Chuck Akre profile

Chuck Akre | Akre Capital Management Llc

This pages lists all securities owned by Akre Capital Management Llc going back to 2013 Q2. At the top of the list are companies that have been held the longest such as American Tower Corporation, Mastercard Incorporated, and Moody's Corporation.

Name
Ticker
Quarters Owned
First Quarter Owned
Latest Quarter Owned
Min % of Portfolio
Avg % of Portfolio
Max % of Portfolio
American Tower Corporation
AMT
36
'13 Q2'22 Q1
6.32%
12.42%
15.67%
Mastercard Incorporated
MA
36
'13 Q2'22 Q1
8.55%
11.63%
14.59%
Moody's Corporation
MCO
36
'13 Q2'22 Q1
8.06%
10.49%
13.02%
O'Reilly Automotive, Inc.
ORLY
36
'13 Q2'22 Q1
3.49%
5.45%
8.22%
Verisk Analytics, Inc.
VRSK
36
'13 Q2'22 Q1
1.35%
3.13%
4.41%
Visa Inc.
V
36
'13 Q2'22 Q1
3.45%
6.27%
8.60%
Dollar Tree, Inc.
DLTR
35
'13 Q2'21 Q4
2.08%
5.26%
7.69%
CarMax, Inc.
KMX
34
'13 Q4'22 Q1
0.17%
4.34%
6.41%
Danaher Corporation
DHR
34
'13 Q4'22 Q1
0.72%
2.51%
4.10%
Roper Technologies, Inc.
ROP
33
'14 Q1'22 Q1
0.34%
5.02%
5.90%

Industry Breakdown

Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.