Chuck Akre
Akre Capital Management LLC
Founder of Akre Capital Management, a proponent of investing in businesses able to compound capital reliably over decades, his so-called "three-legged stool" approach.
Portfolio as of March 31, 2026
| Company ↕ | Value ↓ | % ↕ | ||
|---|---|---|---|---|
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Quarterly moves
Q4 2025 → Q1 2026
Amount invested · % of portfolio
- SALESFORCE INC $153M · 2.5%
- SERVICENOW INC $115M · 1.9%
- PERIMETER SOLUTIONS INC $6M · 0.1%
Amount bought · (±%) · % of portfolio
- ROPER TECHNOLOGIES INC $54M (+13.8%) · 7.3%
- COSTAR GROUP INC $29M (+7.6%) · 6.8%
- FAIR ISAAC CORP $92M (+31.1%) · 6.3%
- COPART INC $4M (+1.7%) · 4.3%
- CCC INTELLIGENT SOLUTIONS HL $40M (+26.9%) · 3.1%
- GOOSEHEAD INS INC $3M (+19.5%) · 0.3%
Amount sold · (±%) · % of portfolio
- MASTERCARD INCORPORATED $413M (-24.1%) · 18.6%
- BROOKFIELD CORP $450M (-36.6%) · 11.2%
- KKR & CO L P DEL $177M (-17.1%) · 10.1%
- MOODYS CORP $250M (-28.2%) · 8.9%
- VISA INC $364M (-38.8%) · 8.1%
- OREILLY AUTOMOTIVE INC $258M (-42.2%) · 5.9%
- AIRBNB INC $195M (-41.4%) · 4.2%
- AMERICAN TOWER CORP NEW $36M (-80.1%) · 0.1%
- DANAHER CORPORATION $16M
- CARMAX INC $6M
Portfolio value over time
Top 10 holdings evolution as of March 31, 2026
Share of portfolio (%) since inception, top 10 as of the selected quarter.
Sector breakdown
Based on holdings matched to a stock referenced on the site.
Options exposure
Dividend aristocrats held
Stocks with at least 25 consecutive years of dividend growth.
No matching holding among stocks referenced on the site.
Frequently asked questions
What are Chuck Akre's top holdings?
As of March 31, 2026, the top three holdings of Akre Capital Management LLC are MASTERCARD INCORPORATED, BROOKFIELD CORP, KKR & CO L P DEL.
How many positions does Chuck Akre hold?
Akre Capital Management LLC reports 19 equity positions worth $6.1B as of March 31, 2026.
Does Chuck Akre invest in dividend stocks?
The dividend exposure of this portfolio cannot be assessed yet.
Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.