Chuck Akre

Chuck Akre

Last Update: 08-14-2018

Number of Stocks: 23
Number of New Stocks: 0

Total Value: $7,916 Mil
Q/Q Turnover: 2%

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

Chuck Akre' s Profile & Performance

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.

Web Page:http://www.akrecapital.com/

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.

Total Holding History

Performance of Akre Capital Private Asset Man

YearReturn (%)S&P500 (%)Excess Gain (%)
201111.531.99.6
201018.515.053.4
200937.5426.3511.2
3-Year Cumulative81.8 (22%/year)48.1 (14%/year)33.7 (8%/year)
2008-42.92-36.79-6.1
20076.535.141.4
5-Year Cumulative10.5 (2%/year)-1.6 (-0.3%/year)12.1 (2.3%/year)
200625.3815.859.5
20055.094.830.3
200446.0210.735.3
200340.2628.1912.1
2002-3.49-21.5818.1
10-Year Cumulative187.9 (11.2%/year)33 (2.9%/year)154.9 (8.3%/year)
20012.4-11.7614.2
20005.57-9.7515.3
19992.3820.4-18.0
199827.1428.7-1.6
199730.0533.47-3.4
15-Year Cumulative426.8 (11.7%/year)119.1 (5.4%/year)307.7 (6.3%/year)
199619.6922.49-2.8
199552.4738.0414.4
19942.930.42.5
19936.310.08-3.8
199214.747.627.1
20-Year Cumulative1106.9 (13.3%/year)340.7 (7.7%/year)766.2 (5.6%/year)
199138.3230.477.9
1990-6.88-3.1-3.8
19890.3331.69-31.4

Top Ranked Articles

My Early Inspirations What I learned from Tom Russo, Chuck Akre and Rob Vinall
For the past few articles I wrote about how my research process has evolved over time. Someone asked me what the inspirations were for me to make those changes. As I reflected back on my journey, I think there are a few important turning points which I’ll detail below. Read more...
GuruFocus Value Conference Was a Success! Photos from the 2018 conference in Omaha
We were very pleased to have such an amazing turnout at our 2018 GuruFocus Value Conference in Omaha this past weekend! Thank you to all those who attended as well as presented! Read more...
Chuck Akre’s Firm Starts Position in KKR & Co. Investment firm releases 1st-quarter portfolio
Akre Capital Management, the investment firm of the legendary Chuck Akre (Trades, Portfolio), disclosed it established one new position and exited another when it released its first-quarter portfolio. Read more...
Chuck Akre's Firm Boosts KKR, Dollar Tree Positions Guru's largest buys of the 2nd quarter
Akre Capital Management, which was founded by legendary investor Chuck Akre (Trades, Portfolio), bought shares of the following stocks in the second quarter. Read more...
Akre Capital Management Adds to O’Reilly in 3rd Quarter Firm reports quarterly portfolio
Chuck Akre (Trades, Portfolio)'s firm, Akre Capital Management, employs a “classic value approach” to investing. During the third quarter, the firm increased its O’Reilly Automotive Inc. (NASDAQ:ORLY) position 58.72%. Read more...
» More Chuck Akre Articles

Commentaries and Stories

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Chuck Akre's Firm Boosts KKR, Dollar Tree Positions Guru's largest buys of the 2nd quarter Chuck Akre - Chuck Akre's Firm Boosts KKR, Dollar Tree Positions
Akre Capital Management, which was founded by legendary investor Chuck Akre (Trades, Portfolio), bought shares of the following stocks in the second quarter. More...

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Chuck Akre Comments on Dollar Tree Guru stock highlight
Dollar Tree (NASDAQ:DLTR)’s share price took its second consecutive hit on a quarterly earnings release, primarily due to disappointment over Family Dollar’s sales performance. We remain confident in Dollar Tree to continue its improvement in Family Dollar and note that this is the largest integration in retail history based on the number of stores. Improvement at Family Dollar will not be linear. More...

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Akre Focus Fund Commentary 2nd Quarter 2018 Chuck Akre's shareholder letter Chuck Akre - Akre Focus Fund Commentary 2nd Quarter 2018
Our 2018 second quarter performance for the Institutional share class was +4.10% compared with S&P 500 Total Return at +3.43%. The performance for the six months ending June 30, 2018, for the Institutional share class was +8.44% vs. the S&P 500 Total Return at +2.65%. For the trailing twelve months ending June 30, 2018, performance for the Institutional share class was +27.69% compared with S&P 500 Total Return at +14.37%. More...

