Chuck Akre Portfolio Snapshot: March 2026 Top Holdings & Significant Share Changes
Akre Capital Management's portfolio as of March 31, 2026, shows substantial reductions in Financial Services holdings while favoring Technology and Real Estate stocks.
As of March 31, 2026, Chuck Akre's portfolio at Akre Capital Management, valued at approximately $6.11 billion, reflects significant shifts in top holdings. The portfolio is heavily concentrated in Financial Services, with MASTERCARD (MA), BROOKFIELD CORP (BN), KKR & CO (KKR), MOODYS CORP (MCO), and VISA INC (V) collectively accounting for nearly 64% of the assets.
Most of these Financial Services holdings saw substantial reductions during the period. Akre sold shares in MASTERCARD (MA), reducing his position by 24.1% to 2.28 million shares, and similarly decreased his stake in BROOKFIELD CORP (BN) by 36.57%. Reductions were also noted in KKR & CO (KKR) (-17.12%) and MOODYS CORP (MCO) (-28.19%). VISA INC (V) experienced the steepest reduction, with a 38.77% decrease in shares.
In contrast, Akre increased his positions in Technology and Real Estate sectors. He added shares to ROPER TECHNOLOGIES INC (ROP), increasing his stake by 13.76%, and COSTAR GROUP INC (CSGP) by 7.59%. FAIR ISAAC CORP (FICO) also saw a significant increase of 31.11% in his position during the period.
For detailed insights into Akre's investment strategy and performance, visit his profile at https://www.insiderset.com/investor/chuck-akre-akre-capital-management. You can explore each stock's performance and details at MA, BN, KKR, MCO, V, ROP, CSGP, and FICO.