Chuck Akre · quarter digest

What Chuck Akre did in Q2 2024

Akre Capital Management filed 9 moves in Q2 2024: 1 new, 4 add, 3 trim, 1 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

New positions · 1

Fresh money

ABNBAIRBNB INC

NEW·1.2% book·+1

Adds · 4

ADD +4%·14.0% book·+8

“Visa add.”

CSGPCOSTAR GROUP INC

ADD +21%·5.7% book·−9

CCCSCCC INTELLIGENT SOLUTIONS HL

ADD +12%·0.8% book·−3

GSHDGOOSEHEAD INS INC

ADD +50%·0.2% book·−10

Trims · 3

MAMASTERCARD INCORPORATED

TRIM -12%·15.7% book·+13

CARGCARMAX INC

TRIM -21%·1.4% book·−15

VRSKVERISK ANALYTICS INC

TRIM -7%·0.0% book·−21

Exits · 1

UBERUBER TECHNOLOGIES INC

EXIT·0.0% book·+13

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	17.8%	+13
2	V Visa	14.2%	+8
3	MCO Moody's	13.4%	+9
4	KKR KKR & Co	8.9%	−7
5	CSGP CoStar Group	6.8%	−9
6	META Meta Platforms	3.1%	−4

Other quarters for Chuck Akre

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.