Superinvestors / Akre Capital Management
Chuck Akre
Akre Capital Management
Quality compounders; the 'three-legged stool'
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED· CL ADECREASED -24.1% | 18.64% | $499.66 | $1.14B | 2.3M |
| BN | BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA)· CL A LTD VT SHDECREASED -36.6% | 11.27% | $40.47 | $689.09M | 17.0M |
| KKR | KKR & CO INCDECREASED -17.1% | 10.16% | $92.50 | $621.42M | 6.7M |
| MCO | MOODYS CORPDECREASED -28.2% | 8.89% | $436.25 | $543.62M | 1.2M |
| V | VISA INC· COM CL ADECREASED -38.8% | 8.10% | $302.24 | $495.31M | 1.6M |
| ROP | ROPER TECHNOLOGIES INCINCREASED +13.8% | 7.27% | $353.86 | $444.88M | 1.3M |
| CSGP | COSTAR GROUP INCINCREASED +7.6% | 6.83% | $40.34 | $417.45M | 10.3M |
| FICO | FAIR ISAAC CORPINCREASED +31.1% | 6.35% | $1,067.54 | $388.33M | 363.8K |
| ORLY | OREILLY AUTOMOTIVE INCDECREASED -42.2% | 5.87% | $92.31 | $358.70M | 3.9M |
| CPRT | COPART INCINCREASED +1.7% | 4.34% | $33.20 | $265.56M | 8.0M |
Reported price is this manager's own reported value divided by its own reported shares at 2026-03-31 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 87.7% of the reported portfolio, across 19 positions.
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See more of Chuck Akre's portfolio
More of Chuck Akre's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
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