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← Chuck Akre

Chuck Akre's 2026Q1 portfolio

Chuck Akre (Akre Capital Management) held 19 positions as of Mar 31, 2026, with the largest position at 18.6% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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, 2026 (19)

  1. 1MAMastercard Inc - A
    % port
    18.6%
    -0.2pp vs prior Q
  2. 2BNBrookfield Corp
    % port
    11.3%
    -2.2pp vs prior Q
  3. 3KKRKkr & CO Inc
    % port
    10.2%
    -1.2pp vs prior Q
  4. 4MCOMoody's Corp
    % port
    8.9%
    -0.8pp vs prior Q
  5. 5VVisa Inc-class A Shares
    % port
    8.1%
    -2.2pp vs prior Q
  6. 6ROPRoper Technologies Inc
    % port
    7.3%
    +1.9pp vs prior Q
  7. 7CSGPCostar Group Inc
    % port
    6.8%
    -0.3pp vs prior Q
  8. 8FICOFair Isaac Corp
    % port
    6.3%
    +1.2pp vs prior Q
  9. 9ORLYO'reilly Automotive Inc
    % port
    5.9%
    -0.9pp vs prior Q
  10. 10CPRTCopart Inc
    % port
    4.3%
    +1.0pp vs prior Q
  11. 11ABNBAirbnb Inc-class A
    % port
    4.2%
    -1.0pp vs prior Q
  12. 12CCCCcc Intelligent Solutions HO
    % port
    3.1%
    +0.9pp vs prior Q
  13. 13CRMSalesforce Inc
    % port
    2.2%
  14. 14NOWServicenow Inc
    % port
    1.9%
  15. 15GSHDGoosehead Insurance Inc -A
    % port
    0.3%
  16. 16(cusip)Sophia Genetics SA
    % port
    0.3%
    +0.1pp vs prior Q
  17. 17AMTAmerican Tower Corp
    % port
    0.1%
    -0.3pp vs prior Q
  18. 18PRMPerimeter Solutions Inc
    % port
    0.1%
  19. 19BRK/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.