Skip to main content
AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV
HoldLens logoHoldLens
Chuck Akre · quarter digest

What Chuck Akre did in Q4 2024

Akre Capital Management filed 5 moves in Q4 2024: 0 new, 1 add, 4 trim, 0 exit.

13F filed 2025-02-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

Adds · 1

Adding to conviction

ADD +5%·17.5% book·+13

Mastercard core add.

HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Trims · 4

Taking chips off

MCOMOODYS CORP
TRIM -8%·12.6% book·+9
AMTAMERICAN TOWER CORP NEW
TRIM -9%·8.7% book·−19
CARGCARMAX INC
TRIM -49%·0.5% book·−15
VRSKVERISK ANALYTICS INC
TRIM -9%·0.0% book·−21
Current top holdings

Chuck Akre’s book, latest snapshot

#TickerWeight
1MA
Mastercard
17.8%
2V
Visa
14.2%
3MCO
Moody's
13.4%
4KKR
KKR & Co
8.9%
5CSGP
CoStar Group
6.8%
6META
Meta Platforms
3.1%
Other quarters for Chuck Akre

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