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6 Companies Growing Earnings LKQ Corp, F5 Networks on the list Chuck Akre,Joel Greenblatt - 6 Companies Growing Earnings
Companies growing their earnings per share are often good investments as they can return a solid profit to investors. According to the discounted cash flow calculator, the following undervalued companies have grown their earnings over a five-year period. More...

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3 Bargains in Financial Services They dominate private equity and they’re all undervalued Chuck Akre,Jeff Ubben - 3 Bargains In Financial Services
KKR, Blackstone and Carlyle were all built on stellar performance, with investment portfolios outperforming the S&P 500 over a period of decades. Now, as public vehicles, the hope was that shareholders could profit along with fund holders who are usually qualified institutional investors. If you’re looking for a solid dividend payer with long-term growth potential, each of these company’s stock are excellent trades right now. More...

PRIVATE EQUITY, FINANCIAL SERVICES, CARLYLE, BLACKSTONE, KKR, INVESTMENT MANAGEMENT


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Chuck Akre’s Firm Starts Position in KKR & Co. Investment firm releases 1st-quarter portfolio Chuck Akre - Chuck Akre’s Firm Starts Position In KKR & Co.
Akre Capital Management, the investment firm of the legendary Chuck Akre (Trades, Portfolio), disclosed it established one new position and exited another when it released its first-quarter portfolio. More...

CHUCK AKRE, AKRE CAPITAL, BUYS, SELLS, TRADES, 1Q


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Chuck Akre Buys KKR, American Tower, Ameritrade Guru's largest buys of 1st quarter Chuck Akre - Chuck Akre Buys KKR, American Tower, Ameritrade
The founder of Akre Capital Management LLC Chuck Akre (Trades, Portfolio) bought shares in the following stocks in the first quarter. More...

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GuruFocus Value Conference Was a Success! Photos from the 2018 conference in Omaha Chuck Akre, Warren Buffett - GuruFocus Value Conference Was A Success!
We were very pleased to have such an amazing turnout at our 2018 GuruFocus Value Conference in Omaha this past weekend! Thank you to all those who attended as well as presented! More...

VALUE, INVESTING, PHOTOS, OMAHA, CONFERENCE, AKRE, YACKTMAN, WARREN BUFFETT


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Chuck Akre's Akre Focus Fund Commentary First Quarter 2018 Review of holdings and markets Chuck Akre - Chuck Akre's Akre Focus Fund Commentary First Quarter 2018
Our 2018 first quarter performance for the Institutional share class was +4.18% compared with S&P 500 Total Return at -0.76%. For the trailing twelve months ending March 31, 2018, performance for the Institutional share class was +28.54% compared with S&P 500 Total Return at +13.99%. More...

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Akre Capital Management Dumps Shares of Third-Largest Railroad in US CSX Corp. faced its share of troubles last year. Guru made 35% gain on investment Chuck Akre, Joel Greenblatt, Ken Fisher, Steve Man - Akre Capital Management Dumps Shares Of Third-Largest Railroad In US
Acclaimed investor Chuck Akre (Trades, Portfolio)'s Akre Capital Management squeezed a sizeable gain from a position in CSX Corp. (NASDAQ:CSX) before a final push to dump shares of the nation’s third-largest railroad company. More...

CSX, MNRO


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O’Reilly Automotive: An Assessment for Value Investors Will it be able to address internal problems as well as soothe investors’ concerns about Amazon.com? Chuck Akre, Pioneer Investments, Ruane Cunniff - O’Reilly Automotive: An Assessment For Value Investors
O’Reilly Automotive Inc. (NASDAQ:ORLY) is a relative star at GuruFocus, boasting inclusion on the Undervalued Predictable Screener and enjoying a five-star (top) ranking for predictable earnings. More...

