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← Chuck Akre

Chuck Akre's 2024Q2 portfolio

Chuck Akre (Akre Capital Management) held 14 positions as of Jun 30, 2024, with the largest position at 15.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (14)

  1. 1MAMastercard Inc - A
    % port
    15.7%
    -2.7pp vs prior Qnow 18.6%
  2. 2MCOMoody's Corp
    % port
    15.6%
    +1.2pp vs prior Qnow 8.9%
  3. 3KKRKkr & CO Inc
    % port
    12.7%
    +0.3pp vs prior Qnow 10.2%
  4. 4AMTAmerican Tower Corp
    % port
    10.5%
    +0.4pp vs prior Qnow 0.1%
  5. 5ORLYO'reilly Automotive Inc
    % port
    8.9%
    -0.3pp vs prior Qnow 5.9%
  6. 6ROPRoper Technologies Inc
    % port
    7.7%
    +0.5pp vs prior Qnow 7.3%
  7. 7VVisa Inc-class A Shares
    % port
    7.6%
    now 8.1%
  8. 8BNBrookfield Corp
    % port
    6.7%
    +0.5pp vs prior Qnow 11.3%
  9. 9CSGPCostar Group Inc
    % port
    5.7%
    now 6.8%
  10. 10ABNBAirbnb Inc-class A
    % port
    1.2%
    now 4.2%
  11. 11CCCCcc Intelligent Solutions HO
    % port
    0.8%
    now 3.1%
  12. 12GSHDGoosehead Insurance Inc -A
    % port
    0.2%
    now 0.3%
  13. 13(cusip)Sophia Genetics SA
    % port
    0.1%
    now 0.3%
  14. 14BRK/BBerkshire Hathaway Inc-cl B
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.