What Chuck Akre bought and sold in Q1 2026
In Q1 2026, Chuck Akre (Akre Capital Management) opened 3 new positions — including CRM (2.2%), NOW (1.9%), PRM (0.1%), added to 2, trimmed 7, exited 2 (DHR, KMX). The book stood at $6.12B across 19 positions, filed May 14, 2026.
3New2Added7Trimmed2Exited
New positions (3)
Added to (2)
Trimmed (7)
- MAMastercard Inc - A-24% shares · 18.6% · $1.14B
- BNBrookfield Corp-37% shares · 11.3% · $689M
- MCOMoody's Corp-28% shares · 8.9% · $544M
- VVisa Inc-class A Shares-39% shares · 8.1% · $495M
- ORLYO'reilly Automotive Inc-42% shares · 5.9% · $359M
- ABNBAirbnb Inc-class A-41% shares · 4.2% · $257M
- AMTAmerican Tower Corp-80% shares · 0.1% · $9M
Exited (2)
Chuck Akre's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.