Chuck Akre Q1 2026 Portfolio Update: Focus on Financial Services, Tech Buys

As of March 31, 2026, Chuck Akre's portfolio at Akre Capital Management stands at $6.11 billion, reflecting strategic adjustments across various sectors. The analysis of top holdings reveals a clear focus on reducing exposure in the Financial Services sector while increasing positions in Technology and Real Estate.

Financial Services holdings saw notable reductions during the quarter. Akre Capital Management decreased its stake in Mastercard (MA) by 24.1%, Brookfield Corp (BN) by 36.57%, KKR & Co. L P Del (KKR) by 17.12%, Moody's Corp (MCO) by 28.19%, and Visa (V) by 38.77%. These significant decreases suggest a deliberate shift away from this sector.

In contrast, Technology saw net increases. Roper Technologies (ROP) experienced a 13.76% increase in shares, while Fair Isaac Corp (FICO) saw its stake grow by 31.11%. This indicates a strategic allocation towards companies within the Technology sector.

Real Estate also showed positive movement, with Costar Group (CSGP) increasing its allocation by 7.59%. Akre Capital Management also initiated a new position in Consumer Cyclical with O'Reilly Automotive (ORLY), allocating 5.87% of the portfolio, following a share increase. The company also added to its Industrials position with Copart (CPRT), increasing its stake by a modest 1.66%.

While the disclosed data focuses on these top holdings, it's important to note that other activities may exist outside these specific positions. For a complete picture, please refer to the full filing.

For more detailed information on Chuck Akre's investment strategy and performance, visit Akre Capital Management's profile. To explore the specific companies discussed, including Mastercard (MA), Brookfield Corp (BN), KKR (KKR), Moody's (MCO), Visa (V), Roper Technologies (ROP), Costar Group (CSGP), Fair Isaac (FICO), O'Reilly Automotive (ORLY), and Copart (CPRT), please visit their respective profiles on Insiderset.