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← Chuck Akre

Chuck Akre's 2025Q1 portfolio

Chuck Akre (Akre Capital Management) held 14 positions as of Mar 31, 2025, with the largest position at 17.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (14)

  1. 1MAMastercard Inc - A
    % port
    17.6%
    +0.7pp vs prior Qnow 18.6%
  2. 2ORLYO'reilly Automotive Inc
    % port
    11.9%
    +2.7pp vs prior Qnow 5.9%
  3. 3MCOMoody's Corp
    % port
    10.9%
    -1.7pp vs prior Qnow 8.9%
  4. 4VVisa Inc-class A Shares
    % port
    10.7%
    +1.8pp vs prior Qnow 8.1%
  5. 5KKRKkr & CO Inc
    % port
    9.8%
    -3.3pp vs prior Qnow 10.2%
  6. 6BNBrookfield Corp
    % port
    9.6%
    +0.2pp vs prior Qnow 11.3%
  7. 7ROPRoper Technologies Inc
    % port
    8.2%
    +1.6pp vs prior Qnow 7.3%
  8. 8CSGPCostar Group Inc
    % port
    7.1%
    +1.3pp vs prior Qnow 6.8%
  9. 9AMTAmerican Tower Corp
    % port
    5.4%
    -3.3pp vs prior Qnow 0.1%
  10. 10ABNBAirbnb Inc-class A
    % port
    3.4%
    +0.3pp vs prior Qnow 4.2%
  11. 11CCCCcc Intelligent Solutions HO
    % port
    1.1%
    now 3.1%
  12. 12GSHDGoosehead Insurance Inc -A
    % port
    0.4%
    now 0.3%
  13. 13BRK/BBerkshire Hathaway Inc-cl B
    % port
    0.1%
  14. 14(cusip)Sophia Genetics SA
    % port
    0.1%
    now 0.3%

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.