simons with 0.31% and Pioneer Investments with 0.08%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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