Chuck Akre

Akre Capital Management

Charles T. "Chuck" Akre is a prominent American investor and businessman, serving as the founder, chairman, and chief investment officer of Akre Capital Management, based in Middleburg, Virginia. With a focus on long-term value investing, Akre is known for his disciplined approach and commitment to investing in high-quality businesses. He also holds a position on the board of directors of Enstar Group, Ltd., a Bermuda-based run-off reinsurance company, showcasing his extensive experience in the financial sector. Akre Capital Management employs a concentrated investment strategy, emphasizing a select number of high-conviction positions. The firm has a diverse portfolio, with notable investments in companies such as Mastercard Inc, Visa Inc., and Brookfield Corporation. Through its 13F filings, Akre Capital Management has demonstrated a pattern of strategic position reductions and exits, with a significant focus on the financial services and technology sectors. The disclosed trading record reveals a total of 200 disclosures, with a notable concentration in financial services, comprising 65 of the reported positions. The largest disclosed move involved a trim of $575.9 million in Mastercard Inc, indicative of the firm's proactive management style. Recent filings cover the period from November 13, 2023, to May 14, 2026, highlighting a balance of position increases and reductions in a dynamic market environment.

Latest Trades

CompanyValueActionChangePriceLast Price
Mastercard IncMA$1B2.3M sharesTrimQ1 2026 13F$576M$526.66$551.54
Brookfield CorporationBN$689M17M sharesTrimQ1 2026 13F$543M$44.32$44.30
Visa IncV$495M1.6M sharesTrimQ1 2026 13F$443M$321.55$365.14
KKR & Co IncKKR$621M6.7M sharesTrimQ1 2026 13F$412M$105.41$102.75
Moody's CorporationMCO$544M1.2M sharesTrimQ1 2026 13F$343M$473.05$519.02
O'Reilly Automotive IncORLY$359M3.9M sharesTrimQ1 2026 13F$254M$93.79$86.25
CoStar Group, Inc.CSGP$417M10.3M sharesTrimQ1 2026 13F$229M$52.06$30.37
Chuck Akre (Akre Capital Management) trim Unmapped 13F securityPORTFOLIO$-214.5MTrimQ1 2026 13F$214M----
Salesforce, Inc. Common StockCRM$153M817.8k sharesOtherQ1 2026 13F$153M$207.19$172.68
ServiceNow IncNOW$115M1.1M sharesOtherQ1 2026 13F$115M$117.65$104.01
Fair Isaac CorporationFICO$388M363.8k sharesTrimQ1 2026 13F$81M$1,371.63$1,241.22
Roper Technologies IncROP$445M1.3M sharesTrimQ1 2026 13F$47M$368.91$364.21
Copart, Inc.CPRT$266M8M sharesTrimQ1 2026 13F$42M$37.57$28.29
American Tower CorpAMT$9M50.8k sharesTrimQ1 2026 13F$36M$179.93$168.92
Danaher CorpDHR$-15.9MExitQ1 2026 13F$16M$212.96$205.04
Goosehead Insurance, IncGSHD$19M443.4k sharesTrimQ1 2026 13F$8M$55.93$55.17
Clarivate Plc Ordinary SharesCCC$189M31.5M sharesTrimQ1 2026 13F$8M$6.55$6.17
Perimeter Solutions, Inc.PRM$6M250k sharesOtherQ1 2026 13F$6M$24.42$34.85
CarMax IncKMX$-5.8MExitQ1 2026 13F$6M$43.78$58.47
SOPHiA GENETICS S.A.SOPH$18M3.7M sharesAddQ1 2026 13F$1M$4.86$5.83
Berkshire Hathaway Inc.BRK-B$5M10.3k sharesTrimQ1 2026 13F$1M$490.90$493.12