C

Chuck Akre

Akre Capital Management

growth
Portfolio Value $9.12B
Holdings 19
Quarter Q1 2026
Filing Date Feb 12, 2026
1yr Return -7.4%
3yr Return +35.7%
Sector Allocation
Financial Services64.0%Consumer Cyclical12.0%Technology10.5%Real Estate7.6%Industrials3.4%2.2%
Stock 19 % of Portfolio i Weight of this holding as a percentage of the total portfolio Value i Total dollar value of the position (shares x price) Shares i Number of shares held Reported Price i Price per share as reported in the SEC filing Recent Activity i Activity in the most recent 13F filing with percentage change Current Price within 52W Range i Current stock price positioned within the 52-week high/low range +/- Reported Price i Percentage change from the filing reported price to the current price. Green = gain, Red = loss
MA MASTERCARD INCORPORATED 18.81% $1.72B 3,005,280 $570.88 Reduce 4.76%
$493.44
$477.16 $597.27
-13.57%
BN Brookfield Corp. 13.51% $1.23B 26,843,633 $45.89 Add 39.69%
$40.89
$29.62 $49.08
-10.90%
NAN Pool 11.33% $1.03B 8,106,049 $127.48 Reduce 6.97%
$11.27
$10.13 $11.59
-91.16%
V Visa 10.29% $938.72M 2,676,628 $350.71 Reduce 9.99%
$300.80
$295.52 $371.15
-14.23%
MCO MOODYS CORP 9.72% $886.44M 1,735,231 $510.85 Reduce 18.11%
$440.79
$393.59 $538.45
-13.71%
CSGP COSTAR GROUP INC 7.09% $646.70M 9,617,805 $67.24 Add 3.35%
$39.95
$39.63 $96.83
-40.59%
ORLY O'Reilly Automotive 6.72% $612.91M 6,719,819 $91.21 Reduce 21.98%
$91.42
$87.30 $107.82
+0.23%
ROP Roper Technologies 5.39% $491.94M 1,105,153 $445.13 Reduce 4.45%
$357.88
$315.53 $579.88
-19.60%
ABNB AIRBNB INC 5.17% $471.39M 3,473,243 $135.72
$124.95
$105.69 $142.16
-7.94%
FICO Fair Isaac & Co. 5.14% $469.05M 277,445 $1,690.62 Add 6.36%
$1,090
$995.00 $2,206
-35.54%
CPRT Copart 3.38% $308.03M 7,867,967 $39.15 Add 85.71%
$33.40
$32.43 $63.84
-14.69%
CCCS CCC Intel Solutions 2.16% $197.45M 24,836,984 $7.95 Add 52.65% -100.00%
AMT American Tower 0.49% $44.82M 255,267 $175.57 Reduce 42.36%
$173.73
$167.27 $228.10
-1.05%
GSHD GOOSEHEAD INS INC 0.30% $27.33M 371,096 $73.65 Add 1.36%
$42.44
$41.10 $120.87
-42.38%
SOPH SOPHIA GENETICS SA 0.19% $17.37M 3,719,140 $4.67
$5.04
$2.66 $5.52
+7.93%
DHR Danaher 0.17% $15.91M 69,516 $228.91 Reduce 92.05%
$191.12
$173.44 $241.54
-16.51%
BRK-B BERKSHIRE HATHAWAY INC DEL 0.07% $5.98M 11,902 $502.60 Reduce 14.89%
$477.35
$459.11 $539.80
-5.02%
KMX CarMax, Inc. 0.06% $5.82M 150,600 $38.64
$41.23
$30.88 $80.06
+6.71%
VRSK Verisk Analytics 0.00% $0 0 $0.00 Sold
$185.08
$169.04 $318.85

News about Chuck Akre's top holdings

Frequently Asked Questions

What stocks does Chuck Akre own in 2026?

As of Q1 2026, Chuck Akre's Akre Capital Management holds 19 stocks worth $9.12B. The largest position is MA. Data from SEC 13F filing dated 2026-02-13 00:00:00.000Z.

What did Chuck Akre buy and sell recently?

View the Activity tab above to see which positions Chuck Akre added, increased, decreased, or sold in Q1 2026. The activity data comes from comparing consecutive 13F filings.

What is Chuck Akre's top stock holding?

The largest position is MA. Chuck Akre's Akre Capital Management holds 19 total positions worth $9.12B. Visit the holdings table above to see the complete portfolio ranked by position size.

What sectors does Chuck Akre invest in?

Chuck Akre's portfolio of 19 stocks is diversified across multiple sectors. The portfolio is most concentrated in the Financial Services sector. The sector chart above shows the full allocation breakdown by portfolio value.

What is Chuck Akre's investment strategy?

Chuck Akre manages Akre Capital Management using a growth investment approach. The portfolio currently holds 19 positions with total assets of $9.12B. The portfolio is most concentrated in the Financial Services sector.

What is Chuck Akre's portfolio worth in 2026?

Chuck Akre's Akre Capital Management manages $9.12B in disclosed 13F holdings across 19 positions as of Q1 2026. This represents the total market value of equity positions reported to the SEC.

How often does Chuck Akre update portfolio holdings?

Chuck Akre's Akre Capital Management files 13F reports with the SEC quarterly. The most recent filing is dated 2026-02-13 00:00:00.000Z, covering holdings as of Q1 2026. New data appears within 24 hours of each filing.

How do I track Chuck Akre's portfolio changes over time?

Use the Activity tab to compare Chuck Akre's holdings across quarters. You can see new positions, additions, reductions, and exits for each quarter going back multiple years. The data comes from Akre Capital Management's SEC 13F filings.