Chuck Akre
Akre Capital Management · Founder & CIO · Net worth: ~$600M
Founded Akre Capital in 1989. His 'three-legged stool' framework is taught in business schools. Delivered ~14% CAGR for three decades by concentrating on compounders and holding forever.
Concentration profile
Balanced
MATop-5 zoneTop-10Chuck's single largest bet is MA at 18.8% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.
Recent moves
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
| Ticker | Activity | % portfolio |
|---|---|---|
| CPRT | Add 86% | 3.40% |
| CCCS | Add 53% | 2.20% |
| BN | Add 40% | 13.50% |
| FICO | Add 6% | 5.10% |
| MA | Add 4% Adding to Mastercard — long-time core. | 17.80% |
| VRSK | Sell (exit) | 0.00% |
| DHR | Reduce 92% | 0.20% |
| AMT | Reduce 42% | 0.50% |
| ORLY | Reduce 22% | 6.70% |
| MCO | Reduce 18% | 9.70% |
| BRK.B | Reduce 15% | 0.10% |
| META | Reduce 10% Trimming META exposure. | 3.10% |
| V | Reduce 10% | 10.30% |
| Ticker | Activity | % portfolio |
|---|---|---|
| FICO | Add 2751% | 3.90% |
| CPRT | Add 253% | 1.90% |
| CCCS | Add 10% | 1.50% |
| MA | Add 5% Akre core position add. | 17.40% |
| AMT | Reduce 52% | 0.80% |
| DHR | Reduce 51% | 1.70% |
| ROP | Reduce 20% | 5.80% |
| MCO | Reduce 8% | 10.10% |
| ORLY | Reduce 8% | 9.30% |
| V | Reduce 6% | 10.10% |
| Ticker | Activity | % portfolio |
|---|---|---|
| ORLY | Add 989% | 8.30% |
| CPRT | Buy (new) | 0.60% |
| FICO | Buy (new) | 0.20% |
| ABNB | Add 19% | 4.50% |
| CCCS | Add 12% | 1.40% |
| META | Add 8% Small META add — later reversed. | 3.30% |
| AMT | Reduce 65% | 2.00% |
| CARG | Reduce 27% | 0.10% |
| VRSK | Reduce 15% | 0.00% |
| BRK.B | Reduce 8% | 0.10% |
| Ticker | Activity | % portfolio |
|---|---|---|
| CCCS | Add 23% | 1.10% |
| ABNB | Add 10% | 3.40% |
| CARG | Reduce 69% | 0.20% |
| AMT | Reduce 53% | 5.40% |
| MCO | Reduce 21% | 10.90% |
| MA | Reduce 10% | 17.60% |
| VRSK | Reduce 10% | 0.00% |
| Ticker | Activity | % portfolio |
|---|---|---|
| MA | Add 5% Mastercard core add. | 17.50% |
| CARG | Reduce 49% | 0.50% |
| AMT | Reduce 9% | 8.70% |
| VRSK | Reduce 9% | 0.00% |
| MCO | Reduce 8% | 12.60% |
| Ticker | Activity | % portfolio |
|---|---|---|
| ABNB | Add 183% | 2.80% |
| CCCS | Add 37% | 1.00% |
| MA | Add 4% Mastercard core. | 17.00% |
| CARG | Reduce 40% | 0.80% |
| VRSK | Reduce 23% | 0.00% |
| MCO | Reduce 20% | 13.30% |
| Ticker | Activity | % portfolio |
|---|---|---|
| ABNB | Buy (new) | 1.20% |
| GSHD | Add 50% | 0.20% |
| CSGP | Add 21% | 5.70% |
| CCCS | Add 12% | 0.80% |
| V | Add 4% Visa add. | 14.00% |
| UBER | Sell (exit) | 0.00% |
| CARG | Reduce 21% | 1.40% |
| MA | Reduce 12% | 15.70% |
| VRSK | Reduce 7% | 0.00% |
| Ticker | Activity | % portfolio |
|---|---|---|
| MA | Add 3% Mastercard add. | 16.50% |
Chuck's sector breakdown
How the top 10 positions are diversified across 3 sectors. Weighted by stated portfolio percentage.
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| MA | MASTERCARD INCORPORATED Largest position. Held since 2010. Core compounder. | 18.8% |
 BN | BROOKFIELD CORP | 13.5% |
 V | VISA INC The other payment network compounder. | 10.3% |
 MCO | MOODYS CORP Credit rating duopoly. | 9.7% |
 CSGP | COSTAR GROUP INC Real estate data moat. | 7.1% |
 ORLY | OREILLY AUTOMOTIVE INC | 6.7% |
 ROP | ROPER TECHNOLOGIES INC | 5.4% |
 ABNB | AIRBNB INC | 5.2% |
 FICO | FAIR ISAAC CORP | 5.1% |
 CPRT | COPART INC | 3.4% |
Estimate your withholding on cross-border dividends
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Want Chuck move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with Chuck's portfolio.
What Chuck Akre did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Data sourced from Akre Capital Management 13F filings with the SEC. Approximate snapshot. Not investment advice.