Quarterly Portfolio Analysis: Chuck Akre's Akre Capital Management Shifts Focus Amid Q1 2026 Holdings Changes
Akre Capital Management's portfolio, valued at $6.11 billion as of March 2026, shows significant reductions in Financial Services stocks and notable increases in Technology and Real Estate sectors.
Chuck Akre, through Akre Capital Management, saw substantial adjustments in his portfolio during the first quarter of 2026. Notably, holdings in Financial Services experienced significant reductions, while some Technology and Real Estate positions saw increases.
Among the most pronounced decreases were in Financial Services stocks. Brookfield Corp (BN) led the declines with a 36.57% reduction in shares, followed by Mastercard (MA) with a 24.1% drop. Moody's Corp (MCO) and KKR & Co. L.P. DEL (KKR) also saw substantial reductions of 28.19% and 17.12%, respectively, while Visa (V) experienced an 38.77% decrease in its position.
In contrast, Technology and Real Estate sectors showed signs of growth. Tyco Electronics (ROP) saw a strong increase of 13.76% in its position, while Costar Group (CSGP) added shares at a moderate pace with a 7.59% increase. Fair Isaac Corp (FICO) also demonstrated significant growth with a 31.11% increase in its stake.
For detailed insights into Chuck Akre's investment strategy and performance, visit his profile on Insiderset: https://www.insiderset.com/investor/chuck-akre-akre-capital-management. You can also explore his stock holdings individually:
MA (Mastercard Inc.), BN (Brookfield Corp.), KKR (KKR & Co. L.P. DEL), MCO (Moody's Corp.), V (Visa Inc.), ROP (Tyco Electronics), CSGP (Costar Group Inc.), FICO (Fair Isaac Corp.), ORLY (Orrell Automotive Inc.), and CPRT (Copart Inc.).