Chuck Akre - Akre Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 13, 2025 | |
| Total Stocks | 18 | |
| Portfolio Value | $10.40B |
Portfolio Overview
Comprehensive analysis of Chuck Akre's investment portfolio
17
Total Holdings
$10.4B
Portfolio Value
Financial Services
Top Sector
6
Sectors
Investment Strategy Insights
- • Chuck Akre maintains a diversified portfolio across 6 sectors
- • Top 5 holdings represent 60.9% of the portfolio
- • Largest position: MASTERCARD INCORPORATED (MA) at 17.6%
Trends by sector
Investment Adjustments from Previous Filing
Akre Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| MA MASTERCARD INCORPORATED | 17.56% | $1,825,829,377 |
| ORLY OREILLY AUTOMOTIVE INC | 11.90% | $1,237,620,188 |
| MCO MOODYS CORP | 10.90% | $1,134,168,436 |
| V VISA INC | 10.70% | $1,112,794,610 |
| KKR KKR & CO L P DEL | 9.83% | $1,022,866,823 |
| BN BROOKFIELD CORP | 9.62% | $1,000,717,618 |
| ROP ROPER TECHNOLOGIES INC | 8.22% | $854,412,261 |
| CSGP COSTAR GROUP INC | 7.09% | $737,915,894 |
| AMT AMERICAN TOWER CORP NEW | 5.42% | $563,408,179 |
| DHR DANAHER CORPORATION | 3.50% | $363,957,000 |
| ABNB AIRBNB INC | 3.35% | $348,552,384 |
| CCCS CCC INTELLIGENT SOLUTIONS HL | 1.15% | $119,109,168 |
| GSHD GOOSEHEAD INS INC | 0.42% | $43,224,717 |
| KMX CARMAX INC | 0.15% | $15,995,028 |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 0.08% | $8,081,901 |
| VRSK VERISK ANALYTICS INC | 0.03% | $3,017,569 |
| DBRG DIGITALBRIDGE GROUP INC | 0.01% | $1,453,003 |