Chuck Akre Top Holdings Analysis: Portfolio Focus on Financial Services with Strategic Share Changes

As of March 31, 2026, Chuck Akre's portfolio at Akre Capital Management totals approximately $6.11 billion, with a strategic focus on Financial Services holdings. His top ten positions represent a significant portion of his assets, with most showing substantial share reductions from the previous period, indicating a deliberate rebalancing strategy.

Akre's portfolio is heavily concentrated in the Financial Services sector, with Mastercard (MA), Brookfield Corp (BN), KKR & Co. L P Del (KKR), Moody's Corp (MCO), and Visa (V) leading the allocation. Collectively, these five companies account for nearly 65% of his disclosed holdings, showcasing a clear sector bias.

The Financial Services group includes Mastercard, which holds an 18.64% allocation and saw an 24.1% reduction in shares. Similarly, Brookfield Corp experienced a 36.57% share decline, while KKR & Co. L P Del and Moody's Corp saw reductions of 17.12% and 28.19% respectively. Visa, another major holding, also reported significant share reduction of 38.77%.

Visa (V) maintains an 8.1% allocation despite the substantial share decrease, followed by Roper Technologies (ROP) at 7.27% with a notable 13.76% share increase. Akre also holds a significant position in Costar Group (CSGP) at 6.83% allocation, which saw a modest 7.59% share increase.

Other key holdings include Fair Isaac Corp (FICO) at 6.35%, O'Reilly Automotive (ORLY) at 5.87%, and Copart Inc. (CPRT) at 4.34%. The portfolio demonstrates Akre's selective approach, favoring established names in key sectors while strategically adjusting positions.

For detailed insights into Chuck Akre's investment approach and complete disclosure history, visit insiderset.com/investor/chuck-akre-akre-capital-management. You can explore each stock's performance and profile by visiting their respective pages on insiderset.com/investors/stocks.