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.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Perimeter Solutions, Inc.PRM · Q1 2026$24.42$34.85+$3M+42.7%$9M
Goosehead Insurance, IncGSHD · Q1 2026$42.66$55.17+$6M+29.3%$24M
Visa IncV · Q1 2026$302.24$365.14+$103M+20.8%$598M
Moody's CorporationMCO · Q1 2026$436.25$519.02+$103M+19%$647M
SOPHiA GENETICS S.A.SOPH · Q1 2026$4.95$5.83+$3M+17.8%$22M
Airbnb, Inc.ABNB · Q1 2026$126.28$147.80+$44M+17%$301M
Fair Isaac CorporationFICO · Q1 2026$1,067.54$1,241.22+$63M+16.3%$452M
KKR & Co IncKKR · Q1 2026$92.50$102.75+$69M+11.1%$690M
Mastercard IncMA · Q1 2026$499.66$551.54+$118M+10.4%$1B
Brookfield CorporationBN · Q1 2026$40.47$44.30+$65M+9.46%$754M
Roper Technologies IncROP · Q1 2026$353.86$364.21+$13M+2.92%$458M
Berkshire Hathaway Inc.BRK-B · Q1 2026$479.20$493.12+$144k+2.9%$5M
Clarivate Plc Ordinary SharesCCC · Q1 2026$6.00$6.17+$5M+2.83%$194M