O'REILLY AUTOMOTIVE INC, UNDERVALUED PREDICTABLE, AMAZON, BUYBACKS, MACPHERSON MODEL, COMPETITIVE MOAT, FINANCIAL STRENGTH, PROFITABILITY, DISCOUNTED CASH FLOW, DCF, RETURN ON CAPITAL, RETURN ON TANGI


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My Early Inspirations What I learned from Tom Russo, Chuck Akre and Rob Vinall Chuck Akre - My Early Inspirations
For the past few articles I wrote about how my research process has evolved over time. Someone asked me what the inspirations were for me to make those changes. As I reflected back on my journey, I think there are a few important turning points which I’ll detail below. More...

TOM RUSSO, CHUCK AKRE


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Six Stocks That Are Beating the Market Ametek, American Tower among companies that have beated the S&P 500 over the past year Chuck Akre,Jeremy Grantham - Six Stocks That Are Beating The Market
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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Chuck Akre's Akre Focus Fund Commentary 4th Quarter 2017 Discussion of markets and holdings Chuck Akre - Chuck Akre's Akre Focus Fund Commentary 4th Quarter 2017
A year ago, we discussed our then-current posture in the market, remarking that we had not participated in the “Trump Rally” at the end of 2016. We observed that the new president was already demonstrating behavior which was generally not something the American public was accustomed to. This was naturally leading to market instability and investor uncertainty. More...

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Akre Capital Management Adds to O’Reilly in 3rd Quarter Firm reports quarterly portfolio Chuck Akre, Warren Buffett - Akre Capital Management Adds To O’Reilly In 3rd Quarter
Chuck Akre (Trades, Portfolio)'s firm, Akre Capital Management, employs a “classic value approach” to investing. During the third quarter, the firm increased its O’Reilly Automotive Inc. (NASDAQ:ORLY) position 58.72%. More...

CHUCK AKRE, WARREN BUFFETT, VALUE INVESTING CONFERENCE


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Chuck Akre Comments on O'Reilly Automotive Guru stock highlight
Speaking of retail businesses, note that O’Reilly Automotive (NASDAQ:ORLY) joined the top-10 positions at quarter end. We have owned O’Reilly since the 2009 inception of the fund. Until this year, our last substantial purchase of O’Reilly shares was in July 2012 when the company suffered a periodic slump in comp store sales. Such has been the case again in 2017, accompanied this time by pervasive investor concern about Amazon and online competitive incursion into auto parts. This Amazon narrative has weighed heavily and broadly on retail shares in 2017. During the second quarter and more so in the third, we purchased more than 1 million shares of O’Reilly, tripling the number of shares owned in what we consider a truly world-class retailer. While we never say never, especially when it comes to Amazon, we believe that auto parts generally, and O’Reilly in particular, are relatively insulated from material online disruption. More...

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Akre Focus Fund Commentary Third Quarter 2017 Discussion of holdings and market Chuck Akre - Akre Focus Fund Commentary Third Quarter 2017
Our 2017 third quarter performance for the Institutional share class was +10.02% compared with S&P 500 Total Return at +4.48%. For calendar 2017 year-to-date ending September 30, 2017, performance for the Institutional share class was +22.28% compared with S&P 500 Total Return at +14.24%. For the 1-year period ended September 30, 2017, the performance for the Institutional share class was +22.55% compared with the S&P 500 Total Return at +18.61%. More...

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7 Quality Stocks in Gurus' Portfolios High GuruFocus business predictability Chuck Akre,Jim Simons,David Carlson,Chase Coleman, - 7 Quality Stocks In Gurus' Portfolios
According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability ratings and total returns since the beginning of the year. At least five gurus are shareholders in the companies. More...

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Chuck Akre to Speak at 2018 GuruFocus Value Conference The guru seeks 'compounding machines' Chuck Akre - Chuck Akre To Speak At 2018 GuruFocus Value Conference
Renowned value investor Chuck Akre (Trades, Portfolio) founded Akre Capital Management in 1989; his team invests in “a select number of what [they] believe to be extraordinary businesses.” More...

AKRE, GURUFOCUS, CONFERENCE, 2018


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Akre Capital's Largest Buys of the 2nd Quarter O'Reilly Automotive, Dollar Tree among firm's top trades Chuck Akre - Akre Capital's Largest Buys Of The 2nd Quarter
Chuck Akre (Trades, Portfolio)'s Akre Capital Management purchased the following stocks during the second quarter. More...

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