Chuck Akre – Akre Capital Management Options Positions & Derivatives (Jun 30, 2025)
As of Jun 30, 2025, the Akre Capital Management portfolio disclosed options positions in its latest SEC 13F filing reported on Aug 14, 2025. These filings include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.
The reported options activity included 15 call contracts and 0 put contracts across companies such as Mastercard Incorporated (MA), Alphabet Inc. (GOOG), American Tower Corporation (REI (AMT). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Akre Capital Management Options Activity
| Date | Symbol | Option | Quantity |
|---|---|---|---|
| Q3 2023 | MA Mastercard Incorporated | CALL | 10,000 |
| Q2 2023 | MA Mastercard Incorporated | CALL | 10,000 |
| Q1 2023 | GOOG Alphabet Inc. | CALL | 100,000 |
| Q1 2023 | MA Mastercard Incorporated | CALL | 10,000 |
| Q4 2022 | GOOG Alphabet Inc. | CALL | 100,000 |
| Q4 2022 | MA Mastercard Incorporated | CALL | 10,000 |
| Q3 2022 | GOOG Alphabet Inc. | CALL | 100,000 |
| Q3 2022 | MA Mastercard Incorporated | CALL | 10,000 |
| Q2 2022 | GOOG Alphabet Inc. | CALL | 5,000 |
| Q2 2022 | MA Mastercard Incorporated | CALL | 10,000 |
| Q1 2022 | MA Mastercard Incorporated | CALL | 10,000 |
| Q4 2021 | AMT American Tower Corporation (REI | CALL | 6,500 |
| Q4 2021 | MA Mastercard Incorporated | CALL | 10,000 |
| Q3 2021 | AMT American Tower Corporation (REI | CALL | 6,500 |
| Q3 2021 | MA Mastercard Incorporated | CALL | 10,000 |