Strategic Focus on Financial Services: Chuck Akre's Portfolio Dominated by MA and BN
Investor Chuck Akre's portfolio shows a strong emphasis on Financial Services with significant holdings in MA, BN, KKR, V, MCO, ORLY, and CSGP. The portfolio experienced notable changes, particularly in MA and ROP.
Chuck Akre's Portfolio Highlights: A Strategic Focus on Financial Services
As of 2025-09-30, Chuck Akre's portfolio demonstrates a clear strategic emphasis on the Financial Services sector. The majority of the portfolio is allocated to companies within this sector, with MA, BN, KKR, V, MCO, and ORLY representing over half of the total investment value.
- MA (Mastercard) holds the highest value at $1,794,933,423, followed closely by BN (Brookfield Corp) with $1,317,829,230. Both companies are key pillars of the portfolio.
- KKR and V also contribute significantly, with total values of $1,132,288,599 and $1,015,182,189 respectively. These holdings highlight Akre's diversification within the Financial Services sector.
- CSGP (COSTAR GROUP INC) and ORLY (OREILLY AUTOMOTIVE INC) provide exposure to Real Estate and Consumer Cyclical sectors, completing the portfolio's multi-sectoral balance.
The portfolio shows notable changes from prior periods. MA experienced a significant decline in both shares and value, indicating potential selling pressure or strategic shifts within the portfolio. BN remained relatively stable with minimal changes in both shares and value.
KKR also saw a decrease in shares and value, while V maintained its position with slight adjustments. MCO (Moodys Corp) showed moderate changes, reflecting ongoing market dynamics. ORLY demonstrated resilience with an increase in shares despite a slight decline in value, suggesting positive developments within the Consumer Cyclical sector.
ROPE TECHNOLOGIES INC (ROP) contributed to the portfolio's diversification with its Real Estate exposure, while CSGP (COSTAR GROUP INC) maintained stability in the Real Estate sector. Overall, Akre's portfolio reflects a balanced approach across Financial Services, Real Estate, and Consumer Cyclical sectors, with strategic adjustments based on market performance.
As of 2025-11-30T02:31:33.341824+00:00, Chuck Akre's portfolio continues to evolve, maintaining its focus on high-value holdings while adapting to market changes. The investor's strategy underscores a commitment to both stability and strategic diversification across key sectors.